A performance review is the assessment and review of your employees' productivity in undertaking their assigned role and what skills they can improve upon. Regular performance reviews help remind your employees of what you expect from them in the workplace. They also provide you with the information on your team when making employment decisions, such as promotions.
The Direct Employees Performance Review Management feature allows you to check in on the performance review progress made by your direct employees and then submit feedback on these answers back to your employees. You can also use this feature to download a CSV copy of the data, that you can then upload into a CSV-supported program like Microsoft Excel and print an offline copy of this information if required.
Important
Only an employee's primary manager can complete the required performance review, not their secondary manager.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
The below premises will walk you through how you submit and publish a management review.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the employee who needs a management review submitted.
- Complete the required fields and then click the Publish or Save Draft button.
Helpful Hint
You can click the Expand or Minimise buttons to either close or open a review question. Each time you edit a review or update the star ratings, the platform will automatically save your progress. You can only publish a review once you answer all available questions. The platform shows a completed answer by highlighting it in green.
Important
This option is only available for reviews in the drafting stage.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the employee who needs a management review published.
- Click the Publish button.
Helpful Hint
You can only publish a review once you answer all available questions. The platform shows a completed answer by highlighting it in green.
Important
This option is only available when an employee has not completed a review, and the review end date has not passed.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the Actions button.
- Click the Remind button.
- Click the Remind button.
Important
This option is only available when there are multiple employees yet to complete an assigned review.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the Remind All button.
- Click the Remind button.
Maintain
The below premises will walk you through how to edit, print, and unpublish a management review.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Use the Date Filter field to set the desired date range.
- Click the Filter button.
Helpful Hint
If you would like to view all your reviews, you can do so by clicking the Reset button and then clicking the Filter button.
Important
This option is only available for reviews in the drafting stage. Also, amending your responses and ratings might not be available after the review period, which depends on whether the administrator has set a lockout date for the review.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the employee who needs a management review edited.
- Make the required changes and then click either the Publish or Save as Draft buttons.
Helpful Hint
You can click the Expand or Minimise buttons to either close or open a review question. Each time you edit the review or update the star ratings, the platform will automatically save your progress.
Helpful Hint
Downloading the review data will save the information as a CSV file.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the Download CSV button.
Helpful Hint
Printing the review data will save the information as either a PDF or you can print the information out.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the employee who needs a review printed.
- Click the Print button.
Helpful Hint
Printing the review data will save the information as either a PDF or you can print the information out.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the Print button.
Important
This option is only available for published reviews.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct Employees tab.
- Click the employee who needs a management review unpublished.
- Click the Unpublish button.
Explore related content
- HR platform: Indirect employee performance review management This feature allows you to check in on the performance review progress made by your indirect employees.
- HR platform: My performance review This feature allows you to submit a performance review by answering the questions your organisation has set out for you for discussion during a performance review meeting.
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