My performance reviews - HR Web Platform

Overview

As an employee, a performance review forms a core part of your appraisal process. It 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 print a copy of your review and edit the information if it needs updating.

HR Best Practise

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. You can also use reviews to open up conversations about career progression and future goals. We recommend 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
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Submit 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; i.e. 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 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_2.jpg
Publish a review

Important

Only reviews in the Drafting stage can you see 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 platform shows a completed answer by highlighting it in green.

    Review_4.jpg

Maintain

Filter 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
Print 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
Unpublish 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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