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Performance Review Preparation Checklist

Preparing for Your Next Review Cycle in Fuse? Before launching your next performance review cycle, we recommend completing the following steps to ensure employees are assigned to the correct review processes and reviews are cleaned up.

1. Review Employee Performance Review Profile Assignments

Use Mass Edit Profiles to review current employee assignments and make any necessary updates directly from the same screen.

  • Navigate to Settings > Mass Edit > Mass Edit Profiles.
  • Add the Employee: Performance Review Profile column to the view.
  • Review each employee's current Performance Review Profile assignment and make any necessary changes directly within the screen.

2. Complete Any Outstanding Prior Performance Reviews

  • Navigate to Team > Talent > Performance > Performance Reviews.
  • Use the Status column or available report filters to filter for In Progress reviews.
  • Use the Period Start Date to identify older reviews that have not been completed.
  • Confirm whether the reviews should be completed or ended.

To End a Review:

  • Select the applicable review(s).
  • Select the … menu.
  • Choose End.

3. Delete Unnecessary or Duplicate Scheduled Performance Reviews

Review upcoming scheduled performance reviews and remove any that are no longer applicable. This is especially important if Performance Review Profiles or review configurations have been updated, as changes to profiles do not automatically remove previously created reviews.

  • Navigate to Team > Talent > Performance > Performance Reviews.
  • Use the Status column or available report filters to filter for Scheduled reviews.
  • Review the Period Start Date and employee assignments.
  • Look for duplicate reviews covering the same period or reviews associated with outdated Performance Review Profiles.
  • Select the applicable review(s) and choose Delete, or use the individual Delete Performance Review icon.

Important: Deleting a performance review cannot be undone. Review the selected records carefully before confirming deletion.

4. Add Reviews in Mass

Once existing scheduled reviews have been cleaned up, use the mass-add functionality to generate new reviews based on current employee profile assignments.

  • From the Performance Reviews report, select the ellipses (...) menu.
  • Select Add Reviews From Profile.
  • Choose the appropriate Performance Review Profile.
  • The system will create scheduled performance reviews for all employees currently assigned to that profile.

Taking these steps ahead of time will help prevent duplicate reviews, incorrect employee assignments, and confusion when launching your next performance review cycle.