As an employee, a performance review is a crucial part of your appraisal process. It evaluates your work and detects areas to improve upon, both in the professional and personal realms. The My Performance Review feature enables you to submit your review, answer questions set by your organisation, and edit or print the information.
Helpful Hint
The goals shown in the Performance Review are the employee's goals that are due within the timeframe of the Performance Review.
Interactive learning
Daily activities
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to start on.
- Answer the review questions.
Helpful Hint
The platform will automatically save your progress each time you edit your answers or star ratings.
- Click the Save Draft button.
Important
Saving your answers as a draft will not complete your review; it allows you to work on your responses until the due date. Once you complete your review, you can publish it.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to publish.
- Answer the review questions.
- Click the Publish button.
Helpful Hint
You can only publish a review after answering all the questions. The platform shows a completed answer by highlighting it in green.
Important
You can only unpublish published reviews.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to unpublish.
- Click the Unpublish button.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Use the Date Range field to set the date range you need.
- Click the Filter button.
Helpful Hint
You can now see reviews that fall within the date range you set. If you would like to view all your reviews, click the Reset button, then click the Filter button.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to print.
- Click the Print button.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review that you need.
Helpful Hint
You will now see your OKRs. You can click on the GOALS section to expand the pane and view more information regarding your OKRs.
Editing data
Important
You can only edit reviews that are still in the drafting stage. If you want to edit a review after it has been published, you have to unpublish it first.
Note that you might not be able to edit your answers after the review period. This depends on whether your admin has set a lockout date for the review.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to edit.
- Make the required changes.
- Click either the Publish or Save Draft button.
Helpful Hint
The platform will automatically save your progress each time you edit your answers or star ratings.
Further information
You can click the Expand or Minimise buttons to expand or minimise all the questions.
To expand or minimise each question individually, you can click the or buttons, respectively.
Yes, you will still be able to see all your previous performance reviews after those review periods have closed.
Explore relevant content
- Indirect employee performance review management via the HR platform This feature allows you to submit a 360 review by answering the questions your organisation has set out for you for discussion during a performance review meeting.
- Managing your organisation's goals (OKRs) via the HR platform This feature walks you through how you can update the goals assigned to you by your company, team and/or manager.
Comments
I noticed in the video in this article (at 3m58sec) says that ‘employees will be notified via email at the start date of the review’. This is not correct - the system currently sends the email to employees as soon as they are added to the review.
Hi Nick Leitch,
Thanks for reaching out. We'll review the process and amend any outdated content. Thank you for taking the time to let us know, we really appreciate it!
I'm leaving a comment here because I can't find a support email.
I'm unable to complete a performance review. The publish button is not showing anymore and there's not other way to complete it. What do I do?
Hi Aylin Riquelme, thank you for getting in touch. Can you check that all the questions in the review have been answered and that they have been highlighted in green? You will only be able to complete the review once this is done. Let me know if that helps. Thanks!
Hi, I've completed all the questions, however I'm not able to edit my answers anymore, and the button for "Save as draft" and the "publish" one are not showing anymore (see photo).
Hi Aylin Riquelme, thanks for your reply. I'm not sure why this might be but I have escalated your question to our support team who will be in contact with you shortly. Your ticket number is # 1189842
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