Getting Started with Performance Reviews

In this webinar, you’ll get a big-picture introduction to building, launching, and completing performance reviews in PerformYard. You’ll learn what a review actually is (any set of questions that documents and drives performance, from annual reviews to check-ins, 30/60/90 new hire reviews, and PIPs) and why the best review process starts with the business outcomes you want to change, whether that’s stronger performance, higher retention, better talent development, operational efficiency, goal alignment, or financial results. You’ll see how each of those goals shapes the questions you ask, who should be involved, and the form types that work best, with a worked example for building a “stronger employee performance” review. From there, the session walks through the core pieces of the review setup: forms (including sample forms, editing, and building with AI), templates that connect forms to reviewers, due dates, and sign-offs, and cycles that automate who’s included and let you check your data first. You’ll also get a look at the employee and manager experience of completing reviews. Whether you’re an admin designing your first review process or a manager preparing to participate, you’ll leave with a clear framework for getting started, and you’ll be ready to apply it to your own process.

Watch the webinar: Webinar

Download the slides: Slides