Complete process of creating and completing Performance Reviews
Managers will need the following permissions to carry out performance reviews:
- View by team
- Manage Reviews
- Review Employees
- Manage Team Members Objective
- View performance reports
Send a Self-Assessment to an Employee
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Click on Performance module.
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Click Reviews.
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Click Team Members Reviews.
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Select Employee.
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Click Send Self Assessment.
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Select template and click Send.
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Add a message if required.
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Select due date.
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Click Submit.
View an employee’s completed self-assessment
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Go to the Performance module.
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Click on Reviews > Team Members Reviews
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Choose the Employee.
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Click Self Assessments
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Select View beside the self-assessment.
Scheduling a review for an employee
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Click on the Performance module.
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Select Reviews
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Choose Team Members Reviews
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Select the relevant Employee
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Click Schedule Review
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In the pop-up window that appears, complete all the necessary fields and then click on Submit to finalise the scheduling.
You can also send a self-assessment to the employee by selecting the template name from the 'Self Assessment Template' dropdown when scheduling a review.
Fill out a Review
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Click on the Performance module.
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Choose Reviews
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Click Team Members Reviews
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Select the relevant Employee
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See Reviews and Complete Review
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Once completed, click Submit
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Completed reviews can be checked in the Completed tab.
Note: Self-Assessments or 360 Reviews previously completed, would pull through to the left of Reviews.
View completed reviews
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Go to the Performance module.
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Click on Reviews > Team Members Reviews
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Choose the Employee.
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Click Completed
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Press Open Review beside a review template to view.
View completed reviews on the Performance Report
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Go to Manager > Reports > Performance
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Select Performance Report
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Choose the employee’s name from the Staff dropdown.
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Scroll through the options at the top of the screen.