Rate, comment on and keep notes about an employee

Rate an employee’s work

1. Open the employee’s page and click the Performance tab.
2. Choose the Performance rating type, for example communication or skills.
3. Give the Rating. Depending on the type, it is stars, a Percentage or a word from a list.
4. Write a Comment.
5. Choose the Performance rating period: a month, a quarter, a half year, a year, or your own dates with Specific period start and Specific period end.
6. Click Publish.

The rating is listed in the tab with the name of the person who left it, and in the Timeline.

You can rate an employee only once per type and period. To rate the same period again, delete the first rating.

The types of rating are set by the Business owner in Settings, Performance Ratings.

Write a comment

1. Click the Comments tab.
2. Write your comment.
3. Click Publish.

Every member who can open the employee’s page sees the comments. The employee doesn’t.

Keep private notes

1. Click the Private notes tab.
2. Write your note.
3. Click Publish.

Only you see your private notes. Other members, the Business owner and the employee don’t.

Delete a rating, a comment or a note

Click the cross on its line. It is deleted for good: it doesn’t go to the Trash.

Common questions