The Reviews tab gives managers access to reviews that have been created for employees that report to them. Managers must access the review forms from this tab to complete the review.
- Click Performance from the menu.
- Click the Management from the Actions drop-down menu to create a new job posting or the title of an existing job posting.
- Click the Reviews tab.
Dashboard
The "Dashboard" tab will show pie and bar charts for % of completed, % of signed, % of completed by manager, and % of signed by manager.
Reviews
The "Reviews" tab will list the reviews of employees of the performance manager and will show the following columns:
- Review Date
- Employee
- Reviewer - The manager assigned to the review.
- Review Form - The review form used for the review. A manager can begin or continue the review by clicking the name of the review form. When the manager enters a review, a wizard will step them through completing their review. There will be steps for them for each item included in the Weighting/Optional Items tab in the Admin Portal.
- Date Completed - The date the review was completed by each reviewer.
- Print Review - When the review has been copmpleted and there is a date in the "Date Completed" field, the "Print" link will be clickable to generate a compositve of all reviewer scores for the review.
- Depending on the settings configured in the Print Options tab in the Admin Portal, there may be signature lines at the bottom of the printout for the employee, manager, and/or higher-level managers to sign.
- Date Signed - If an electronic signature is required, a "Date Signed" column will be visible. Once all reviews have been signed, the "click here to sign" will be clickable. The manager will click this link and then follow the onscreen instructions to electronically sign the review. After completing the instructions, the field will update to the date when the review was signed.
- Score - The score of the review by each reviewer
Managers do not have access to the Employee’s self-review. The manager can see the details of the review only after all reviews have been completed for an employee by using the "Print" link to generate a composite of all reviews for the employee for the specific review date.
Reports
The "Reports" tab will provide the following pre-made reports to download as a PDF or Excel file.
- Reviews - Displays a a list of Review Records with Review Dates between the selected date range.
- Reviews grouped by Manager - Displays a list of Review Records with Review Dates between the selected date range grouped by Performance Manager
- Reviews grouped by Employee - Displays Review Scores for employees by Review Date (one record per employee per review date)
- Reviews grouped by Position - Displays a list of Review Records with Review Dates between the selected date range grouped by Position