Within the system, there are two ways in which a review form can be completed:

1^st Method - We have the option to publish the form to the employee first, and have the manager complete the form afterwards. This method is summarized in the article Publishing and completing a review form.

2^nd Method - We have the option for the manager to create the form first, enter their comments, then notify the employee afterwards for the employee to give their response. This method is summarized below.

---

Managers creating a response

The employee's manager will need to go to:

Performance > Review Forms

Once inside, select the Add action button to add a new instance of the form. In the "Employee Name" field, they will need to enter the name of the employee for whom they are adding the response. If you have split-screen performance reviews enabled, you will see previous review form submissions and also goals, competencies and 360 feedback for the employee.

Once the form has been completed, please ensure that any Employee Completed or Manager Completed fields are set to 'No'. If these settings are set to 'Yes', this will lock the form and prohibit the employee from entering their comments. 

The manager will then need to return to:

Performance > Review forms

Select the 'View' action button alongside the form, find the employee's response, and select the 'Edit' action buttonto edit this response:

This will open up the manager's previously completed comments. At the bottom of this form, the manager will need to select the option for 'Notify Employee'. Clicking on this option will generate an email to the employee informing them that this form is ready for them to complete. 

Once the employee has submitted the form with their comments, the form will be automatically returned to the manager to review again.