How to initiate an affinity-based review in

Category: Performance provides an option to initiate a new Affinity-Based Review to the employees present in the organization. 

Why this feature?

  • Super Users, HR Admins, and HR Business Partners 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.

Step 2

On the Performance Reviews page, click on the + icon to initiate a new review.

Step 3

An Initiate Review side panel will appear. Select the, 

  • Review Template 
  • Q&A Template 
  • Joined Before Date  
  • Access List [Giving access for some initiators to configure the Performace Review]

Select the Affinity Review under the Review Template. 

Step 4

Once done, enter the Review Headline and Review Description for the review.

Step 5

Enable the Auto Close Review toggle, if you want the review to end automatically on a specific date. You can also set additional Days of Grace Period to complete the assessment.

Step 6

Enable the "Add Peer Reviewers" toggle, if you wish to have peer assessments for the review. Once done, click on the Initiate button.

For instance, Let’s select the "Add all employees as peer reviewers except their direct manager" option.

Step 7

The initiated Review will be added to the Performance Reviews page. Select the Review to access the HR Dashboard.

The HR can view the status of the assessments from the HR Dashboard.

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To learn more about how to close an active review, click here.

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