As a Manager, you can manage Team Reviews, and choose who may submit Peer Reviews for your direct reports. When granted access, you can also launch new Performance Reviews and close them.
Table of contents:
Delete a Performance Review (🌟new feature)
Launch a Performance Review
Your Admin (or HR) can grant you - a Manager - authorization to launch a Performance Review only when they share a Review Template with Managers. Please check with them for further details.
Note that Managers can only launch Org Chart based (i.e. reviews based on the reporting lines) performance reviews.
Step 1: Select Template
Navigate to Performance > Team Review
Click + Launch Review to start. At this step, you can also view the templates shared with you by clicking on View Template
Give it a name, set a review period, and select a review template. You can also view available templates at this step
Click Next
Step 2: Select Employees
Select moderator(s) (optional)
A moderator will be a person who can calibrate the manager review. This is a new role available beginning from the April release.
Pick out the Reviewees
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
Click Next when finishing
Step 3: Set Timeline
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 select who can give peer reviews* (🌟new feature)
Peer Review: Selected employees review their peers (🌟new feature)
Click Launch and review the timeline
Click Confirm to start
After a performance review is launched, the selected participants will receive email notifications on the start dates to complete the review.
💡 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.
View and Manage Team Review
As a Manager, you can view, manage and track your direct reports' self-assessments during a performance review and past reviews.
Navigate to Performance > Team Reviews
Select status In Progress (or if you want to view the past reviews, select Closed)
Find the corresponding performance review and click on it
In Assessments, you can see if employees and peers have completed their assessment and view their answers. You may also view the response you submitted
In Peer Nominations, you can view who has selected and approved peers
Overview provides an overall picture of the performance review's Progress & Timeline
Select peers for Peer Review
On the start date for the Peer Selection period, managers will receive notifications to pick the people who can do Peer Review for their subordinates.
Navigate to Performance > Team Reviews
Select status In Progress
Find the corresponding performance review and click on it
In Assessments, click on Select in the Peer column
Enter employee name to add them as peers
View the peers you have selected in Peer Nominations
Close a Performance Review
As a Manager, you can only close the Performance Reviews that you had launched. Your Admin or HR, on the other hand, can close them on your behalf.
You'll also receive an email reminder to close the performance review on the last due date.
Navigate to Performance > Manage Review
Select status In Progress and find the review you wish to see
Click More (or the ⋮ icon) and select Close
Confirm again close
📌 Note:
If a Performance Review is not closed on the last due date, employees and managers can still write Self and Manager Assessment
View & Download results of past Performance Review
Navigate to Performance > Team Reviews
Select status Closed
Find and click the performance review you want
Switch to the Result tab. You can download an excel file that contains the employee’s information and manager summary of the review
To view in detail, click View Result
To see assessments from the employee, manager, and their peers, click on the Assessment tab
Delete Performance Review (🌟new feature)
If you create a performance review accidentally or for testing purposes, you can absolutely delete it if the performance review is closed or in scheduled status.
Navigate to Performance > Manage Review
Select the Closed/ Scheduled status and find the review you wish to delete.
Click More (or the ⋮ icon) and select Delete
Confirm again delete
📌 Note:
You can only delete reviews which having closed or scheduled status.