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Saving PDFs of Evaluations for Performance

When evaluations are completed within Performance, PDF copies can be downloaded for user reference or off-site backups. PDFs of evaluations must currently be saved individually and can be done with either of the two methods below:

Training/Performance Administrators can save evaluations for any employee from the "Account Admin" menu.

Managers can save evaluations of employees under them from the "People" menu.

Via "Account Admin"

  1. Click Account Admin from the top while logged in to a Talent Management module.
    LMS - Account Admin - 01.png
  2. The "People" menu should be the initial menu. Click Edit next to the employee you will saving the evaluations of.
    BDHR - Account Admin - People - 2025 - Edit - 00.png
  3. Click the Evaluations tab.
    BDHR - Account Admin - People Profile - Evaluations - 00.png
  4. Click the evaluation name under the "Evaluation" column.
    PERF - Account Admin - People - Evaluations - 01.png
  5. A new tab/window may open, depending on your web browser, where you can review the evaluation and download it to your computer.
    PERF - People - Download - 03.png

Via the "People" Menu

  1. Click "People" from the top while logged in to the Performance module.
    PERF - Menu - People - 00.png
  2. Click the name of the employee.
    PERF - People - Menu - 02.png
  3. Click the evaluation to view. You may also expand the menu.
    PERF - People - Menu - 03.png
  4. A new tab/window may open, depending on your web browser, where you can review the evaluation and download it to your computer.
    PERF - People - Download - 03.png
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