Once you have activated the Overview of the Online Performance Review Module, you can set up your account manually by configuring the Rating Scales, Key Result Areas and Groupings. Alternatively, if you have too many to manually set up, you can opt to use our import option.
To do so, simply navigate to the Integrations page via Actions drop down menu, located next to your name on the top right hand corner of the application.
As you navigate to this page, you will be able to select from one of our generic Excel importer options:
To navigate to the Performance Review importer screen, click on the button below:
You'll then immediately see this import screen:
Please download the first spreadsheet under Step 1 on the top right named, Download existing performance review details for this account (KRAs, KRA groups, Rating Scales). This will download and be pre-populated with the existing capabilities and rating scales already in the system. You can then add additional KRAs, KRA groups and Rating Scales in the same format and import them back into the system.
Contact HR Assured Client Experience Team for assistance.