Learn how to configure supporting data requirements for a performance review plan in PEARS.
The Supporting Data tab allows administrators to require staff to include PEARS records in their performance reviews. When enabled, staff will select from their own PEARS entries as part of the review process.
1
Navigate to Performance Review Plans
From the PEARS homepage, hover over the Plan menu and click Performance Review Plans.
2
Open the review plan
Click the performance review plan you want to configure.
3
Go to Supporting Data
Click the Supporting Data tab in the plan details.
4
Enable supporting data
Select Yes to indicate that staff should be required to include PEARS records in their performance reviews.
5
Add required modules
Click Select Modules to choose which data types to request. In the Add Required Module window:
Select one module type from the dropdown (only one per entry).
Select the year from which data is requested: Previous, Current, or Next year.
Click Save to confirm.
Repeat to add additional modules as needed.
6
Manage required modules
Review the listed required modules. Use the pencil icon to edit or the x to remove entries.
Screenshot: The Supporting Data tab showing the list of required modules with their types and year settings, along with pencil edit and x remove buttons, and the Select Modules button to add more
7
Save
Click Save and Continue to proceed to the next section, or Save to store your progress.
NOTE: If supporting data is required, staff must select from their PEARS entries when completing their reviews. If no data exists for a required module, staff must create it before submitting their review. Plans cannot be edited after the designated start date.
