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 a tab for a snapshot of employee performance, tabs for rating the employee on alignment with your organization’s vision and role-specific Behaviors and Skills, and a tab for action items to be completed after the Review. Once a Review is started, it will autosave until it is completed or saved for completion later.
Here’s how to conduct a Review
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.
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.
NOTE: Objectives must be updated prior to clicking “Start Reviews“. Objectives can not be updated once you’ve started the Reviews.
Previous reviews for the user are archived below the Trend Chart and can be reviewed before conducting the a new Reviews.
When you’re ready to get started, just click “Start Review“.
Behaviors, Values, Skills, and Alignments Tabs
Tabs 2-5 allows managers to rate employees on both company-wide values and role-specific items. Each item is scored on a 1-5 scale, where 1 would be an F and 5 would be an A+. Notes can be added to each item to provide context for the scores. If your organization has speech to text enabled, this feature can be used in the notes section. If this is not the employee’s first Review , you’ll see a button for “Prior Notes” which includes a list of the scores and notes given in prior Reviews.
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.
Behaviors
On the Behaviors page, assess the employee’s role Behaviors. These behaviors are editable in Build/Manage Roles. If your company is using a behavioral assessment tool supported by SecureDB, you can access that information here as well.
Select “Next” at the bottom to go to the Values tab.
Values
Here there are the questions set in your organization’s setup to ensure employees are aligned with organizational Values . The company Values are pulled directly from Company Setup and are the same throughout an organization.
Select “Next” to go to the Skills tab.
Skills
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.
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.
Remember the Review will automatically save itself every 3-5 seconds. If you need to save the Review and complete it later, just click the “In Progress” button and the content will be saved and can be edited later.
Once you’re all done, click the green Complete Review button at the bottom of the last tab to submit the Review.
WARNING: Once a 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 Review from being re-opened and changed after they’ve been submitted.
