When it comes time to create an employee's performance review, you will be able to view several key inputs to assist you in completing the review:
Journal Entries - Entries created by both you and your employee during the year, documenting the employee's performance related accomplishments.
Goal Updates - Employee goals created by both you and your employee, as well as notes about the employee's progress toward completing those goals.
Self Review - If you invite an employee to complete a Self Review, you may use the information from that review in your own review.
Contributor Reviews - If you invite other individuals to complete a review for the employee, you may use the information from that review in your own review.
Completed Goals - Goals that were indicated as reached during the review year.
If any of these elements are available for you to view while creating the review, the respective symbol associated with the input will appear next to the review criteria to which it pertains. You may use the comments from any of these elements (performance journal entries, goal journal entries, self reviews or contributor reviews) into your own employee review.
Note: You will not be able to complete employee performance reviews unless a review period is currently active.
To access and navigate the Reviews tab of the Performance Dashboard:
1. On the Menu, click HR Administration > Performance Management.
The Performance Management Dashboard page displays.
2. Click on the Reviews tab.
3. If desired to see items requiring action for a different review year, alternate manager, or team of employees, use the respective Review Year, View As, Show filter options to update the displayed items.
4. Use the Review Status filters to refine the items on the Reviews tab to performance reviews matching your desired criteria.
5. To change the sorting order, hover over a column header and click on the displayed arrow to choose to sort that column by ascending or descending order.
6. Click the Actions button to choose to perform any of the following items from the actions drop-down list:
When multiple reviews are ready to be submitted for review/approval, you can use the Bulk Submit feature to simultaneously place multiple reviews in Submitted status. Simply check the box next to each review that is ready for review and select the Bulk Submit action item. Upon successful submission, a notification is sent to the respective review approver.
When multiple reviews have been reviewed and ready for approval, you can use the Bulk Approve feature to simultaneously place multiple reviews in Approved status. Simply check the box next to each review that is ready for review and select the Bulk Approve action item. Upon successful approval, a notification is sent to the respective reviewer.
When multiple reviews have been reviewed and are deemed not ready for final review/approval, you can use the Bulk Reject feature to simultaneously place multiple reviews in Rejected status. This allows the reviewer to provide additional input before re-submitting the review. Simply check the box next to each review that is ready to be sent back (rejected) and select the Bulk Reject action item. Upon successful rejection, a notification is sent to the respective reviewer.
When multiple reviews need to be erased so that the manager can start over, you can use the Bulk Delete feature to simultaneously delete multiple reviews. Simply check the box next to each review that needs to be deleted and select the Bulk Delete action item. Upon successful deletion, a new review in Not Started status will appear. This new review will utilize the same template, reviewer/approver, and classifications that were assigned in the now deleted review.
Bulk Deliver to Employee
When multiple reviews have been approved and are ready to be electronically delivered to the employee, you can use the Bulk Deliver to Employee feature to simultaneously place multiple reviews in Delivered status. Simply check the box next to each review that is ready for review and select the Bulk Deliver to Employee action item. Upon successful delivery, a notification is sent to the respective employee and upon their next login session to the ExponentHR website, they will become immediately prompted to acknowledge their performance review. Any in-person discussion should be completed prior to electronic delivery and request for acknowledgement.
The Bulk Suppress Reviews feature allows you to indicate that the selected employees will not be receiving a specific review. Simply check the box next to each review that will not be created and select the Bulk Suppress Reviews action item. Upon successful suppression, the system will prevent any notifications from being sent and removes the review from the outstanding tasks dashboard.
Remove Review Suppression
The Remove Review Suppression feature allows you to reverse the suppression indicator that blocks an employee from having a scheduled performance review created.
Invite to Self-Review
As part of the performance review process, you are able to send a request to employees for them to complete a self-review of their own performance. By using the Invite to Self-Review feature, you can simultaneously invite multiple (all) employees to complete a self-review. In the invitation/notification received by the employee, you are able to enter a custom note (sent to all chosen employees).
As part of the performance review process, you are able request performance review input from any manager/employee by sending them a Contributor Review. In doing so, they will receive a blank performance review template and be able to enter any notes based on their own personal observation. This input can then be used by the reviewer when creating the actual performance review for the employee. By using the Invite Contributors feature, you can simultaneously invite multiple individuals to complete a contributor review for an employee. In the invitation/notification received by the contributor, you are able to enter a custom note (sent to all chosen individuals).
In the event that an alternate manager is to be responsible for creating the performance review of select employees, you can use the Change Reviewer feature to simultaneously assign multiple employees to a new performance reviewer. Simply check the box next to each applicable review and select the Change Reviewer action item. Upon successful reassignment to the new reviewer, the review will follow the OSM performance tree of the new reviewer.
Create Off-Cycle Review
In addition to the regular performance cycle, you have the option to create a stand-alone performance review for an employee at any time. Click the Create Off-Cycle Review action item to start a non-scheduled performance review.
The Show/Hide Columns option allows you to show or hide columns on the performance dashboard grid.
7. To create or open an existing performance review for an employee, click on the employee's name in the list of displayed items.
Related Help Topics
Performance Management Dashboard
Managing Performance Rating Methodologies
Managing Performance Review Items
Managing Performance Goals
Managing Performance Templates
Performance Management Reporting Capabilities