Copy a Performance Review Plan

Instead of creating a new Performance Review Plan every year, you can copy an existing plan and change the details as needed. This can make the planning process more efficient. From the PEARS homepage, hover the cursor over the Plan menu and click Performance Review Plans: The Performance Review Plans list displays. Select a Performance Review Plan to … Read more Copy a Performance Review Plan

Create a Performance Review Assessment

From the PEARS homepage, hover the cursor over the Plan menu and click on Surveys: The Surveys list displays. Click the green Add button:   In the field labeled Title, add a title for the survey: Place the cursor in the field labeled Purpose. Direct Education will be the default selection. Change the selection to Performance Review: … Read more Create a Performance Review Assessment

Create a Performance Review Plan

From the PEARS homepage, hover the cursor over the Plan menu and click Performance Review Plans: The Performance Review Plan list displays. Click Add: The Add Performance Review Plan page displays: Select the year the performance review will occur. Select the position(s) of staff being reviewed. Select a single position or multiple positions. Select a date and time … Read more Create a Performance Review Plan

Add Supporting Data to a Performance Review Plan

From the PEARS homepage, hover the cursor over the Plan menu and click Performance Review Plans: The Performance Review Plan list displays. Select a plan to edit.  The Performance Review Plan details display. Click Supporting Data.The Update Supporting Data page displays. Indicate if staff should be required to include PEARS records in performance reviews. If Yes is … Read more Add Supporting Data to a Performance Review Plan

Mark a Performance Review Plan as Complete

From the PEARS homepage, hover the cursor over the Plan menu and click Performance Review Plans: The Performance Review Plan list displays. Select a plan to edit.  The Performance Review Plan details display. Click Mark as Complete. The Mark as Complete page displays. Click the Mark as Complete button.  The Performance Review Plan is now marked as … Read more Mark a Performance Review Plan as Complete

Delete a Performance Review Plan

From the PEARS homepage, hover the cursor over the Plan menu and click Performance Review Plans:  The Performance Review Plans list displays. Select a Performance Review Plan to delete. The Performance Review Plan details display. Click Delete.  A confirmation message appears. Click Yes. A notification indicates the Performance Review Plan has been deleted. The Performance Review Plan … Read more Delete a Performance Review Plan

View List of Board Members (Unit Directors)

Some states choose to include board members as part of the performance review process. If your state includes board members, Unit Directors can view a list of board members within PEARS. The list of board members also allows directors to filter the list, copy a list of board member emails, and download a list of board … Read more View List of Board Members (Unit Directors)

Add a Board Member

Some states choose to include board members as part of the performance review process. If your state includes board members, Board Member Managers and Organization Administrators can use the Board Members page to add, edit, or remove board members.  Before the performance review start date, update board member information, as needed To add a new board member, … Read more Add a Board Member

Edit Board Member Information

Some states choose to include board members as part of the performance review process. If your state includes board members, Board Member Managers and Organization Administrators can use the Board Members page to add, edit, or remove board members. Before the performance review start date, update board member information, as needed. Make sure the correct unit, start/end date, … Read more Edit Board Member Information

Remove a Board Member

Some states choose to include board members as part of the performance review process. If your state includes board members, Board Member Managers and Organization Administrators can use the Board Members page to add, edit, or remove board members. Before the performance review start date, update board member information, as needed. To remove an existing board member, … Read more Remove a Board Member