Create reviews to give feedback and measure performance.
- Install Reviews
- Create a Review
- Configuration Section
- Questions Section
- Participants Section
- Responses Section
- Notifications and reminders
Install Reviews
- Head to Apps
- Scroll down to find Reviews
- Click on Install App
Create a Performance Review
- Head to Performance
- Select Reviews
- Click on the +Create Review 📍Located in the upper right corner
- Select Reviewers: The reviewers you would like to include
- Press on Submit
Configuration Section
Basic Info
- Edit the Name of the review
- Add a Description
Privacy Settings
Answers Availability
Two things you can set here:
-
Hide results from reviewees: Only admins and managers will be able to see the results.
- Answers visible to managers: Managers can see the responses and analytics of the employees they manage as soon as they're submitted.
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Supervisors
👩🏾💼 Different to managers, who will only be granted access to the results and statistics, supervisors can edit the questions and access the results. Admins will always have access.
- Click on Add Supervisor
How can I Remove a Supervisor?
➡ Click on (...)
➡ Select Remove from Review
Questions Section
👁 The categories of questions visible in this section will be based on the selection of reviewees you chose when creating the performance review.
Singular Questions
- Click on Add question
- Press on Add your question
Group Questions
💡 By grouping questions, you can subsequently obtain a report. For example, you want to make a performance evaluation specifically for the sales team. In this evaluation you will add a section of questions concerning learning ability. When the sales employees have completed the evaluation, you will get a report based on the learning ability answers. This is how you will be able to measure and compare the learning performance of your sales employees.
- Press in + add section
- Introduce a title (i.e. Personal Questions)
- Add questions by pressing in the (+)
Edit Group Section
- Rename the section
- Remove the question
Can I archive a question?
- Click on (...) of question
- Select Archive question
Participants Section
💡In this section, you will see the list of all the employees involved in the review.
Adding Participants to the Review
- Click on +Add participants
☝🏽When clicking on the arrow from a participant, you will be shown the list of people that will evaluate the reviewee.
Starting the Review
⇒ You will be able to extend the review period for employees to respond to a performance review.
- Add Frequency - (Mandatory)
- Choose one Start date - (Mandatory)
- Choose one End date - (Optional)
Duplicate Review
- Press on (...)
- Select Duplicate
Responses Section
- Head to Responses
- Click on ➡️
Review Email Notifications
📩 Automatic notifications
- Once launched, the employees will receive an email and a pending task notification on their Dashboard.
- Employees will receive an email 2 days prior to the close of the review.
🔗Send a reminder
- You can notify reviewers with pending reviews to complete them.
👱🏽♀️ Review Analytics