Work Smart Webinar: Creating an Annual Review Process

• published: 15 Sep 2015
• views: 121

Learn how to build an annual review and performance management workflow in Smartsheet. 0:45 Training specialist Erin Harlan gives an overview of the process with a workflow map 4:43 Erin has all her employee info stored in a sheet based on this template: https://www.smartsheet.com/solutions/employee-info 9:07 Save the sheet as your own template, so you can use it again next year 9:33 Employee self-evaluation forms feed into the sheet 14:38 Give executives a condensed view of manager and company evaluations by creating reports 19:28 To share the employee evals while hiding their manager feedback, you can publish the report as a link or send it as an attachment 23:37 Reports give you a view across multiple sheets, so you can compare the list of submitted evaluations against the sheet containing all your employees, and see who hasn’t yet completed their review We regularly offer live webinars to help you get the most out of Smartsheet. Sign up for one, or watch the archives, at http://www.smartsheet.com/webinars ----------------------------------------------------------------------------------------------------------- Smartsheet is a work management tool in a familiar spreadsheet layout. With millions of users in more than 160 countries, Smartsheet helps businesses of all sizes improve productivity, collaboration, and efficiency. Learn how Smartsheet can help you get more done in less time at http://www.smartsheet.com ----------------------------------------------------------------------------------------------------------- Get tips on using Smartsheet and discover new features with some of our most popular videos: Resources for New Smartsheet Users: http://bit.ly/new-smartsheet-users-resources Working in Smartsheet: http://bit.ly/working-in-smartsheet Smartsheet Overview: http://bit.ly/smartsheet-overview-video Gantt Chart View in Smartsheet: http://bit.ly/gantt-chart-view-smartsheet Gantt with Dependencies in Smartsheet: http://bit.ly/gantt-dependencies-smartsheet Work Smart Webinar: Project Management for Non-Project Managers: http://bit.ly/project-mgmt-non-project-mngr Smartsheet for Outlook: http://bit.ly/smartsheet-outlook Smartsheet and Google Apps: http://bit.ly/smartsheet-google-apps