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Manage performance reviews as a manager

Updated

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager    Admin   

 

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. You can also use this feature to download a CSV copy of the data and print an offline copy of this information if required.

Complete a management review

Complete a management review

Important

You can only publish management reviews that are in the drafting stage.

  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct Employees tab.
  5. Click the employee who needs a management review submitted.
  6. Complete the required fields.

  7. Click the Publish button.

    Helpful Hint

    You can click the Expand or Minimize buttons to 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.

Add Next Steps to an employee's performance review

At the conclusion of a Performance Review, you may identify action items to support your employee's development before the next review. These "Next Steps" guide the employee’s progress in key areas and ensure continuous improvement.

  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Assigned to me tab.
  5. Click the employee who needs Next Steps added.
  6. Click Create and view next steps.
  7. Click Create.
  8. Choose between a task and a goal.
  9. Complete the fields.
  10. Click Save.
  11. The new task or goal will show in the Next Steps area, and an email about the next steps will also be sent to the employee.
View an employee's progress towards next steps

The Next Steps feature is only available to Employment Plus, Employment Unlimited and Classic Platform users.

At the conclusion of a Performance Review, you may identify action items to support your employee's development before the next review. These "Next Steps" guide the employee’s progress in key areas and ensure continuous improvement.

  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Assigned to me tab.
  5. Click the employee who needs Next Steps added.
  6. Click the Next Steps box.
  7. Click the Next Step you want to view.
  8. The employee's progress towards the task or goal will show.

Send performance review reminders

Send a reminder: Individually

Important

You can only send a reminder to an employee who has not completed their review yet within the review period.

  1. Click the   Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the Actions dropdown button.
  6. Click the Remind button.
     
Send a reminder: In bulk

Important

You can only send a bulk reminder when multiple employees have not completed their reviews yet.

  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the Remind All button.
  6. Click the Remind button.
     

Filter performance reviews

Filter performance reviews
  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the Filter button.
  4. Click the Date filter field.
  5. Set the desired date range.

  6. 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 the Filter button.

Manage performance reviews

Edit a management review

Important

You can only edit reviews that are still in the drafting stage. Also, you might not be able to change your ratings and responses after the review period. This depends on whether the administrator has set a lockout date for the review.

  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the employee who needs a management review.

  6. Make the required changes and then click either the Publish or Save as Draft buttons.

    Helpful Hint

    You can click the Expand or Minimize buttons to close or open a review question. Each time you edit a review or update the star ratings, the platform will automatically save your progress.

Download a CSV of the review summary
  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the Download CSV button.
     
Print an individual review
  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the employee who needs a review printed.
  6. Click the Print button.
     

Important

When you click Print on your Performance Review, a new tab should open, allowing you to print or save the document. If this doesn't happen, pop-ups are likely blocked in your browser. Please ensure that pop-ups are enabled for Employment Hero. Refer to this article for instructions on how to check and manage pop-up settings in Chrome.

Print the review summary
  1. Click the Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the Print button.
     

Important

When you click Print on your Performance Review, a new tab should open, allowing you to print or save the document. If this doesn't happen, pop-ups are likely blocked in your browser. Please ensure that pop-ups are enabled for Employment Hero. Refer to this article for instructions on how to check and manage pop-up settings in Chrome.

Unpublish a management review

Important

You can only unpublish reviews that have already been published.

  1. Click the   Performance menu.
  2. Click the Performance Review Management submenu.
  3. Click the desired review period.
  4. Click the Direct employees tab.
  5. Click the employee who needs a management review.
  6. Click the Unpublish button.
     

Further information

Who can complete a performance review?
Both primary and ‌secondary managers can complete a performance review. Users with admin permission settings can select if the primary manager, the secondary manager, or both will complete the performance reviews within their organization.
Who can see an employee's review comments?

Managers can only see the employee’s own notes when the employee has published the review. In addition, a manager can only see the other manager's notes when the manager has published the review. However, Admins/Owners can see managers' and employees' notes while they’re in draft status or published status.

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 have not yet been published. 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.

Can I change who can see a performance review?

Yes. In Settings > Permissions > Other Permissions > Performance Review Settings/Performance Review Responses, you can give custom permissions to these users. To find out how to create a custom security group, click on this link.

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