Here's how:
Click WORKBENCH and then click DATASETS.
Then click SM&CR.
Then choose Certification Regime.
Then click on Fit and Proper testing.
Then click on Fit and Proper Assessment Criteria.
Then click on Competence and capability.
Then click on Performance reviews.
A list of all people in your firm for which you have recorded performance reviews will appear (if any have been created).
If the person already has a log of performance reviews and you're adding a new entry or updating information already held within the system, click on that person's name and skip to step 11.
If a record of performance reviews for the member of staff has not yet been created, you would need to create a new one - click the PLUS (+) symbol next to PERFORMANCE REVIEWS in the middle of the screen.
A new pop up window will appear.
If this is a blank form, with no information in it currently, skip to step 13. Otherwise if there is already information here you can update it by clicking the EDIT button, and following the steps from step 14 below.
Use the dropdown box in the General section to confirm who the performance reviews record is for. (NB - if the person who is the subject of these performance reviews doesn't appear in this list, you'll need to create them as a Person Entity first - here's how).
In the Performance Reviews section you can:
Use the Date of last review and To Date of next review date picker boxes to record the dates of the latest review and the next future review respectively.
Use the Performance assessment text box to record the details of the performance review and the users' performance.
Use the Comments text box to provide any background and comments on the review.
Use the Review conducted by dropdown to to choose which member of staf conducted the review.
Finally, you can use the Documents section to upload any supporting documents (e.g. evidence of review activity).
Once done, click SAVE, and then CLOSE.