Complete/Upload Offline Review Task

Users can download a performance review from within the performance review task.

The ability to download and upload performance reviews is only available if a user has the permission to download offline performance reviews and if the review task includes at least one Question List, Competency Rating, or Goal Rating section for the reviewer to complete.

Only reviews that are In Progress or Not Started are eligible to be completed offline.

  • If the task is configured to allow users to submit reviews after the due date, then reviews that are Past Due can also be downloaded and uploaded.
  • If the task is configured to allow multiple submissions, then reviews that are Complete can also be downloaded and uploaded.

Complete Performance Review

To download the performance review in order to complete it offline, select the Complete Offline option from the Option's drop-down menu.

A pop-up appears with the option to either Open the file or Save the file. Save the file to a location that you will remember. The file is named with the following convention and all spaces are replaced by underscores:

[Performance Review Task Name]_[Name of Reviewee]_[Review Step Name].xls

After saving the file, you can open the file to begin completing the offline review. See Complete Offline Performance Review.

Upload Performance Review

After completing an offline review, you can upload the completed review file into the system.

To upload the completed performance review file, within the system, open the appropriate review task and select the Upload Review option from the Option's drop-down menu.

An Upload File pop-up opens. Click the Browse button to locate and select the performance review file. Then click Upload to upload the file.

  • If a valid performance review file is uploaded, the Upload Validation page opens. See Offline Review Upload Validation.
  • If an invalid performance review file is uploaded, an error message is displayed.