My performance reviews

Overview

As an employee, a performance review forms a core part of your appraisal process and is a measure you can use to see how you are performing in your role. Your manager will use your performance review to understand your current productivity, where you need development and what areas of professional and personal growth they can pursue with you.

The My Performance Review feature allows you to submit a performance review by answering the questions your organisation has set out for you for discussion during a performance review meeting. You can also use this feature to print a copy of your performance review, edit the information if it needs updating, and un-publish your answers if you submitted them in error.

HR Best Practice

Annual or bi-annual performance reviews form part of the employee performance framework. The purpose of performance reviews is to communicate wins and to provide constructive feedback on employee performance, reviews are also used to open up conversations about career progression and future goals. It is recommended that both managers and employees prepare for these meetings in advance by keeping track of wins and areas for improvement throughout the performance cycle.

Availability

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

Getting started

Submitting a review
  1. Click the Reviews menu.
  2. Click the My Reviews submenu.
  3. Click the review you wish to submit.
    Review_1.jpg
  4. Complete the required fields and then click the Publish or Save Draft button.

    Important

    Saving your answers as draft will not complete your review, it allows you to continue to work on your responses until the completion date. Once you answer all available questions and wish to complete your review, you can publish a review.

    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_2.jpg
Publishing a review

Important

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

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review you wish to publish.
    Review_3.jpg
  4. 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_4.jpg

Maintain

Filtering reviews
  1. Click the Reviews menu.
  2. Click the My Reviews submenu.
  3. Use the Date Range 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_5.jpg
Editing a 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 review you wish to edit.
    Review_6.jpg
  4. Make the required changes and then click either the Publish or Save 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_7.jpg
Printing a review
  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review you wish to print.
    Review_8.jpg
  4. Click the Print button.
    Review_9.jpg
Unpublishing a review

Important

This option is only available for published reviews.

  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the review you wish to unpublish.
    Review_10.jpg
  4. Click the Unpublish button.
    Review_11.jpg
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