A performance review is the assessment and review of your employees' productivity in undertaking their assigned role and what skills they can improve upon. Regular performance reviews help remind your employees of what you expect from them in the workplace. It also provides you with the needed information on your team when making employment decisions, such as promotions, pay raises, and layoffs.
The Indirect Employee Performance Review Management feature allows you to check in on the progress made by managers and their employees that indirectly report through to you, on their assigned performance reviews. You can also use this feature to download a CSV copy of the data, that you can then upload into a CSV-supported program like Microsoft Excel and print an offline copy of this information if required.
At this time, indirect employees and secondary managers cannot respond to the reviews.
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
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.
- Click the desired review period.
- Click the Indirect Employees tab.
- Click on the employee whose review you want to view.
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.
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.
So you have now learnt more about performance reviews and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- 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.