Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager
A performance review evaluates employees' productivity and identifies areas for improvement, aligning them with workplace expectations. These reviews are crucial for making informed decisions about promotions, raises, and layoffs.
The Indirect Employee Performance Review Management feature lets you monitor the progress of managers and their indirect reports on performance reviews. It also allows you to download the data as a CSV file, which can be uploaded to programs like Microsoft Excel for printing or further analysis.
Important
At this time, indirect employees and secondary managers cannot respond to the reviews.
Getting started
The below premises will walk you through how to filter review periods and view an employee review.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Use the Date Filter field to set the desired date range.
- 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.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Indirect Employees tab.
- Click on the employee whose review you want to view.
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.
Helpful Hint
Downloading the review data will save the information as a CSV file.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Indirect Employees tab.
- Click the Download CSV button.
Helpful Hint
When printing the review data you will have the option to save the information as a PDF.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Indirect Employees tab.
- Click the Print button.
Further information
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 employees review, and therefore cannot see the managers 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.
Yes. In Settings > Custom Security Settings > 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.
Explore related content
- HR platform: Direct employee performance review management This feature allows you to check in on the performance review progress made by your direct employees.
- HR platform: My performance review This feature allows you to submit a performance review by answering the questions your organisation has set out for you for discussion during a performance review meeting.
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