Paychex Flex Engage

Navigate to the Performance Management Dashboard.

Find the employee whose review you need to complete.

Click Do Review next to the employee's name.

1. Navigate to the Performance Management Dashboard.
2. Locate the active review cycle.
3. Find the employee whose review you need to complete.
4. Click Do Review next to the employee's name.

Note: The Do Review button is available only after the review cycle's Open Date. Before the open date, the review cannot be accessed.

Provide ratings and comments where required.

Create and evaluate goals if the review includes a goal review section.

Complete any additional sections configured for the review template.

1. Answer all applicable review questions.
2. Provide ratings and comments where required.
3. Create and evaluate goals if the review includes a goal review section.
4. Complete any additional sections configured for the review template.

Once all required information has been entered, click Submit to complete the review.

You do not have to complete the review in a single session.

- Close the review.
- Navigate away from the page.
- Return later to continue working.

All entered responses are automatically saved as a Draft, allowing you to resume from where you left off.

If a submitted review is returned for changes:

Click Do Review for the returned review.

Review the return comments provided by the reviewer or administrator.

Update the review based on the requested changes.

Click Submit to resubmit the review.

1. Navigate to the Performance Management Dashboard.
2. Open the review cycle.
3. Click Do Review for the returned review.
4. Review the return comments provided by the reviewer or administrator.
5. Update the review based on the requested changes.
6. Click Submit to resubmit the review.

The Do Review button is displayed only after the configured Open Date.

Review progress is automatically saved as a draft while you work.

Draft reviews can be completed over multiple sessions.

Returned reviews remain editable until they are resubmitted.

After resubmission, the review continues through the configured review workflow.

- The Do Review button is displayed only after the configured Open Date.
- Review progress is automatically saved as a draft while you work.
- Draft reviews can be completed over multiple sessions.
- Returned reviews remain editable until they are resubmitted.
- After resubmission, the review continues through the configured review workflow.

Supervisors complete employee performance reviews from the Performance Management Dashboard. Reviews can be saved as drafts while in progress and submitted once all required sections have been completed.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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