Complete/Upload Offline Review Task

You can download and upload performance reviews with appropriate permission and only 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.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Offline Performance Reviews Allow users to download and upload offline reviews. This permission works in conjunction with active performance review tasks. If the user has this permission and is assigned one or more steps of an active performance review task, that user may download the review for offline completion. This permission can be constrained by OU and User's OU. This is an end user permission. Performance

Download and Complete Offline

Select the Complete Offline option from the Option's drop-down menu to download the performance review and complete it offline. A pop-up appears with the option to either Open the file or Save the file.

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

See Complete Offline Performance Review.

Upload Review

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

To upload the completed performance review file:

  1. Open the appropriate review task and select the Upload Review option from the Option's drop-down menu. An Upload File pop-up opens
  2. Click the Browse button to locate and select the performance review file.
  3. 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.