Performance review settings: Review period

Overview

The last stage in building a performance review within the HR platform is the creation and assigning of a review period. This is the stage where you take the template you created previously, add in details such as the start and end date, and then chose what employees need assigning this finished performance review.

The review period feature allows you to manage the employees assigned to a performance review by adding or removing users as needed and sending reminders out to complete the assigned work. You can also view an employee and their manager's performance review progress from within this feature, or you can download a report outlining the progress made by all your employees and their managers.

Before being able to create a review period, the following needs creating:

HR Best Practice

This feature allows you to choose when your Performance Reviews go live to your employees and their respective managers. In extensive research they found that annual performance reviews did not necessarily drive employee performance and/or engagement.

Our HR Experts recommend you conduct your Performance Reviews bi-annually or quarterly. This provides an opportunity for regular feedback which drives performance and engagement.

Availability

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

Getting started

Creating a review
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Add New Review Period button.
    Review_22.jpg
  5. In the Details section complete the following fields:
    • Title.
    • Start date.
    • End date.
    • Lock out date.

    Important

    The lock out date you enter here will be the date that the HR Platform uses when determining whether to accept responses from your employees and managers, i.e. these responses will need to be provided prior to the date you enter within this field. Admins can change this date to extend the lockout period if your employees need further time to complete their review.

    • Publish draft response on lockout date.
    • Review template.
    • Commence reminders.
    • Review description.
  6. In the Who Will Complete this Review section, choose whether to add either:
    • All staff by clicking the Add All Employees button.
    • Use the Add by Employee or Add an Entire Team field to assign a specific team or employee to the review.
  7. Click the Save button.
    Review_23.jpg
Assigning a review to additional users
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_24.jpg
  6. Enter the name of the employee or team into the Add by Employee or Add an Entire Team field and click on the offered user or team to add them to the review.
    Review_25.jpg
Sending a reminder: In bulk
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_24.jpg
  6. Click the Remind All button.
    Review_26.jpg

Maintain

Viewing a review
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_1.jpg
  6. In the Assigned Employee's section, click on the employee who needs their progress viewed.
    Review_2.jpg

    Helpful Hint

    You will now see the details of the employee review and their managers’ feedback. This section will show both draft and published review information for both the manager and employee.

    Review_3.jpg
Printing a review
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_4.jpg
  6. Click the Print button.
    Review_5.jpg
Downloading a summary report
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button. Review_6.jpg
  6. In the Assigned Employee's section, click on the Download CSV button.
  7. Click the Summary Report button.

    Helpful Hint

    For details on what fields the HR platform downloads in each report, refer to the Comparison: Summary report vs full report section.

    Review_7.jpg
Downloading a full report
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_8.jpg
  6. In the Assigned Employee's section, click on the Download CSV button.
  7. Click the Full Report button.

    Helpful Hint

    For details on what fields the HR platform downloads in each report, refer to the Comparison: Summary report vs full report section.

    REview_9.jpg
Updating a review
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_10.jpg
  6. Click the Update button.
    Review_11.jpg
  7. Make the required changes and click the Save button.
    Review_12.jpg
Archiving a review

Important

The archiving a review period feature is only available when a review period is not in use by an active employee.

  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Category button.
  4. Click the Archive button.
    Review_13.jpg
  5. Click the Archive button.
    Review_14.jpg
Unarchiving a review

Important

The review period unarchiving feature is only available if a review period has the archive status.

  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Category button.
  4. Click the Show Archived Review Period tick box.
  5. Click the Unarchive button.
    Review_15.jpg
  6. Click the Unarchive button.
    Review_16.jpg
Removing an employee from a review
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the View Details button.
    Review_17.jpg
  6. Click the Delete button.
    Review_18.jpg
  7. Click the Ok button.
    Review_19.jpg
Deleting a review
  1. Click the General Settings menu.
  2. Click the Review Settings submenu.
  3. Click the Review Periods button.
  4. Click the Action button.
  5. Click the Delete button.
    Review_20.jpg
  6. Click the Delete button.
    Review_21.jpg

Further information

Review changed during the review period

If an employees manager changes during the review period, then the HR platform will clear the previous manager's responses and set the new manager as the owner of the review.

Review changed during the lockout period

If an employees manager changes during the lockout period, then the HR platform will keep the manager's responses and the previous manager will remain assigned to the review.

Review changed after the lock-out period

If an employees manager changes after the lock-out period, then the HR platform will keep the managers' responses and the previous manager will remain assigned to the review.

Important

Extending the lock out date of a review will not allow you to change the manager of a review. To change the manager of a review, ensure the end date of the review period is a future date before changing the employee's primary manager.

Comparison: Summary report vs full report
Field Summary report Full report
Review title    
Review period    
Lock out date    
Employee first name    
Employee last name    
Teams    
Employee review status    
Manager first name    
Manager last name    
Overall employee rating    
Overall manager rating    
Review template    
Question title    
 Employee score    
Employee comment    
Manager score    
Manager comment    
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