Available for the following HR plans: Premium, Platinum
Available for the following user access level: 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.
Getting started
Important
You can only publish management reviews that are in the drafting stage.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the employee who needs a management review submitted.
- Complete the required fields.
- Click the Publish button.
Helpful Hint
You can click the Expand or Minimise 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.
Important
You can only send a reminder to an employee who has not completed their review yet within the review period.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the Actions dropdown button.
- Click the Remind button.
- Click the Remind button.
Important
You can only send a bulk reminder when multiple employees have not completed their reviews yet.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the Remind All button.
- Click the Remind button.
Data management
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the Filter button.
- Click the Date filter field.
- 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 the Filter button.
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.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the employee who needs a management review edited.
- Make the required changes and then click either the Publish or Save as Draft buttons.
Helpful Hint
You can click the Expand or Minimise 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.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the Download CSV button.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the employee who needs a review printed.
- Click the Print button.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the Print button.
Important
You can only unpublish reviews that have already been published.
- Click the Performance menu.
- Click the Performance Review Management submenu.
- Click the desired review period.
- Click the Direct employees tab.
- Click the employee who needs a management review unpublished.
- Click the Unpublish button.
Further information
A manager can only see the other manager's notes when the manager has published the 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: Indirect employee performance review management This feature allows you to check in on the performance review progress made by your indirect 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.
Comments
Sort of okay but specific information not here. I want to see an example of a performance review form and then how to edit it for our company
Hi Adrienne Murray - thanks for your comment.
To see performance review templates/examples, select the Performance menu item, then select Performance Review Management. From here, select Manage review settings, then select Review Templates. Select Add new review template, and in the drop-down box under Rating Scale Template, you should see the following options:
Once you have selected one of these, the names and descriptions of the review items will automatically populate. From there, you can select Add New at the bottom of the list to add your own company-specific review items.
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