How to Create Forms in Performance Pro

Learn how to document and share Employee Forms in your Performance Pro.

June 24, 2026 By Cindy Gil-Avila

This workflow is designed for HR professionals, managers, and supervisors who evaluate direct reports. The forms listed below provide a standardized approach to documenting important employee interactions throughout the year. Each completed form is saved directly in the employee's profile and serves as a running record that can be referenced during mid-year check-ins and annual appraisals. These forms are separate documents and will not appear within the appraisal itself — they are intended to serve as a practical reference tool to support informed, consistent, and well-documented performance conversations.

Achievement
Development Action Plan
Employee Feeback or Concern
Member Feedback
Probation Notice
Verbal Warning Record
Written Disciplinary Action Notice

Navigating to Employee Appraisals

Step #1: Navigate to the Appraisal & Forms section of the portal. — Navigate to the **Appraisal & Forms** section of the portal.

Step #2: Click the employee filter dropdown menu. — Click the employee filter dropdown menu.

Step #3: Select your target employee from the list to view their specific appraisal forms. — Select your target employee from the list to view their specific appraisal forms.

Creating a Form

Step #4: Click the Add New + button on the dashboard. — Click the **Add New +** button on the dashboard.

Step #5: Select New Form from the dropdown menu. — Select **New Form** from the dropdown menu.

Step #6: Click the form type from the dropdown. — Click the form type from the dropdown.

Term	Definition
Achievement Form	A form used to officially record and recognize an employee's notable contributions. Requires Employee Comments.
Development Action Form	A form used to document and address concerns, complaints, or suggestions raised by an employee regarding their work environment or experience. Requires Employee Comments & Employee eSignature.
Employee Feedback or Concern	A record used to capture feedback received from members about their service experience, whether positive or constructive.
Member Feedback	A record used to capture feedback received from members about their service experience, whether positive or constructive.
Probation Notice	ONLY TO BE USED BY HR. A formal document that places an employee on a defined period of heightened monitoring due to performance or conduct issues, with clear expectations for improvement. Requires Employee Comments & Employee eSignature.
Verbal Warning Record	A written record documenting that a verbal warning was issued to an employee for a specific policy violation or performance concern.
Written Disciplinary Action Notice	A formal document that officially notifies an employee of a policy or conduct violation and outlines consequences and required corrective action. Requires Employee Comments & Employee eSignature.

Filling Out and Submitting the Form

Step #7: Complete the required fields. — Complete the required fields.

Be sure to provide detailed feedback. The rich text editor allows you to format your text for better readability.

Step #8: If the form is one that requires employee comments and e-signature, you will Click Send To Employee at the bottom right.If not, Click Save as Complete.Click OK on the success confirmation pop-up.NOTE: ALL FORMS are visible to the employee in their portal. Even if it did not require their comments or signature. — If the form is one that requires employee comments and e-signature, you will Click **Send To Employee** at the bottom right.

If not, Click Save as Complete.

Click OK on the success confirmation pop-up.

**NOTE:** ALL FORMS are visible to the employee in their portal. Even if it did not require their comments or signature.

The form has now been successfully sent to the employee for their review and comments. Once the employee saves their comments and signs, you can review and mark it as complete.

Term

Definition

Achievement Form

A form used to officially record and recognize an employee's notable contributions.

Requires Employee Comments.

Development Action Form

A form used to document and address concerns, complaints, or suggestions raised by an employee regarding their work environment or experience.

Requires Employee Comments & Employee eSignature.

Employee Feedback or Concern

A record used to capture feedback received from members about their service experience, whether positive or constructive.

Member Feedback

A record used to capture feedback received from members about their service experience, whether positive or constructive.

Probation Notice

ONLY TO BE USED BY HR. A formal document that places an employee on a defined period of heightened monitoring due to performance or conduct issues, with clear expectations for improvement.

Requires Employee Comments & Employee eSignature.

Verbal Warning Record

A written record documenting that a verbal warning was issued to an employee for a specific policy violation or performance concern.

Written Disciplinary Action Notice

A formal document that officially notifies an employee of a policy or conduct violation and outlines consequences and required corrective action.

Requires Employee Comments & Employee eSignature.