Performance review management: Direct employees

Overview

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 in the workplace and provides you with the needed information on your team when making employment decisions, such as promotions, pay raises, and layoffs.

The Performance Review Management Direct Employees features allows you to check in on the performance review progress being made by your direct employees and then submit feedback on these answers back to your employees. 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.

Important

Only an employee's primary manager can complete a performance review, not their secondary manager.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Submitting a management review
  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_1.jpg
  4. Click the Direct Employees tab.
  5. Click the employee who needs a management review submitted.
    Review_2.jpg
  6. Complete the required fields and then click the Publish or Save Draft button.

    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 system will automatically save your progress.

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

    Review_3.jpg
Publishing a management review

Important

This option is only available for reviews in drafting stage, which you can see by an In Progress status.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_4.jpg
  4. Click the Direct Employees tab.
  5. Click the employee who needs a management review published.
    Review_2.jpg
  6. Click the Publish button.

    Helpful Hint

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

    Review_5.jpg
Sending a reminder: Individually

Important

This option is only available when an employee has not completed a review, and the review end date has not passed.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_6.jpg
  4. Click the Direct Employees tab.
  5. Click the Actions button.
  6. Click the Remind button.
    Review_7.jpg
  7. Click the Remind button.
    Review_8.jpg
Sending a reminder: In bulk

Important

This option is only available when there are multiple employees yet to complete an assigned review.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_9.jpg
  4. Click the Direct Employees tab.
  5. Click the Remind All button.
    Review_10.jpg
  6. Click the Remind button.
    Review_11.jpg

Maintain

Filtering review periods
  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Use the Date Filter 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_12.jpg
Editing a management 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 Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_13.jpg
  4. Click the Direct Employees tab.
  5. Click the employee who needs a management review edited.
    Review_2.jpg
  6. Make the required changes and then click either the Publish or Save as 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 system will automatically save your progress.

    Review_14.jpg
Exporting the review summary

Helpful Hint

Downloading the review data will save the information as a CSV file.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_15.jpg
  4. Click the Direct Employees tab.
  5. Click the Download CSV button.
    Review_16.jpg
Printing an individual review

Helpful Hint

Printing the review data will save the information as either a PDF or you can print the information out.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_17.jpg
  4. Click the Direct Employees tab.
  5. Click the employee who needs a review printed.
    Review_21.jpg
  6. Click the Print button.
    Review_19.jpg
Printing the review summary

Helpful Hint

Printing the review data will save the information as either a PDF or you can print the information out.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_20.jpg
  4. Click the Direct Employees tab.
  5. Click the Print button.
    Review_18.jpg
Unpublishing a management review

Important

This option is only available for published reviews.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_22.jpg
  4. Click the Direct Employees tab.
  5. Click the employee who needs a management review unpublished.
    Review_21.jpg
  6. Click the Unpublish button.
    Review_23.jpg
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