Archives: Helps

Performance Reviews

Performance Reviews

Conduct structured evaluations with ratings, feedback, and approvals.

Accessing Reviews

  • Go to Performance → Reviews

Insert Screenshot: Review List View

Starting a Review

  • Click Start Review
  • Select employee and review cycle
  • Fill in: Ratings, feedback, attachments
  • Click Submit

Insert Screenshot: Review Form with Rating Scale

Approving Reviews

  • Reviewer receives notification
  • Click Approve or Request Changes

Exporting Reviews

  • Click Download PDF on completed review

Troubleshooting

  • Can’t submit → Check required fields
  • Reviewer not listed → Verify role assignment

Objectives & Goals

Objectives & Goals

Set, assign, and track goals aligned to company objectives.

Accessing Objectives

  • Go to Performance → Objective OKR Score

Insert Screenshot: Objectives List View

Creating a Goal

  • Click Add Goal
  • Fill in details:
    • Title
    • Description
    • Assigned Employee
    • Deadline
    • Weight (optional)
  • Click Save

Insert Screenshot: Add Goal Form

Updating Goals

  • Click goal title → Edit
  • Update progress or status
  • Add comments or attachments

Filtering & Exporting

  • Filter by employee, department, or status
  • Click Export Goals → Choose format (PDF/Excel)

Troubleshooting

  • Goal not saving → Check required fields
  • Progress not updating → Refresh or check permissions

Performance Dashboard

Performance Dashboard

Your central hub for monitoring key performance metrics.

Accessing the Dashboard

  • Log in to CRMLeaf
  • Navigate to Performance → Dashboard

Insert Screenshot: Performance Dashboard Overview

Interface Breakdown

  • Widgets → Goal completion %, pending reviews, average ratings
  • KPIs → Total reviews, overdue goals, check-in count
  • Filters → Department, role, date range

Actions

  • Click widgets to drill into detailed data
  • Export dashboard insights as PDF or Excel

Troubleshooting

  • Dashboard not loading → Refresh browser or check permissions
  • Metrics missing → Confirm goals/review data is entered

Offer Management

Offer Management

Offer Management allows you to create, send, and track job offers for selected candidates.

What You’ll Learn

  • Generate job offers
  • Customize offer details
  • Send offers via email
  • Track offer status
  • Export offer records

Accessing Offer Management

Step 1: Navigate to Offer Letters

  • Go to Recruit → Offer Letters

Step 2: Understand the Interface

  • Offer List – Candidate, job title, status
  • Actions – Create, edit, resend, withdraw

Creating an Offer

  • Click Create Offer
  • Select candidate
  • Fill in:
    • Role
    • Salary
    • Start Date
    • Terms and Conditions
  • Click Send Offer or Download PDF

Exporting Offers

  • Click Export Offers
  • Choose format and fields

Mobile Usage

  • Tap the offer to view or edit
  • Use the share button to send

Best Practices

  • Confirm candidate acceptance before updating the status
  • Use standardized templates for consistency

Troubleshooting

  • PDF not generating? Check template settings
  • Offer not sending? Verify email configuration

Application Processing

Application Processing

Application Processing helps you evaluate and move candidates through recruitment stages.

What You’ll Learn

  • Review applications
  • Advance or reject candidates
  • Add comments and tags
  • Export application pipeline

Accessing Application Processings

Step 1: Navigate to Application Processings

  • Go to Recruit → Job Applications

Step 2: Understand the Interface

  • Pipeline View – Stages like Applied, Shortlisted, Interviewed
  • Candidate Cards – Resume, notes, actions

Processing Applications

  • Click candidate card
  • Review resume and notes
  • Use action buttons:
    • Advance to next stage
    • Reject with reason
    • Add comment or tag

Exporting Pipeline

  • Click Export
  • Choose format and filters

Mobile Usage

  • Swipe through stages
  • Tap to open application

Best Practices

  • Use consistent criteria for evaluation
  • Document decisions for audit trail

Troubleshooting

  • Missing stages? Check job configuration
  • Application not advancing? Refresh or check permissions

Interview Scheduling

Interview Scheduling

Interview Scheduling allows you to plan, manage, and track interviews with candidates and panel members.

What You’ll Learn

  • Schedule interviews
  • Notify candidates and interviewers
  • View interview calendar
  • Reschedule or cancel interviews
  • Export interview schedules

Accessing Interview Scheduling

Step 1: Navigate to Interview Schedule

  • Go to Recruit → Interview Schedule

Step 2: Understand the Interface

  • Calendar View – Scheduled interviews by date
  • Filters – Candidate, interviewer, date
  • Actions – Schedule, reschedule, cancel

Scheduling an Interview

  • Click Schedule Interview
  • Select:
    • Candidate
    • Interviewer(s)
    • Date & Time
    • Location or Video Link
  • Add agenda or notes
  • Click Send Invite

Exporting Interview Calendar

  • Click Export
  • Choose PDF or Excel

Mobile Usage

  • Use calendar view
  • Tap to schedule or edit interviews

Best Practices

  • Confirm interviewer availability before scheduling
  • Include clear agenda and contact info

Troubleshooting

  • Invite not received? Check email settings
  • Interview not saving? Verify required fields