This help topic discusses how to get started with Reviews. First let's take a look at the various review types:
Manager Review: The Manager Review is the most common type of review and involves the manager of a team being instructed to conduct reviews on the individual members of the team that he or she oversees.
Once published, the Manager Review will go live when it reaches the start date. An email is then sent to the manager and the review page will be full with reviews for his or her team members.
When the reviews are completed, they will be submitted to HR by the manager and the Administrator will be able the end the review period. The reviews will then be closed out and reports will be sent.
Manager + Self Review: The Manager + Self Review is a review that involves the manager and the employee simultaneously conducting a review.
Once the review is started and made live, it is sent out to all employees. The employee completes their portion of the review, then it gets sent to the manager. Once completed by the manager, the review is scored and an average score is taken from the results.
The review report shows both the individual scores for the employee and manager and the different scores side by side, to measure the difference between the results. The gap between the two sets of results may be a topic of discussion during the face-to-face review.
360 Review: Otherwise known as a Peer-to-Peer Review, this review involves an employee being reviewed by a peer or a number of peers selected by the manager. This can also be used to have staff review their manager(s).
A message is sent to all managers two weeks prior to the start date of the review notifying them to select the 360 Panel of reviewers. Managers will then need to go to the REVIEWS page in order to select their panelists as seen below. The Panels can also be selected and assigned by an Admin.
Managers may select individuals from their team or from employees throughout the organization by entering their names into the box marked to be reviewed by section. A drop-down list will appear and upon selection they will be added to the Review Panel on the right after the manager clicks the "+" button. Once done filling the Review Panels, managers will click the Submit panel to HR button located on the bottom of the screen. This will let Administrators know that the panelists have been selected.
The Administrator can now manage the panel selections in the Activity tab by clicking the arrow to the right as seen below.
The list of panelist will appear and Administrators can edit the panelists by clicking the "+" button located next to the circles.
Once ready, the Administrator can start a review by clicking on the START REVIEW button underneath the title of the review.*
*Please Note: This is only applicable to the 360 Review as all other reviews have an automatic start once their scheduled date arrives.
Flex Review: Flex reviews can be activated by managers at any point in time. HR Administrators will first have to publish the Flex Review before managers can access it. Once published, the link to the review is located on the right hand side of the Reviews tab under “My Flex Reviews”.
For a manager to activate a FLEX review they click on one of the flex review buttons and a pop up appears prompting the manager to select the Reviewer and the Reviewee(s).
The manager is set as the reviewer by default, but if you choose to change the reviewer or reviewee then you can click the blue EDIT button to do so. When you have chosen which team members will be the subject of the review click the Done button.
When the manager is done selecting his or her team members, he can click the “Start This Review Now” and the review will become live and can be viewed in the Reviews page by all who are included. Once the reviews are completed they will be submitted to HR and posted to the Reports page.