How can I leave a performance review?

Wether you had a positive or negative experience, we encourage you to rate every worker after they have completed a shift at your facility. You can also follow this process to make changes to an existing rating.

Note: To report a safety incident, please see our guide on how to report a safety incident instead.

{{fyi-start}}

Update: Facilities can now rate a worker's performance through the new Worker's page on mobile and desktop. Click an option below to learn more.

{{fyi-stop}}

How to leave a rating

{{accordion-start}}

Instructions for mobile app

{{accordion-split}}

Rating from the Workers page

1. Open the Clipboard Facility app on your phone (Must have Admin or Shift Management role to leave a rating)
2. Tap the Workers tab from the bottom menu-bar
   
   
3. Select Rate Performance from the worker's shift card (tap your existing rating to update it)
   
   
4. Complete the review card and submit your rating

Rating from the calendar view (Shifts page)

1. Open the Clipboard Facility app on your phone (Must have Admin or Shift Management role to leave a rating)
2. Tap the Shifts tab from the bottom menu-bar to open your calendar
   
   
   
   
3. Select a date and worker type (CNA, RN, etc) from the top of your calendar
   
   
4. Select the worker's shift card below your calendar
   
   
   
   
5. Tap Add review to complete a review card and submit your rating (You'll see an option to "View review" if you already left a rating)
   
   
   
   

Rating from the Chat window

1. Open the Clipboard Facility app on your phone (Must have Admin or Shift Management role to leave a rating)
2. Tap Chat from the bottom menu-bar
   
   
3. Select the worker you wish to review
4. Tap "How would you rate their performance?" (You'll see "View or update shift review" if you already left a rating).
   
   
5. Complete the review card and submit your rating

Click here to learn more about the Chat feature.

{{accordion-stop}}

{{accordion-start}}

Instructions for desktop

{{accordion-split}}

Rating from the Workers page

1. Open the Clipboard Health portal (Must have Admin or Shift Management role to leave a rating).
2. Select the Workers page in the dark blue menu bar.
   
   
   
   
3. Click Rate performance in the shift history view or the worker's profile.
   
   
   
   
   
4. Fill out the review and click Submit.

Rating from the calendar view (Shifts page)

1. Open the Clipboard Health portal (Must have Admin or Shift Management role to leave a rating).
2. Click on the worker's shift date in the calendar.
3. To the right of the calendar, click the shift block to expand the shift card.
   
   
   
   
4. Select the "Add review" option.
   
   
   

{{accordion-stop}}

Note: Leaving a 1-star review will give you the option to block a worker from future shifts at your facility.