Management: Indirect employees

Overview

A performance review is the assessment and review of your employees’ job performance. Regular performance reviews help remind workers what their employer expects in the workplace. They help to provide employers with information to use when making employment decisions, such as promotions, pay raises, and layoffs.

As a manager, your employees' performance reviews, assessing their responses and providing feedback, is a core component of your role.

The HR platform provides you a centralised place with which you can see your indirect employee's reviews, what their manager's response has been, plus the ability to print and download this data.

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. Click the Filter button.
  4. Use the Date Filter field to set the desired date range.
  5. 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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