Where do the Performance Management documents live?

If you're a worker looking for the answers you submitted...

  1. Click on the Documents link from your Zenefits Dashboard.
  2. Scroll down to the Performance Management section.
  3. Click on a document to download.

If you're an administrator or manager looking for a PDF of answers that were submitted and remarks you shared...

  1. Go to the Documents app.
  2. Click the Performance Management tab.
  3. Click on a worker's name and scroll down to the Reviews section.
  4. Click on a document to download.
OR
  1. From the Performance Management app, click on Reviews.
  2. Click View next to the review you want to download.
  3. Click View next to the person you want to download answers for.
  4. Click Export to PDF.

If you're an administrator or manager looking for an Excel sheet of all questions and answers submitted...

  1. From the Performance Management app, click on Reviews.
  2. Click the three stacked dots next to the review you wish to download.
  3. Select Download Report.
  4. Clarify the review period, then Download.

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