Employee Reviews, conducted at intervals set in Company Setup (Annually, Semi-Annually, or Quarterly), are crucial for measuring employee engagement and alignment. These Reviews include questions about alignment with your organization’s vision and role-specific inquiries.
Select Employee and Period
To initiate an Employee Reviews, navigate to “People” in the menu, then click “Reviews”. Choose the employee and the review period. For detailed guidance, see Managing Employee Information.
Here, we are in the Review Preview. If you have updates to this employee’s Objectives, you can make them here. You can view trends over time too if there is historic data for this employee. Clicking on the other tabs, you’ll see what score they earned in the previous period.
NOTE: Objectives must be updated prior to clicking “Start Reviews“. Objectives can not be updated once you’ve started the Reviews.
When you’re ready to get started, just click “Start Reviews” and those Objectives are locked for the period and you’re ready to get started.
Performance Tab
Review the employee’s Performance Objective Trends and Objectives. Ensure you’ve updated their Performance Objectives before starting the Reviews. For more on setting Objectives, refer to Managing Objectives.
On the Performance tab, view any Objectives that have been set for the user being reviewed. Previous reviews for the user are archived below the Trend Chart and can be reviewed before conducting the a new Reviews.
NOTE: Make sure you’ve updated an employee’s Performance Objectives BEFORE starting a review as this data is cached in the system–like a snapshot.
Behaviors Tab
On the Behaviors page, assess the employee’s role behavior and Assessment information, if any. These behaviors are editable in Build/Manage Roles.
Select “Next” at the bottom to go to the Values tab.
Values Tab
Here there are the questions set in your organization’s setup to ensure employees are aligned with organizational Values . Each question is scored on a 1-5 scale, where 1 would be an F, 2 would be considered a C, 3 a B, 4 an A, and 5 would be an A+. Go through the questions with the employee you are evaluating and add any notes you find pertinent to their answers.
The company Values are pulled directly from Company Setup and are the same throughout an organization.
If this is not this employee’s first Review , you’ll see a button for “Prior Notes” which includes a list of the scores you gave in prior reviews as well as any notes, if there were any.
Select “Next” to go to the Skills tab.
Skills Tab
In the Skills tab, you’ll find questions based on the employee’s role. Use this to coach an employee on the skills needed to excel in their role.
All the way along, you can enter notes along with your scores. You can also click the “+ Action Item” button to the right of your comment to add that as an action item on the last tab of the review.
Select “Next” to go to the Alignments tab.
Alignments Tab
These “Alignments” questions help managers coach on employee engagement. They are defined in the Company Setup and usually determined to judge how well an employee understands and is motivated to execute on the organization’s vision and mission. Select “Next” to be taken to the final, Actions tab.
Action Items (Moving Forward)
On the Actions tab, management can create or edit already added action items, which are key items for the user to focus on through the next review period. There is also a box where management can enter their coaching plan and attach any documentation that was discussed and provide any suggestions for how the employee can improve over the next period.
The “Add Performance Plan” button will show a performance improvement plan section for serious conversations and coaching items, such as write-ups, and allows for signed documentation to be attached, if required.
At each step, you have the option to “Save Progress” so you can save where you are and pick it back up later. The review will automatically save itself every 3-5 seconds.
Once you’re all done, click the green Complete Review button at the bottom of the last tab to submit the review.
WARNING: Once that review has been “completed” it can NOT be re-edited. If you complete a review in error, please create a support ticket. This is to prevent reviews from being re-opened and changed after they’ve been submitted.
