How to save performance review as a PDF?

This article explains how to download and save a performance review as a PDF file for documentation, sharing, or offline storage.

Each completed or in-progress performance review can be exported and saved as a PDF directly from the review page.

Steps to save a performance review as a PDF

1. Navigate to the Perform app.
2. Open the Reviews tab.
3. Locate and open the performance review you want to download.
4. Once the review is open, click the three-dot menu in the top-right corner.
5. Select Save as PDF.
6. The system will generate and download the review as a PDF file.
   
   

Alternative access method

You can also download a performance review from the employee profile:

1. Open the employee’s profile.
2. Navigate to the Reviews section.
3. Open the desired review.
4. Use the three-dot menu → Save as PDF option.
   
   

After the export is completed, the PDF can be stored locally, shared internally, or used for record-keeping.

Here is a short video guideline on how to save a review as a PDF: