Create performance reviews using Factorial ๐Ÿ‘ค

As you know, Factorial does everything possible to simplify the processes of your company, and especially of your Human Resources department, that's why every day we work on adding more functionalities that can be useful for your team and your company. 

Managers use performance management to align company goals with team and employee goals in a common effort to increase efficiency, productivity, and profitability.

We know that the productivity of your employees is very important and that it must be managed at the right moment, for that reason, in this article we will show you how to use the Performance management functionality in Factorial. 

How do I enable the performance review feature? ๐Ÿ”“

Still not using the performance review feature in your Factorial account? What are you waiting for? It's very simple. Just go to the Applications section in your side menu of features, select Performance Review and enable it, it's that easy. 

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Once it is active, it will appear in your functionalities menu on your left, between the Calendar and Time Tracking (in case you have it activated). 

How do I create a new performance review? ๐Ÿ“‹

Once you have activated the feature, you can start creating reviews for employees, teams, or for the entire company. 

Creating a performance evaluation will be a breeze. 

By clicking on the Add button, you will have the option to: 

  1. Add a title to the review
  2. Add a subject who will be evaluated
  3. Add a manager to evaluate 

In the sample below, we will evaluate the first quarter goal process for an employee on our Demo account. 

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How do I start my first performance review? ๐Ÿ

Once you have created the review, you can change the title of the review, the subject, and the reviewer in the Review Details section. In this sample, we put the following title: First quarter review process.

Also, you will see that you have a review form. In this form, you will be able to add questions to be asked to the subject and the reviewer. 

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In this sample, we have written the following questions for review:

  1. How was your onboarding process? 
  2. What would you improve from this first quarter?
  3. How have you felt like a member of the team? 
  4. Have you achieved your sales objective this quarter?
  5. What tools would you need to improve? 
  6. What processes would you improve? 
  7. What do you think about your manager's leadership during these 3 months? What do you need to improve from your manager?

Regarding the questions for the reviewer, we have chosen the following:  

  1. How would you rate the employee's pro-activity?
  2. How did Carlos SDR perform in his position during the first quarter?
  3. What should he improve in his current position?

When you have finished the performance review, you can leave it in draft form until you think it is appropriate to start the review. 

When you decide to start the review, simply go to Performance > Click on the corresponding review > Start review.

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You will notice that when you click on Start review, a window will open asking you to enter a closing date. By entering this date, you will be able then to start the evaluation.


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Notification ๐Ÿ””: When the review is activated, the administrator will receive a notification informing him/her that he/she has successfully created the review and can track the progress. The subject and reviewer will receive another one informing them that they have to add their answers.

How can I reuse review questions? ๐Ÿ“

All questions that you add through the Review Form will be saved automatically. Then you can activate them in new or other reviews by accessing the Review Form section and clicking on the button for the question you requiere. In case you want to deactivate a question, click this button again.

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How can I duplicate evaluations๐Ÿค”?

For sure, you will want to reuse certain of your evaluations. To make this possible, we have added the option to duplicate evaluations. Once you choose to duplicate the evaluation, you can configure the subject and reviewer again.

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What should the employee do once the performance review has started? ๐Ÿ‘จ๐Ÿผโ€๐Ÿ’ผ

As soon as the evaluation has been started, a Performance tab will appear on the employee's account in the side menu of tools. 

You should simply select Performance > Click on Review > Answer the questions.

The employee will have to fill in the questions that the administrator created in the performance review. 

Once the questions have been completed, the employee simply clicks on the Submit Feedback button.

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Note โœ๐Ÿผ: The employee will have visibility of the reviewer's feedback and to see the questions that the administrator asked the reviewer.   


What should the reviewer do once the performance review has started? ๐Ÿ‘ฉ๐Ÿฝโ€๐Ÿ’ผ

He must do the same as the employee. He will see that the Performance section is available in his user account. He should go to Performance > click on the evaluation > Answer the questions. 

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It is important that the reviewer and employee remain as aligned as possible in terms of objectives and performance expectations and therefore it is very positive that they share their impressions from their own points of view to see how aligned they are and recognize both strengths and areas for improvement for the future.

What should I do when the performance review process has been completed? ๐Ÿ”š

Easy peasy. Simply, as an administrator, you must go to Performance, and close the evaluation. 

Check that the employee and reviewer have answered the questions you asked when you created the review, and if everything is complete and finished, you can close the performance review process. 

Notification ๐Ÿ””: When the Administrator closes the review, the subject and reviewer will receive a notification informing them that it has been completed and that they can consult the content whenever they need to.  

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Friendly reminder ๐Ÿง : Once you have closed the performance review, you will not be able to edit it again. Therefore, close it when you are 100% sure that the review is finished.


How can I obtain a Report based on the Performance reviews of my workers? ๐Ÿ“Š

Accessing Reports> + Add dashboard you can create and customize a new dashboard based on all your performance reviews. 



Once you click in create, you will see an empty dashboard where you can add as many reports as possible. These reports can be: Custom or from the Reports Gallery.

Custom: You will be able to select the type of Report and add filters of your interest in the table.

Reports Gallery: You can add or edit reports from your gallery. Also, select the category of these reports.

๐Ÿ‘‰ You can download these reports in .CSV format - Just click on the (...) located in the upper right corner of the Report and select the Download Report. CSV option.