Explore the Review Summary
A performance review includes key assessment information based on an employee’s day-to-day activities. Specific pages, such as the Review Summary page, are used in Performance Reviews to assist with the employee review process.
The Review Summary page provides employee performance review information. Sections are configured and assigned to a review when a template is created, and display on the Review Summary page once the review is distributed. These sections are completed by the contributors identified on the Review Summary page.
Each section on the Review Summary page contains icons and buttons to serve as status indicators during the review process.
|Indicates the section has been completed in its entirety. All ratings are complete.
|Indicates the section is incomplete and additional information is needed.
|Allows you to begin your review ratings in a section.
|Allows you to edit your ratings in a section.
If the Edit button appears, the section has either been started or completed. You can edit review ratings until the review has been acknowledged.
|Allows you to view review ratings in a section.
If the View button appears, the review is either complete or in a locked status, which means the ratings can no longer be changed.
|Save as Draft
|Allows you to save the final score as a draft, when scoring options are configured to select or enter a final score.
|Allows you to send the review to the previous or next contributor. A dimmed button indicates that the required sections of the review are incomplete. The required sections of the review must have a status indicator, Completed icon.
|Sign & Complete
|Allows you to acknowledge and electronically sign the review.
|Allows you to override a final calculated score. This button only appears if the review is configured to allow final score overrides.
Review Summary Page
Review-related sections are available on the Review Summary page.
The Review Summary page can be accessed in several ways.
- An employee selects Menu > Myself > Jobs > Reviews.
- A manager or additional contributor selects Menu > Requests > Inbox > select review request for the employee.
- A manager can select Menu > My Team > Talent Dashboard > Reviews > select review for the employee.
Displays employee name, title, and review effective date. A link to Employee Notes also appears. Allows companies to configure welcome text to meet organization needs.
Indicates the contributors assigned to this review and includes review due dates. Bold formatted names identify those individuals responsible for contributing to the review at that time.
Additional Contributor Feedback Selection
When additional contributors are configured for a review, this area provides the access point for the selection of additional contributors.
Provides the access point for contributors to rate and/or comment on goals. Provides sections for completing employee and manager assessments. Provides rating scales, including section weights, individual goal weights, and goal progress.
Provides the access point for contributors to rate and/or comment on competencies. Provides sections for completing employee and manager assessments. Provides rating scales, including section weights.
Open Ended Questions
Provides an area for contributors to answer specific questions. The administrator configures this area's title, instructions, and questions. The administrator also determines if any of the questions are required.
Provides an area to establish future performance goals and objectives. Provides separate sections for employees and managers.
Provides an area for employees, managers, and additional contributors to provide overall feedback on the employee's performance review.
Provides the final calculated score for the review.
If final score 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 the review is configured to allow managers to override the calculated final score, the manager sees an Override button. If a manager overrides the calculated score, the new score will be the final score recorded for the review and this score is used in other features, such as Compensation Management. However, the original calculated score and new score appear on the Review Summary for all participants.
Provides an area to include comments for the next reviewer. These comments are only for routing purposes and do not appear on the final review.
The Routing Comments section may not appear if your administrator has selected to hide this field.
Sign & Complete
Provides an area for employee and manager acknowledgment of the performance review. The acknowledgment of the performance review is considered an electronic signature. A compliance statement or message can be enabled to display in this area when an employee signs and completes the review.
Employee Talent Card
Provides a talent snapshot of talent-related information including employee information, predictive analytics, review history, education, licenses, skills, work history, awards, and relocation preferences. If configured, the Talent Card also displays an employee photo.
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