Quick Start Guide

This category can be used to save documentation related to employee performance reviews. This may include evaluation templates, performance review forms, questionnaires, or performance improvement plans.

A few points to keep in mind with this category:

Employee Name – This is a free text field. The yellow highlighting indicates that it is a mandatory field. This means the field requires a value to be entered in order to save the document.

Employee No. - It’s recommend to make this field mandatory for identification purposes. You can do this by right-clicking on the field box, selecting Properties, and checking the box labeled Mandatory. This field also contains automatic links to other categories. This means that documents which share the same value for this field will be automatically linked across categories, making it easier to find related documents. This field is linked to the field Employee No. in the Employee Record category.