Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll,
Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Manager, Admin
Tailor performance review questions to specific participant roles to ensure employees and reviewers only see and respond to questions relevant to them. This role-based filtering removes confusion caused by seeing questions meant for others, such as an employee being asked about leadership ratings or a manager being asked about personal career goals. By streamlining the questionnaire, you improve the accuracy of review data and create a faster, more focused experience for your team.
HR Admins can also use these settings to gather candid manager-only input on internal assessments, such as promotion readiness, without exposing these specific questions or answers to the employee. This ensures reviewers can provide accurate and trustworthy feedback to inform talent decisions while maintaining the appropriate level of confidentiality.
This article shows you how to achieve the following:
- Assign questions to specific roles
- Provide context for reviewers
- Review automated scoring and visibility rules
- Control Recognition email notification settings
Assign questions to specific roles
When creating or editing a review template, you can define exactly who should see and answer each individual question.
- Log in to Employment Hero.
- Click the Performance icon on the left-hand menu.
- Click the Performance Reviews option.
- Click the Review Templates tab.
- Click + Create Review Template or select an unused template to edit.
- Locate the Answered by setting next to your question.
- Select the appropriate visibility option:
- All Participants: Everyone involved in the review sees and answers the question.
- Employee Only: Only the person being reviewed sees and answers this question.
- Reviewer Only: Only the assigned reviewers (such as primary or secondary managers) see and answer this question.
- Click Publish template.
Helpful Hint
All existing questions default to "All Participants" to ensure your current review processes remain consistent. If a template is currently in use in an active review period, it is locked and cannot be edited; you must clone the template to make changes.
Provide context for reviewers
Reviewers can view the responses an employee provided to "Employee Only" questions to help them write a more informed assessment.
- As a reviewer, open the assigned employee's review.
- Navigate to the Context or Self-reflection section.
- View the employee's answers in this read-only area while completing your own reviewer sections.
Important
These self-reflection answers are clearly separated from the questions the reviewer is required to answer.
Review automated scoring and visibility rules
Role-based settings automatically impact how final ratings are calculated and what participants can see once the review period ends.
- Accurate Scoring: The "Overall Score" calculation only includes questions visible to the Reviewer. The system automatically ignores "Employee Only" questions for this total.
- Weight Redistribution: If certain questions are hidden from a participant, the system recalculates the remaining question weights so the total still equals 100%.
- Final Visibility: If an administrator has set review responses to "Visible," employees can see the reviewer's answers to all questions (including Reviewer Only questions) once the review is published.
- Private Feedback: If the review is set to "Private," employees will only see their own answers and will not see reviewer feedback.
Control Recognition email notification settings
HR admins can manage organization-wide email communications for the recognition workflow. This provides visibility into who receives emails, what triggers them, and the ability to turn specific notifications on or off independently.
- Go to Organisation Email Settings.
- Locate the Engagement section and select Recognition.
- Review the available notification types:
- Shoutout Received: Sent to the employee who received a shoutout.
- Award Recognition Received: Sent to the employee when an award is approved.
- Recognised with Hero Points: Sent to the nominee when an award with Hero Points is approved.
- Award Submitted for Approval: Sent to the approver when an award is submitted for review.
- Award Approved: Sent to the nominator confirming the award was approved.
- Award Declined: Sent to the nominator if an award is not approved.
- Click the eye icon to view recipient details, trigger conditions, and a visual email template preview.
- Toggle the notification On or Off to update your organization-level settings.
Helpful Hint
Updating these settings only affects email delivery. Disabling a notification will not stop the underlying recognition action; for example, Hero Points will still be awarded and shoutouts will still appear on the company feed.