You can upload employee performance ratings into Workleap Compensation using a structured import process. These ratings can later be referenced in compensation reviews and tied to pay guidelines.
To begin, go to Configuration in the navigation menu, then select the Performance tab.
Import performance ratings
Click Import Performance Ratings.
Follow the in-app steps to complete the process.
Step 1: Download the import template
Download the template provided in the platform. It includes two tabs:
Performance Rating Setup
Performance Rating Import
Step 2: Set up rating descriptions
In the Performance Rating Setup tab:
Fill in the Rating Description fields for each performance rating number.
Only delete rating numbers that are not applicable.
Caution: Do not delete rating numbers you plan to use.
Step 3: Add employee ratings
In the Performance Rating Import tab:
Enter the rating number (not the description) in Column E for each applicable employee.
Enter the effective date of the rating in Column F using the format
YYYY-MM-DD.
Step 4: Upload the template
Click Select Template and upload your completed import file.
Click Next to continue.
Step 5: Confirm and upload
The confirmation screen will show the total number of performance ratings ready to import.
Review the summary.
Click Upload Ratings to complete the import.