Performance review management: Indirect 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 Indirect Employees features allows you to check in on the progress being made by managers and their employees that indirectly report through to you, on their assigned performance reviews. 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.

Availability

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

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_1.jpg
View an employees review
  1. Click the Reviews menu.
  2. Click the Management submenu.
  3. Click the desired review period.
    Review_2.jpg
  4. Click the Indirect Employees tab.
  5. Click on the employee whose review you want to view.
    Review_3.jpg

    Helpful Hint

    You will now see the employees review on your screen along with their managers' responses.

    You can click the Expand or Minimise buttons to either close or open a review question.

    Review_4.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_5.jpg
  4. Click the Indirect Employees tab.
  5. Click the Download CSV button.
    Review_6.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_7.jpg
  4. Click the Indirect Employees tab.
  5. Click the Print button.
    Review_8.jpg
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