For an overview of what RAR's are and what they contain, refer to the RAR Overview page



RAR's are created and owned by the Reviewee



To create a new RAR series, click on the “+” icon on the RAR cascade menu, below the list of reviewers.


This opens the Configure RAR Series screen as below






Reviewer - opens a drop down to select the Reviewer for this RAR series
Organisational Structure - defines where in the organisation this RAR resides (department, sub-department, team)
RAR start date - date of the first RAR in this series
RAR end date - date of the last RAR, if unspecified the series will continue indefinitely
RAR frequency - specify the interval between RAR's
Number of previous months - this changes the number of historic RAR's that are available for quick access from within the RAR
RAR sections - Specifies which sections can be included in a RAR (refer to the RAR overview page for an overview)
Include Actions - specify if actions from other sources should be included in the RAR for review




Clicking save will create the new series and the first RAR instance will be automatically available.



Some further notes on actions:

  • Direct reports - When checked will include actions created and assigned to you in other peoples RARs. 
  • Ideas - When checked will include actions created and assigned to you in Ideas.
  • Meetings - When checked will include actions created and assigned to you in Meetings.