After creating a Questionnaire and Review Template, it's time to launch your Performance Review. Click on any link below to navigate to the part you're looking for:

Launch a Performance Review

Only authorized people with access to the Manage Review tab can launch, view, and manage performance reviews. Please check with your Admin about your role's accessibilities.

Step 1: Select Template

  1. Navigate to Performance > Manage Review

  2. Click + Launch Review to start

  3. Give it a name, set a review period, and select a review template. You can also view available templates at this step

  4. Click Next

Step 2: Select Employees

Depending on the type of Review Template (Org Chart based or Project-based), you will see different options for Reviewees:

  • For Org Chart based review, there are 2 options:

    • All Employees: all employees are required to participate. If you want to exclude an employee, please add them in the Except Employees box

    • Specific Employees: only chosen employees will participate in the review

  • For Project-based review, you must determine the Project Manager and Team Members. Make sure you have a list on hand at this step

  1. Pick out the Reviewees (or Project Manager and Team Members)

  2. Click Next to go to the last step

Step 3: Set Timeline

  1. Select the review period of each component:

    • Self Review: Employees perform their own self-assessments

    • Manager Review: Managers assess employees and provide summaries

    • Peer selection: Managers selects who can give peer reviews* (๐ŸŒŸnew feature)

    • Peer Review: Selected employees review their peers (๐ŸŒŸnew feature)

  2. Click Launch to start

After a performance review is launched, the selected participants will receive email notifications on the start dates to complete the review.

๐Ÿ’ก Tips:

  • The performance review will begin on the earliest start date and end on the latest due date, depending on the timeline of components (Self Review, Manager Review, Peer Review).

    Example:

    • The Self Review schedules to start on 20 Sep 2021 and end on 25 Sep 2021

    • The Manager Review schedules to start on 20 Sep 2021 and end on 30 Sep 2021

    => Performance Review will begin on 20 Sep 2021 and end on 30 Sep 2021.

๐Ÿ“Œ Note:

  • For Project-Based review, Project Managers can only choose peers from the Team Members


Manage Performance Review's process

Only authorized people with access to the Manage Review can view and manage a new performance review. Please check with your Admin about your role's accessibilities.

  1. Navigate to Performance > Manage Review

  2. Select status In Progress

  3. Click on any review you wish to see

    • In Assessments, you can see if the Reviewees, Managers and Peers have completed their assessment. You may also view the submitted responses

    • In Peer Nomination, you can view who has selected and approved peers

    • In Overview, you can see a summary of the review: Progress & Timeline, Details and Number of participants


Close Performance Review

The person who launched the performance review will receive a reminder to close it on the last due date.

Example:

  • The Self Review schedules to start on 20 Sep 2021 and end on 25 Sep 2021

  • The Manager Review schedules to start on 20 Sep 2021 and end on 30 Sep 2021

=> Performance Review will end on 30 Sep 2021 (last due date).

  1. Navigate to Performance > Manage Review

  2. Select status In Progress and find the review you wish to see

  3. Click More (or the โ‹ฎ icon) and select Close

  4. Confirm again close

๐Ÿ“Œ Note:

  • If a Performance Review is not closed on the last due date, employees and managers can still write Self and Manager Assessment


View results of past Performance Review

  1. Navigate to Performance > Manage Reviews

  2. Select status Closed

  3. Find and click the performance review you want

  4. Switch to the Result tab, find the employee you want and click View Result. You'll see a Manager Summary like so

  5. To see assessments from the employee, manager, and their peers, click on the Assessment tab

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