A company uses the Reviews module to evaluate the performance of their employees and keeps a record of this information.
As an Admin/Owner, configure company's Review settings and create reviews so that employees and their managers can respond to them.
Before you start, please read Basic Concepts of Reviews to get yourself familiar with the terminology used in this module.
To create reviews for your company, log in to Employment Hero as as Admin/Owner and go to:
Settings > Review Settings
You will find a page with four tabs:
Rating Scales, Review Categories, Review Template, Review Periods
- Rating Scales
A list of rating scales can be found under this tab. There are five default scales created by Employment Hero and they are marked with a "system" label.
By clicking Add a new rating scale you can add a custom rating scale. This scale can have a maximum of ten levels and a minimum of five. Each level can be given a title and a description, which will appear when employees hover over the rating while completing the review.
- Review Categories
A list of review categories can be found under this tab. There are five default categories provided by Employment Hero, marked with a "system" label.
By clicking the Add new review category button, you can add new review categories, which are marked with the "company" label. Once a category is created, you can edit or delete it by clicking the category name or the Delete button.
- Review Template
There is a list of review templates under this tab. A General template is the default template created by Employment Hero and it is marked with a "system" label.
Each template is a set of criteria or questions. For example, within the General template, there are multiple Criteria, where each criterion is a question that is part of one of your review categories.
You can create a new template by clicking the Add new review template button. You can also disable templates that have not been used in a review or delete a template that is not in use by clicking the Disable or Delete button respectively. Disabled templates can be enabled at at any point by clicking the Enable button You can make copies of your existing templates in order to make changes without the need to rewrite all the criteria by clicking the Make a copy button.
- Review Period
By clicking this tab, a page of existing reviews are listed. As an admin/owner, you can create, edit or delete your reviews.
To create a new review, click Add new review period and get a pop up window.
In the Details section, fill out these details:
- Title -- what the review period will be called.
- Start date -- when the reviews can start.
- End date -- when the reviews need to be completed by.
- Lock out date -- a date AFTER the End date where late employees and managers can still finish their reviews if they missed the End Date deadline.
- Review templates -- select one or multiple templates for this review period.
- Commence reminders -- this determines when the system start sending email reminders to reviewees. It will also prompt the Admin/Owner to create the new/next review period.
In the Who will complete this review section, add employees that are involved in this review.
Please note, Employees without managers cannot be added to a review.
After saving the review, notification email(s) will sent to related employees and their managers.
To use Reviews as an employer, please refer to Use Reviews as an employer for details.
To use Reviews as an employee, please refer to Use Reviews as an employee for details.