This feature is available for users who have enabled Workforce HR.
What's included in this article?
Start a Performance Review
Performance reviews can be initiated by either:
Manually assigning a performance review
Automatically scheduling a performance review
Manually Assign a Performance Review
To manually assign a performance review:
Navigate to the Manage Templates tab under HR > Performance Reviews
Click Fill next to the relevant template
Select the Employee you are completing the review for and click Create
Select the reviewing manager and date the review will be completed
Click create
Once you've clicked create, the relevant staff will be notified:
If questions can be answered by the employee, they'll receive an email
If questions can be answered by the manager, they'll receive an email
If questions can be answered by both, they'll both receive an email
Automatically Schedule Performance Reviews
Rather than manually assigning common reviews, such as probation, onboarding, or regular check-in reviews, you can configure them to be sent automatically using When to send schedules.
To create an automated review schedule:
Navigate to Performance > Performance Review Templates.
Click Edit next to the review template you want to schedule.
Select the When to send tab.
Click + When to send.
Complete the schedule settings:
Send date – Select the date the review should first be sent.
Frequency – Choose how often the review should be sent:
Once off
Weekly
Monthly
Days after employee start date
Offboarding
Recipients – Choose who should receive the review:
All employees
Selected positions
Selected teams/locations
Advanced selections
Notify employees in advance (optional) – Select Number of days before send date(s) to notify employee and enter the number of days' notice employees should receive before the review is assigned.
6. Click Create.
Once configured, the review will be assigned automatically according to the schedule you have set.
Access a performance review
When a performance review has been issued to complete, the relevant staff and manager will be notified via email. This notification will provide the name of the performance review template and the due date.
In the Workforce mobile app, employees and managers will see a notification of any pending performance reviews on the Overview page.
From here, they can view any in progress and completed reviews.
Complete a Performance Review
Once the performance review becomes available, staff can complete it in the Workforce mobile app.
To complete a performance review:
Select the relevant review in the mobile app
Click the Fill Review button to start
Answer all required questions and click Save after each one
Once complete, click the Submit button
Once the employee has completed their performance review, the review will remain as 'pending' until the manager has also completed it.
Important to note: Employees and managers will be able to see all details in the Performance Review Information section, including who assigned the review, the manager assigned, and the average scores from any ratings.
Access Completed Reviews
Pending or completed performance reviews can be accessed through HR > Performance Reviews.
To find specific reviews, you can filter the list. The list can be filtered by:
Employee
Template
Status
Start Date
End Date
To view individual results, click View next to the relevant performance review.