How do I initiate a Review?

Category: Performance provides an option to initiate a new review to the employees present in the organization. 

Why this feature?

  • Initiators can initiate Performance Reviews.
  • Super Users can assign Review Initiators to initiate Performance Reviews.
  • This feature helps the managers and the top management assess the employee's performance concerning their roles and responsibilities in the organization

Step 1

Navigate to  Performance →  HR Administration → Performance Reviews from the left navigation panel and click on the Initiate Review button.

Step 2

An Initiate Review side panel will appear. Select the Review Template, Q&A Template, and the Access List date for the review.

Provide a Review Headline and Description as well as configure the Period of the review.

Select the Joined Before date and the Review Scope within the organization.

Enable the Add Peer Reviewers toggle if you wish to include peer assessments and select a suitable option per organizational needs. 

Step 3

In the General Options, set the specific date to Auto Close the review. You can also set additional Grace Days to complete the assessment.

The Reminder Schedule helps you send reminders to the participants of the review before the due date.

In Assessment Options, the Review Level and End Date for the review participants can be configured. 

In Advanced Settings, you can set an Extension for the scheduled days.

Once done, click on the Initiate button.

You will also be able to Schedule the Initiate Performance Reviews.

The initiated Review will be added to the Performance Reviews page.

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To learn more about the process of 360 assessment, click here.

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