Managing Direct Employees Reviews

Overview

You can use the Review Management section to approve your employee's review submissions. This section also provides you the tools to remind employees to complete their review and download and/or print your employees’ review responses.

Availability

HR Plan:

Free

Standard

✓ Premium

✓ Platinum

Payroll Plan:

 Standard

Premium

Reviewing and Publishing Feedback on an Employee's Review

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review period you wish to edit.
    Review_1.jpg

  4. Click the Direct Employee tab.
  5. Click on the employee whose review you want to give feedback on.
    Review_2.jpg

  6. Complete the required fields and then click the Publish button.
    Helpful Tip: Each time you edit the review or update the star ratings, the system will automatically save your progress. You will see a banner called Your Response Was Successfully Saved at the top of your screen, after each change you make.

Un-publishing and Editing Feedback on an Employee's Review

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review period you wish to edit.
    Review_1.jpg

  4. Click the Direct Employee tab.
  5. Click on the employee whose review you want to edit.
    Review_2.jpg

  6. Click the Un-publish button.
  7. Make the required changes and then click the Publish button.
    Helpful Tip: Each time you edit the review or update the star ratings, the system will automatically save your progress. You will see a banner called Your Response Was Successfully Saved at the top of your screen, after each change you make.
    Warning: 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.

Reminding Employees to Complete their Review

Indivually 

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review period you wish to view.
    Review_1.jpg

  4. Click the Direct Employee tab.
  5. Click the Action button next to the employee who needs to receive a reminder.
  6. Click the Remind button.
    Review_3.jpg

In Bulk

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review period you wish to view.
    Review_1.jpg

  4. Click the Direct Employee tab.
  5. Click the Remind All button.
    Review_2.jpg

Downloading the Review Data

Important: 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 review period you wish to view.
    Review_1.jpg

  4. Click the Direct Employee tab.
  5. Click the Download CSV button.
    Review_2.jpg

Printing the Review Data

Important: 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 review period you wish to view.
    Review_1.jpg

  4. Click the Direct Employee tab.
  5. Click the Print button.
    Review_2.jpg

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