{"id":10932,"date":"2022-01-15T15:40:00","date_gmt":"2022-01-15T20:40:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=10932"},"modified":"2025-10-23T19:43:33","modified_gmt":"2025-10-24T00:43:33","slug":"employee-reviews","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=10932","title":{"rendered":"Employee Reviews"},"content":{"rendered":"\n

Employee Reviews, or Reviews, are conducted at intervals set in Company Setup<\/a> (Annually, Semi-Annually, or Quarterly). These are crucial for measuring employee engagement and Alignments. These Reviews include a tab for a snapshot of employee Objectives, tabs for rating the employee on Alignment with your organization\u2019s Values 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 and submission later.<\/p>\n\n\n\n

Here’s how to conduct a Review<\/p>\n\n\n\n

Select Employee and Period<\/h2>\n\n\n\n

To get started, navigate to \u201cPeople\u201d in the menu, then click \u201cReviews\u201d. Choose the employee’s name<\/strong> and the review period<\/strong> from the dropdowns at the top. Then, click the Start <\/strong>button.<\/p>\n\n\n\n

For detailed guidance, see Managing Employee Information<\/a>.<\/p>\n\n\n\n

Performance Tab<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

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<\/a>.<\/p>\n\n\n\n

NOTE<\/strong>: Objectives must be updated prior to clicking “Start Reviews“. Objectives can not be updated once you’ve started the Reviews. <\/p>\n\n\n\n

Previous Reviews for the user are archived below the Trend Chart and can be reviewed before conducting the a new Reviews.<\/p>\n\n\n\n

When you’re ready to get started, just click “Start Review“. <\/p>\n\n\n\n

role, Values, Skills, and Alignments Tabs<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

role<\/h2>\n\n\n\n

On the role page, assess the employee’s role Behaviors. These behaviors are editable in Build\/Manage role<\/a>. If your company is using a behavioral assessment tool supported by SecureDB, you can access that information here as well.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select \u201cNext\u201d at the bottom to go to the Values tab.  <\/p>\n\n\n\n

Values<\/h2>\n\n\n\n

Here there are the questions set in your organization\u2019s setup to ensure employees are aligned with organizational Values . The company Values are pulled directly from Company Setup<\/a> and are the same throughout an organization.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select \u201cNext\u201d to go to the Skills tab. <\/p>\n\n\n\n

Skills<\/h2>\n\n\n\n

In the Skills tab, you\u2019ll find questions based on the employee\u2019s role.  Use this to coach an employee on the Skills needed to excel in their role. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select \u201cNext\u201d to go to the Alignments tab. <\/p>\n\n\n\n

Alignments Tab<\/h2>\n\n\n\n

These \u201cAlignments\u201d questions help managers coach on employee engagement.  They are defined in the Company Setup<\/a> and usually determined to judge how well an employee understands and is motivated to execute on the organization\u2019s vision and Values.  <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select \u201cNext\u201d to be taken to the final, Actions tab.<\/p>\n\n\n\n

Action Items (Moving Forward)<\/h2>\n\n\n\n

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. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The \u201cAdd Performance Plan\u201d button will show a Performance Improvement Plan (PIP) section for serious conversations and coaching items, such as write-ups, and allows for signed documentation to be attached, if required.  <\/p>\n\n\n\n

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.<\/p>\n\n\n\n

Once you’re all done, click the green Complete Review<\/strong> button at the bottom of the last tab to submit the Review.  <\/p>\n\n\n\n

WARNING<\/strong>: Once a Review has been “completed” it can NOT be re-edited. If you complete a Review in error, please create a support ticket<\/a>. This is to prevent Review from being re-opened and changed after they’ve been formally submitted.<\/p>\n\n\n\n

Next up: Surveys<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Employee Reviews, or , are conducted at intervals set in Company Setup (Annually, Semi-Annually, or Quarterly). These are crucial for measuring employee and . These include a tab for a […]<\/p>\n","protected":false},"author":3,"featured_media":12049,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[134],"tags":[48,17,47,51,52],"class_list":["post-10932","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-reviews","tag-behaviors","tag-performance","tag-reviews","tag-skills","tag-values"],"wps_subtitle":"Measure Employee Alignment and Engagement","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10932"}],"version-history":[{"count":53,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10932\/revisions"}],"predecessor-version":[{"id":20282,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10932\/revisions\/20282"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10932"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10932"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}