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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:

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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