How do I fill up a Manager assessment form?

Category: Performance

A user must be a manager and must have team members (subordinates) in order to fill up a manager assessment form in The manager is only able to review the employee’s performance if they have submitted their self-assessment review.

Note: You can also fill the manager assessment form via the Action Center.

To review an employee’s performance via the manager assessment form,

Step 1

Go to Performance → My Org’s Reviews in the left navigation panel.


Step 2

In the My Org’s Review page,select the type of review that you want to perform from the list


Click on the user or team member whose performance you wish to review.


The enhanced dashboard of manager assessment form presents Performance Review, 1-on-1, Review History, and Awards summary in the same place.

Also, when the manager requests feedback on the selected user from the peers, it will be represented with a tick icon and you can also add more by clicking on the plus icon. Once the peers provide feedback there will be pending requests.


Here you can see that the selected user has completed self-assessment and it is represented by a green color tick sign and hence this user has progressed for manager assessment review.


Step 3

The manager assessment form of the selected user will appear.

Access the click to provide Comments button under the review criteria by clicking and opening the comments box.


Step 4

Enter your comments in the comment box.


Step 5

Provide a rating for the review criteria by clicking on the node of the horizontal rating Bar.


Note: If the Super User has set the comments as mandatory while performing the manager assessment you will be alerted in red colour.


Step 6

Once you provide the comments ratings for the remaining review criteria. The Review Summary Information section will provide the overall summary of your review and the changes will be saved automatically.


Step 7

You can view the review history of the Performance review and the 1-on-1 review of the user by clicking on the Review History tab.


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