Where do the Performance Management documents live?
If you're a worker looking for the answers you submitted...
- Click on the Documents link from your Zenefits Dashboard.
- Scroll down to the Performance Management section.
- Click on a document to download.
If you're an administrator or manager looking for a PDF of answers that were submitted and remarks you shared...
- Go to the Documents app.
- Click the Performance Management tab.
- Click on a worker's name and scroll down to the Reviews section.
- Click on a document to download.
OR
- From the Performance Management app, click on Reviews.
- Click View next to the review you want to download.
- Click View next to the person you want to download answers for.
- Click Export to PDF.
If you're an administrator or manager looking for an Excel sheet of all questions and answers submitted...
- From the Performance Management app, click on Reviews.
- Click the three stacked dots next to the review you wish to download.
- Select Download Report.
- Clarify the review period, then Download.