Performance Review - Attachments

Attachments can be added to a performance review, and these attachments

The following rules apply to performance review attachments:

  • Attachments can be up to 1 MB in size and are limited to ppt, pptx, doc, docx, pdf, jpg, jpeg, jpe, png, txt, gif, zip, xls, xlsx, csv, psd, bmp, rtf, msg, xml, and saz file types.
  • Attachments are visible throughout the review, but do not display on the printable version.
  • Files can be added by the reviewee, but reviewees can only remove files that they have uploaded. If the manager attaches a file to the review, the reviewee cannot remove it.
  • Managers and other reviewers can both add and remove attachments, regardless of who uploaded them.
  • Files cannot be uploaded during peer and direct report review steps.
  • On the Task Details page, an Attachments icon displays for the review if the review has one or more attachments. See Performance Review Task Details.

To view, add, or remove attachments, click the Attachments option from the Options drop-down. This opens the Attachments pop-up. This option is only available if the performance review task is configured to allow attachments.

To add an attachment, click the Choose File button and select the file. Up to three attachments can be added to a performance review, which can be added throughout the review process. Attachments can be up to 1 MB in size and are limited to ppt, pptx, doc, docx, pdf, jpg, jpeg, jpe, png, txt, gif, zip, xls, xlsx, csv, psd, bmp, rtf, msg, xml, and saz file types. After selecting the appropriate attachments, click the Save button to save the attachments to the review.

To download an attachment, click the attachment name.

To remove an attachment, click the Remove icon to the left of the document title.