How to Create a Future Review

Future Reviews allow you to set goals or take notes for the upcoming Review Period while the current review may still be active. You may create a future review to set upcoming goals or document actions/achievements in notes. Once the current review is Archived, the future review will take the place of the current, active Review.

Step One:  Click on your profile photo or initials in the upper right-hand corner, and select your Profile Settings.

Step Two: Select ‘Create Future Review’ under the Review Sets heading of your Profile page:

Step Three: The Future Review will now be available on your home screen to set future goals or take notes on the upcoming period:

You can also call us at 1 (800) 516-5849

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