The My Performance Review feature enables you to submit your review, answer questions set by your organisation, and edit or print the information.
The Performance Review will also show you your goals/OKRs that are due within the review period.
Interactive learning
Watch a video
Manage performance reviews
Save, publish, and unpublish performance review
Save a review as a draft
Note: The platform will automatically save your progress each time you edit your answers or star ratings.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to start on.
- Answer the review questions.
- Click the Save Draft button.
Your review will now be saved as a draft. This means you can reopen and continue your current progress from now until the due date. However, the fact you saved the review does not mean you completed it. You still need to publish the review to complete it.
Publish a review
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you want to publish.
- Answer the review questions.
Note: When you complete an answer to each question, that question will be automatically highlighted green to confirm it us complete. Only when all the questions have received completed answers will you be able to publish your review.
- Click the Publish button.
Filter and print performance reviews
Filter reviews
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Use the Date Range field to set the date range you need.
- Click the Filter button.
You will now be able to 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.
Access review goals (OKRs) and edit data
Open review goals (OKRs)
Edit a review
Note: 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.
Also note: if your admin has set a lockout date for the review, you will not be able to edit your answers after the review period.
- Click the Performance menu.
- Click the Performance Reviews submenu.
- Click the review you wish to edit.
- Make the required changes.
As you edit your review answers and/or star ratings, the platform will automatically save the progress you make.
- Click either the Publish or Save Draft button (depending on your requirements).
Further information: Navigating the review accordions
Expand and minimise review questions
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.
Explore relevant content
- Complete a 360 review This feature allows you to submit a 360 review for your peers and colleagues.
- Manage my goals (OKRs) This feature walks you through how you can update the goals assigned to you by your company, team and/or manager.
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