Viewing performance reviews | HR Employee File

As a manager, seeing when your employees have completed a performance review is a core part of employee management and making sure you can quickly address any feedback the employee has provided. It allows you to maintain a high-performing team that feels management view and action the feedback they provide.

The Performance Review feature in the employee file module allows you to see the details of a specific employee's performance review, including the completion state, progress status, and the start and end date. There is also a Filter feature that allows you to tailor what reviews you see within an employees' file based on a specific period in time.

Availability

HR Plan:   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Daily activities

Filter employee reviews
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose review you wish to view.
  4. Click the Reviews button.
  5. Click the Filter button.
  6. Use the Date drop-down to set the desired date range.
  7. Click the Filter button.

    Important

    If you would like to view all the reviews, you can do so by clicking the Reset button and then clicking on the Filter button. This will clear all data stored in the filter fields.

    Review_1.jpg
Show archived reviews
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose archived review you wish to view.
  4. Click the Reviews button.
  5. Select the Show Archived Reviews tick box.
    Review_3.jpg
View an employee's review
  1. Click the   People menu.
  2. Click the Employees List submenu.
  3. Select the employee whose review you wish to view.
  4. Click the Reviews button.
  5. Click the review you want to view.
    Review_2.jpg

Author recommended

So you have now viewed an employees review 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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