Complete my performance review

As an employee, a performance review is a crucial part of your appraisal process. It evaluates your work and detects areas to improve upon professionally.

This article covers the My Performance Review feature, which lets you submit your review, answer questions set by your organisation, and edit or print any relevant information.

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Manage data

Save a review as a draft

Note: The platform will automatically save your progress each time you edit your answers or star ratings.

  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to start on.
    screenshot of the current reviews page, highlighting a review
  4. Answer the review questions.
  5. 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.

    screenshot of the review page, highlighting the save as draft button
Publish a review
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you want to publish.
    screenshot of the current reviews page, highlighting a review
  4. 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.

  5. Click the Publish button.
    screenshot of the review page, highlighting the publish button
Unpublish a review
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the published review you wish to unpublish.

    screenshot of the current reviews page, highlighting a completed review
  4. Click the Unpublish button.
    screenshot of the review page, highlighting the unpublish button
Filter reviews
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Use the Date Range field to set the date range you need.
  4. Click the Filter button.
    screenshot of the current reviews page, highlighting the date range field and 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.

    screenshot of the current reviews screen, showing the filtered review search
Print a review
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to print.
    screenshot of the current reviews page, highlighting a completed review
  4. Click the Print button.
    screenshot of the current reviews page, highlighting the print button
Open review goals (OKRs)
  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review that you need.

    You will now see your OKRs.

    screenshot of the current reviews page, highlighting a review in progress

  4. Click the dropdown button, located in the pane entitled GOALS.

    The GOALS tile will now reveal more information about your OKRs.

    screenshot of the current reviews page, highlighting the goals section

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.

  1. Click the  Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to edit.
    screenshot of the current reviews page, highlighting a review in progress
  4. Make the required changes.

    As you edit your review answers and/or star ratings, the platform will automatically save the progress you make.

  5. Click either the Publish or Save Draft button (depending on your requirements).
    screenshot of the review page, highlighting the publish and save as draft buttons

Further information

Expand and minimise review questions

The review questions and headings are accordions. This means each one can be opened and closed by you clicking their Expand or Minimise buttons.

screenshot of the review page, highlighting the expand and minimise buttons

To expand or minimise each question individually, you can click the  or  buttons respectively.

screenshot of the review page, highlighting the plus and minus buttons

FAQ: 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.

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