The "Home" menu for Performance in Arcoro Unified allows users from various perspectives to view and manage their evaluations, including:
- Raters who will be rating themselves or others.
- Managers who rate their direct reports.
- Evaluation managers who assign evaluations.
- HR Administrators who create the evaluations.
Expand Performance and click Home.
Table of Contents
Add Project Review
The "Add project review" button appears at the top right of the page for those who are allowed to complete project reviews.
Evaluations Due
"Evaluations Due" is the default menu shown when first navigating to Evaluations. It brings together everything that is waiting on you in one list, so you do not need to check several places.
The "Evaluations Due" menu will list:
- Evaluations where you are the rater and the evaluation is not complete.
- Evaluations you approve after the form is finished.
- Evaluations waiting for the employee's sign-off.
- Evaluations waiting for the manager's sign-off.
The menu allows you to click the column headers to sort and/or filter the list, where available. The page will provide the following columns:
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Actions
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- Open the evaluation form.
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- Opens a print preview with the current answers.
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- Employee Name - The employee being evaluated.
- Employee Location - The employee's location. This column is hidden for companies with fewer than two locations.
- Evaluation Name - The name of the evaluation.
- Form Type - The type of evaluation.
- Evaluation Date - The date of the evaluation.
- Self Evaluation - View appears when the employee has submitted a self-evaluation and the form requires it first. It opens read-only.
- Status - Where the evaluation stands. Selecting the status also opens the evaluation form.
Completing an Evaluation
After you finish or save an evaluation and return to the page, the list shows the new status, and completed evaluations leave Evaluations due.
Completed Evaluations
The "Completed Evaluations" menu lists the evaluations you completed as the rater. Use it to look back at past reviews when you plan goals and the next review cycle.
The menu allows you to click the column headers to sort and/or filter the list, where available. The page will provide the following columns:
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Actions
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- Employee Name - The employee being evaluated.
- Evaluation Name - The name of the evaluation.
- Evaluation Date - The date of the evaluation.
- Form Type - The type of evaluation.
Viewing an Evaluation
Click the eye icon to view the completed evaluation.
My Evaluations
The "My Evaluations" menu lists completed evaluations where you are the employee, so you can read the reviews written about you.
The menu allows you to click the column headers to sort and/or filter the list, where available. The page will provide the following columns:
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Actions
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- Rater Name - The person who completed the evaluation.
- Evaluation Name - The name of the evaluation.
- Evaluation Date - The date of the evaluation.
Viewing an Evaluation
Click the eye icon to view the completed evaluation.
Pending Approvals
The "Pending Approvals" menu is for evaluation managers and lists evaluations that are waiting on an approval, so you can keep reviews moving and follow up with the right approver. It appears only for people with the Evaluation Manager role. Anyone else who follows a link to this tab lands on "Evaluations Due".
The menu allows you to click the column headers to sort and/or filter the list, where available. The page will provide the following columns:
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Actions
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- Rater Name - The person who completed the evaluation.
- Evaluation Title - The evaluation and the employee it is for
- Evaluation Date - The person or role whose approval comes next.
Approval Workflow
The window lists every approver in order and shows how many approvals are complete. Each approver shows a status, such as Approved, Next approval or Pending. The next approver is expanded by default, with a note about how long the evaluation has been waiting and what happens once they approve.