OPR Checklist: How to launch for an individual

After successfully setting up the foundation of your Online Performance Review, the next thing to do is to launch the OPR checklist. Below are the steps to launch the Online Performance Review Checklist.

 

1. Click the ''Employee Management'' workflow.

2. Select ''Scheduled Performance Review (eSS)'' checklist.

 

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3. Select ''Initiate a Performance Review''


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4. Select the record you'd like to do a performance review.

 

 

For more information on how to manage the OPR checklist, please see this article.

 

Alternatively, you can also use the Bulk Launch Checklists feature of Citation HR Software to launch checklists to multiple records at the same time.