Complete my performance review as an employee

Available for the following HR plan: Standard, Premium, Platinum   
Available for the following user access levels: Employee, Admin, Manager

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.

You can manage your Next Goals to help you demonstrate how your performance is progressing against expectations.

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

Watch a video

Daily activities

Save a review as a draft
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to start on.
    screenshot of the current reviews page, highlighting a review
  4. Answer the review questions.

    Helpful Hint

    The platform will automatically save your progress each time you edit your answers or star ratings.

  5. 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.

    screenshot of the review page, highlighting the save as draft button
Publish a review
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to publish.
    screenshot of the current reviews page, highlighting a review
  4. Answer the review questions.
  5. 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.

    screenshot of the review page, highlighting the publish button

Managing your next steps

View your Next Steps

After completing a Performance Review, there may be specific action items or "Next Steps" designed to help you improve and achieve your goals. These steps provide a clear path to work on any identified areas for growth and to build on your strengths before the next review.

  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you want to view.
    screenshot of the current reviews page, highlighting a review
  4. Click view your next steps in the top right.
  5. Click the new goal or target.
  6. Your Next Steps, either goals or tasks, will show.
Create key results towards your next steps

Filling in your key results help you track your progress towards your goals or tasks that form your next steps.

  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you want to view.
    screenshot of the current reviews page, highlighting a review
  4. Click view your next steps in the top right.
  5. Click the new goal or target.
  6. Click Add Key Result.
  7. Fill in the Key Result form.
  8. Click Save.

Other performance review options

Unpublish a review

Important

You can only unpublish published reviews.

  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to unpublish.
    screenshot of the current reviews page, highlighting a completed review
  4. Click the Unpublish button.
    screenshot of the review page, highlighting the unpublish button
Filter reviews
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Use the Date Range field to set the date range you need.
  4. Click the Filter button.
    screenshot of the current reviews page, highlighting the date range field and 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.

    screenshot of the current reviews screen, showing the filtered review search
Print a review
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to print.
    screenshot of the current reviews page, highlighting a completed review
  4. Click the Print button.
    screenshot of the current reviews page, highlighting the print button
View related goals (OKRs)
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review that you need.
    screenshot of the current reviews page, highlighting a review in progress

    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.

    screenshot of the current reviews page, highlighting the goals section

Editing data

Edit a review

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.

  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to edit.
    screenshot of the current reviews page, highlighting a review in progress
  4. Make the required changes.
  5. 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.

    screenshot of the review page, highlighting the publish and save as draft buttons

Further information

How to expand and minimise review questions

You can click the Expand or Minimise buttons to expand or minimise all the questions.

screenshot of the review page, highlighting the expand and minimise buttons

To expand or minimise each question individually, you can click the  or  buttons, respectively.

screenshot of the review page, highlighting the plus and minus buttons

Once a review period has closed, can I still see my performance review?

Yes, you will still be able to see all your previous performance reviews after those review periods have closed.

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Comments

6 comments
Date Votes
  • 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.

    0
  • 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!

    0
  • 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?

    0
  • 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!

    0
  • 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).

    0
  • 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

    0

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