Bulk Exporting PDFs of Reviews

If you need to keep a record of employee reviews, PDF copies of review documents can be exported from Perform in bulk. This is helpful to back up review documents or if you need to print a large number of employee reviews.

Exporting Archived Reviews

Click on the Reviews tab and select the Archived review list.

Select the reviews that you would like to export by checking the box to the left of the employee's name.

Note: You can also select all archived review documents by checking the select all box located to the left of the "Employee" column. Click the Export button at the top right of your screen and choose the PDF Export option.

Choose any additional content you want to include in your PDF versions besides the manager and employees' scores and comments. Then click Export.

Note: Depending on the number of reviews you choose to export, this may be a time-intensive task. Once you begin the export process, you are free to leave Perform, and we will email you a link to download the zip file containing all of your PDFs. The zip file will remain active for seven days. If you have not accessed the zip file within seven days of exporting, you will need to re-export the review documents.

You will also be able to access the zip file containing your PDFs from the Background Jobs icon at the top of your Perform screen. You are limited to one PDF export at a time. You will need to wait until the PDF export is completed before you can start another one.

Exporting In-Progress Reviews:

Click on the Reviews tab and select the Goals and Notes, Future, or Scoring review list.

Select the reviews that you would like to export by checking the box to the left of the employee's name.

You can also select all archived review documents by checking the select all box located to the left of the "Employee" column.

Click the Export button at the top right of your screen and choose the PDF Export option.

Choose any additional content you want to include in your PDF versions besides the manager and employees' scores and comments. Then click Export.

Note: You can export any custom list - such as "Canceled Reviews" - using the same method shared above - just select the custom list you'd like to export in place of the "Future", "Goals and Notes", or "Scoring" lists!