Select Goals and Projects to Include in Annual Reviews (Manager)

As a manager, you can select the goals and projects that should be included in your team member's annual review. The system automatically selects items that were included in quarterly check-ins over the last year.

Include. Select the items you want to include in the annual review using the checkboxes 

Do not include. For a goal or project you do not want to include, leave the row's checkbox empty 

Missing a goal or project? Use the add button to create a new goal/project or to search for an existing goal/project.

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