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Performance Review Plans

MYOB Exo Employee Information gives you the ability to design your own performance review processes; it is possible to have any number of Performance Review Plans prepared on your system, which can then be assigned to employees when they start with your organisation. Performance Review Plans involve a selection of Performance Review Points, which define the individual steps or questions involved in the review.

To set up Performance Review Plans, select Performance Review > Performance Review Plans from the Maintenance menu. A list of plans appears. Click Add to create a new plan, or highlight an existing plan and click Select to edit it. Performance Review Plans are added and edited on the following window:

Click the

button to preview and print out a copy of the Exit Interview Plan.

Name Enter a name for the Performance Review Plan.

Header Enter information that will be displayed at the top of the Performance Review Plan when it is printed out. This may include instructions on conducting the performance review.

Points Assign Performance Review Points to the plan. The following operations are available:

  • Click the Add button to add a new point to the plan.
  • Select a point and click Edit to open the Performance Review Point Maintenance window to edit the text of the point.
  • Select a point and click Delete to remove it from the plan.
  • Once added, points can be dragged up and down to reorder them.


Enter the contact details of the person whose responsibility it is to carry out the Performance Review.

User Defined

The User Defined tab contains extra generic fields that may be used to customise your data. You can rename some of the "User Defined" fields, and use them to track information that may not have been included in the set screens provided with the system.

With User Defined Fields you can extend the power of the Exo Employee Information system to record items of interest that are not otherwise covered elsewhere.

The following types of User Defined Field are available:

  • Logical - Place a tick in the box to turn on a logical field.
  • Date - Enter a date in the format dd/mm/yyyy.
  • Text - Enter a short comment here.
  • Memo - Enter a long comment or description here. It can run over several lines.

To give a meaningful name to a field, double-click on the "User Defined" name; this will make the caption editable.


This tab stores notes and reminders for actions relating to the performance review plan.

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