Who is this article for?

Administrators who want to learn how to add, edit or delete employment reviews.

Administrator permissions are required.

The Employment Reviews page streamlines the process of tracking and managing various types of employee evaluations across the organisation, such as annual reviews, probationary assessments, and performance development reviews. This feature allows HR professionals and managers to upload and associate relevant documentation with each review record, ensuring a structured and well-documented approach to employee assessments.

1. Employment reviews
2. Adding employment reviews
   1. Definitions of fields
3. Editing employment reviews
4. Deleting employment reviews
5. Reporting from the Employment Reviews page
6. Further reading

1. Employment reviews

Video: Employment Reviews

The Employment Reviews page can be used for the tracking of various types of employment reviews for users throughout the organisation such as annual reviews and probation reviews performance development reviews. Employment review documentation can be uploaded against each record.

In the Employment Reviews page of Lucidity HR, administrators can:

• Add new employment reviews for users.
• Edit employment reviews for users.
• Delete employment reviews for users.
• Export lists to Excel of employment reviews.

2. Adding employment reviews

To create a new employment review, from the Employment Review page:

1. Click Add New.

2. Complete the fields (see table Definitions of fields below).

Note: The details captured for each record may vary slightly between each system configuration. Fields marked with * are mandatory.

2.1. Definitions of fields

Documents can be attached to an employment review by:

1. Click Add Document.
2. Locate the document.
3. Click Open.
4. Enter the file name and description as applicable.
5. Click Upload.
6. Click Save.

3. Editing employment reviews

To edit an existing employment review, from the Employment Review page:

1. Click Show Filters.
2. Use filters as required to locate the relevant employment review.
3. Click Filter.
4. Locate the specific employment review at the bottom of the screen.

Tip: Hiding filters can make viewing the results easier.

5. Click Edit to the far right of the relevant employment review.

6. Update required fields.
7. Click Save.

4. Deleting employment reviews

To delete an existing employment review, from the Employment Review page:

1. Click Show Filters.
2. Use filters as required to locate the relevant employment review
3. Click Filter.
4. Locate the specific employment review at the bottom of the screen.
5. Click Actions to the far right of the relevant employment review.
6. Click Delete.

7. From the pop-up box that appears, select Delete.

5. Reporting from the Employment Reviews page

To generate a report for a specific group of employment reviews from the Employment Reviews page:

1. Click Show Filters.
2. Select the relevant filters.
3. Click Division.
4. Apply any other filters required.
5. Click Filter.
6. All results will be displayed at the bottom of the screen.
7. Click Excel Export to generate this report into Excel.

6. Further reading

• Managing HR records
• Creating and editing users in HR
• Adding, editing and deleting HR employment periods