How do I complete my performance review via the HR platform

As an employee, a performance review is a crucial part of your appraisal process. It evaluates your work and detects areas to improve upon, both in the professional and personal realms. The My Performance Review feature enables you to submit your review, answer questions set by your organisation, and edit or print the information.

Helpful Hint

The goals shown in the Performance Review are the employee's goals that are due within the timeframe of the Performance Review.

Daily activities

Filter reviews
  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Use the Date Range field to set the desired date range.
  4. 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.

    Review_5.jpg
Print a review
  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to print.
    Review_8.jpg
  4. Click the Print button.
    Review_9.jpg
Publish a review

Important

Only if a review is in the drafting stage can you see an In-Progress status message.

  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to publish.
    Review_3.jpg
  4. Click the Publish button.

    Helpful Hint

    You can only publish a review once you answer all available questions. The platform shows a completed answer by highlighting it in green.

    Review_4.jpg
Submit a review
  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to submit.
    Review_1.jpg
  4. Complete the required fields and then click the Publish or Save Draft button.

    Important

    Saving your answers as draft will not complete your review; i.e. it allows you to continue to work on your responses until the completion date. Once you answer all available questions and wish to complete your review, you can publish a review.

    Helpful Hint

    You can click the Expand or Minimise buttons to either 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.

    Review_2.jpg
Unpublish a review

Important

You will only see this option for a published review.

  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to unpublish.
    Review_10.jpg
  4. Click the Unpublish button.
    Review_11.jpg
View related goals (OKRs)
  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review that needs assigned OKRs viewed.
    Review_10.jpg


    Helpful Hint

    You will see your goals now on your page for your review. Click on the OKRs section to expand the pane ‌and view all your goal-related information.

    Goal 1.jpg

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Editing data

Editing a review

Important

This option is only available for reviews in Drafting stage. Also, amending your responses and ratings might not be available after the review period. This depends on whether the administrator has set a lockout date for the review.

  1. Click the   Performance menu.
  2. Click the Performance Reviews submenu.
  3. Click the review you wish to edit.
    Review_6.jpg
  4. Make the required changes and then click either the Publish or Save Draft buttons.

    Helpful Hint

    You can click the Expand or Minimise buttons to either close or open a review question. Each time you edit the review or update the star ratings, the platform will automatically save your progress.

    Review_7.jpg

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