Complete Manager Assessments
Manager Assessment
If your company includes managers in the review contributor path, you are required to complete a manager assessment of your employee.
If the employee is a required contributor to the review, you can collaborate with the employee to complete the review process. A Manager Only contributor path does not include the employee in the review.
When it is your turn to participate in a review, an email is sent requesting a manager assessment. The applicable sections of the performance review, in the Review Summary page, are then completed.
Review Summary
The Review Summary page provides access to all the components and details of an employee's performance review.
Sections are added to a review when the template is created. These sections appear on the Review Summary page once the performance review is distributed.
Additional Contributor Feedback
If enabled, Additional Contributor Feedback provides managers with the option of sending the review to others outside of the contributor path to gain additional feedback on an employee's performance.
Managers can add and configure additional contributors and matrix managers for a review from the employee's Review Summary page. A maximum of 100 additional contributors can be added per employee review.
Manage Goals
Rate and comment on each employee goal on the Goals page.
Manage Competencies
Rate and comment on each employee competency on the Competencies page.
Manage Open Ended Questions
A review may contain a configured section that enables you to answer questions on a particular topic.
For this section, administrators can configure the title, the questions included, and whether the questions are required.
Manage Developmental Comments
If enabled, the Developmental Comments appear on the Review Summary, providing an opportunity to outline developmental needs or requirements for the upcoming review period.
You must enter comments for this section to be completed.
Manage Overall Comments
The performance review's Overall Comments section can be used to provide clarification or additional information related to a performance review.
You must enter comments for this section to be completed.
Manage Documents
If enabled, the Documents section of a performance review allows you and your manager to attach supporting documentation to your review.
Maximum file size for each document: 250 MB
Maximum number of documents attached to each review: 10
Supported file types: doc, docx, pptx, ppt, xlsx, xls, xlt, xltx, txt, rtf, tif, png, jpg, jpeg, gif, bmp, pdf, mht, db, zip, xml, log, odt, ods
Image (png) files can be previewed
File details such as Title, File Type, and Date Added can be viewed
Document titles can be edited during and after the attachment process
Documents can be downloaded and deleted
Documents can only be accessed from the review (documents attached to reviews cannot be accessed from Employee Documents or the Document Manager
Anyone in the review's contributor path can attach or remove documents
If a review is printed, attached documents are not included in the printout
For image (PNG) files, to verify that the correct file has been uploaded, select Preview
To download a copy of the file to your device, select Download
To view the title, file type, or date added, select Details
To update the document title, select Details > Edit
- To remove the document from the review, select Delete
Final Review Score
When all rated sections of the review are completed, ratings are automatically calculated and appear as the Manager Final Score.
If scoring options are configured to select or enter a final score, the score can be saved as a draft, until the review is moved forward to the next contributor.
- If final scores are not available, the review may be configured for comments only.
- If a final rating score is not selected or entered by the manager; the system is calculating the score.
- If you enable Not Applicable ratings, any Goal or Competency ratings marked Not Applicable are not included in the final score.
If additional contributors are included in the rating, the contributor weighted average may be included in the final score. Manager and additional contributor weights are defined in the review template.
If the review is configured to allow managers to override the calculated final score, an Override button appears. The manager can use this button to enter a new score and add a comment to explain why. If a manager overrides the calculated score on a review, the new score becomes the final recorded score for the review and is used in features such as Compensation. However, both the original calculated score and the new score display on the Review Summary for all review participants.
Send the Review
The performance review's Send feature enables you to collaborate with contributors.
You can continue to send the review back and forth among contributors and add comments until you select Sign & Complete. Once you select Sign & Complete, the review is completed and no other modifications can be made.
Acknowledge a Review
When the review is sent back to you for completion, you must acknowledge the review by selecting Sign & Complete. Once you select Sign & Complete, the review is completed and no other modifications can be made.
Once the review is complete, it will be available on the employee's Reviews page.
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