Direct employee performance review management - HR Web Platform

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 them in the workplace. They also provide you with the information on your team when making employment decisions, such as promotions.

The Direct Employees Performance Review Management feature allows you to check in on the performance review progress 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 the required performance review, not their secondary manager.

Availability

HR Plan:  Free  Standard   Premium   Platinum
  User Access:  Employee         Manager        Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

The below premises will walk you through how you submit and publish a management review.

Submit 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 a 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
Publish a management review

Important

This option is only available for reviews in the drafting stage.

  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
Send 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_10.jpg
  7. Click the Remind button.
    Review_11.jpg
Send 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_7.jpg
  6. Click the Remind button.
    Review_8.jpg

Maintain

The below premises will walk you through how to edit, print, and unpublish a management review.

Filter 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
Edit a management review

Important

This option is only available for reviews in the drafting stage. Also, amending your responses and ratings might not be available after the review period, which 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
Export 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
Print 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
Print 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
Unpublish 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

Further information

Who can see an employee's review comments?

A primary manager can view their direct employees reviews in the Direct Employees tab via the Reviews Management module. Clicking into the review, they will be able to see the primary manager's comments as they are the primary manager, i.e. they can see their own comments. They can also print the review with their own comments, before publishing the data.

A secondary manager cannot see an employees review, and therefore cannot see the managers comments in the review. The exception to this is if the secondary manager is also an indirect primary manager.

Indirect managers in the primary reporting line only, not the secondary reporting line, can see their indirect employees reviews via the Indirect Employee tab in the Reviews Management module. Clicking into the review, you will be able to see the manager's comments before they publish this data. But they cannot print their indirect employees reviews, and therefore cannot print another manager's comments in this review.

Admins can download the CSV file of the review in the Review Periods module. In the CSV the comments will be visible, even if they are yet to publish this data. But if you click the Print button to print the review period details, then the overall rating will not be shown unless the manager has published their answers.

Author recommended

So you have now learnt more about performance reviews and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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