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  4. Performance Reviews

Indirect employee performance review management | HR Web Platform

James Nixon
Updated
EH Content Team

Overview

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. It also provides you with the needed information on your team when making employment decisions, such as promotions, pay raises, and layoffs.

The Indirect Employee Performance Review Management feature allows you to check in on the progress made by managers and their employees that indirectly report through to you, on their assigned performance reviews. 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

At this time, indirect employees and secondary managers cannot respond to the reviews.

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.

Maintain

The below premises will walk you through how to filter review periods and view an employee review.

Filter review periods
  1. Click the   Performance menu.
  2. Click the Performance Review Management submenu.
  3. Use the Date Filter field to set the desired date range.
  4. 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.

    Screenshot of the employees review panel. A red box highlights how to select the date range for viewing the reviews that took place within that range. Click filter when you choose your date range and the corresponding reviews will be shown in a list below it.
View an employee review
  1. Click the   Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
    Screenshot of the employee review page showing a list of reviews that have been filtered. To view a full review, click on the name of the one you want to see.
  4. Click the Indirect Employees tab.
  5. Click on the employee whose review you want to view.
    Screenshot of an employee review. The screen is divided into two tabs. Direct and indirect employees. Indirect employees is currently selected. An employee called ruby anderson is highlighted from the quarter 2 review that is shown

    Helpful Hint

    You will now see the employee's review on your screen along with their managers' responses. You can click the Expand or Minimise buttons to either close or open a review question.

    Review_4.jpg
Export the review summary

Helpful Hint

Downloading the review data will save the information as a CSV file.

  1. Click the   Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
    Screenshot of the employee review page showing a list of reviews that have been filtered. To view a full review, click on the name of the one you want to see.
  4. Click the Indirect Employees tab.
  5. Click the Download CSV button.
    Screenshot showing indirect and direct employees tab. Select one and then click the blue download csv button situated under the name of the review. This one is quarter 2 review.
Print the review summary

Helpful Hint

When printing the review data you will have the option to save the information as a PDF.

  1. Click the   Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
    Screenshot of the employee review page showing a list of reviews that have been filtered. To view a full review, click on the name of the one you want to see.
  4. Click the Indirect Employees tab.
  5. Click the Print button.
    Screenshot showing indirect and direct employees tab. Select one and then click the blue print button situated under the name of the review. This one is quarter 2 review.

Further information

Who can see an employee's review comments?

A primary manager can view their direct employees reviews in the Direct Employees tab via the Reviews Management module. Clicking into the review, they will be able to see the primary manager's comments as they are the primary manager, i.e. they can see their own comments. They can also print the review with their own comments, before publishing the data.

A secondary manager cannot see an employee's review, and therefore cannot see the manager's comments in the review. The exception to this is if the secondary manager is also an indirect primary manager.

Indirect managers in the primary reporting line only, not the secondary reporting line, can see their indirect employees reviews via the Indirect Employee tab in the Reviews Management module. Clicking into the review, you will be able to see the manager's comments before they publish this data. They can also print their indirect employees' reviews, meaning they can print another manager's comments in this review.

Admins can download the CSV file of the review in the Review Periods module. In the CSV the comments will be visible, even if they are yet to publish this data. But if you click the Print button to print the review period details, then the overall rating will not be shown unless the manager has published their answers.

Author recommended

So you have now learnt more about performance reviews and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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