Interviews — legacy functional guide

Conduct a legacy interview as a manager

Find a campaign and an interview

1. In the manager workspace, open Performance → Interviews.
2. Choose the campaign group: Not started, In progress, Completed or Drafts.
3. Open an available campaign and locate the interview within your authorized population.

Use the lifecycle tabs to find the campaign group you need. The tabs organize campaign status; they do not change campaign dates or publish a campaign.

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The legacy campaign table can filter by manager, search, employee/manager preparation, employee/manager signatures and whether the interview took place. These are distinct states. A manager filter narrows the selected evaluator's population; a preparation filter does not imply signature completion. Available filters depend on role and configuration.

Prepare, meet and follow up

Follow the available steps for your assigned interview:

1. Open the assigned employee interview and follow its questionnaire sections.
2. Prepare the evaluator's answers, skills or objectives where the form allows them. Employee-only fields need not be editable by the evaluator.
3. Mark preparation complete after checking the answers. Arrange the meeting using the scheduling controls when enabled, or your company's process when scheduling is hidden.
4. Review the two contributions together and complete the meeting/signature steps offered for that campaign.
5. Consult the report/PDF when available. Changing evaluator, reopening preparation or unlocking a completed interview requires the appropriate right.

The legacy employee-signature guidance requires the manager to finish their part before the employee can sign. It describes an electronic-signature checkbox followed by confirmation. Treat this as the documented legacy process, not a universal nextgen rule.