Understanding Cycle Timelines
This is the name of your cycle (e.g. Q1 2015, Jan – Jul 2015, Annual Performance Review – 2015)
- Performance review period:
This information will be used in all notifications to employees and will help them give feedback accordingly. E.g. For the 2015 Annual Review, the period of review could be Jan 1st 2015 – December 31st 2015.
- Performance template should be assigned to employees by:
Assigning templates is the process by which relevant templates are matched with relevant employees.
This refers to the date by which HR or Managers should have created templates and assigned them to all employees. Prior to this date a reminder notification is sent to HR. You can however continue assigning templates beyond this date too.
- HR should share template with employee by
Sharing templates implies that employees get notified that their review templates are ready and they can view it.
This is the date by which the HR should have shared templates to all relevant employees. Prior to this date a reminder notification is sent to the the HR. You can however continue sharing templates beyond this date too.
- Employees can start their self-reviews on or after
Self-review is the process where employees can rate/add comments about themselves in the performance areas provided in the template.
On and after this date, employees can start entering their comments and ratings. On this date a reminder email is sent to all relevant employees who have templates assigned to them.
- Employees should submit their self-reviews by
A reminder email is sent to all employees prior to this date. However even after this date, employees will still be able to submit self-reviews.
- Managers should finish reviewing their direct reports by
A reminder email is sent to all managers prior to this date. However even after this date managers will still be able to submit reviews.
- HR managers should finish reviewing and lock all appraisals by
A reminder email is sent to all HR managers prior to this date. However even after this date managers will still be able to manage reviews.
Selecting this enables employees and managers to rate each topic in the review template. The rating scale can be set in the Performance> Administration page.
- Allow managers to comment
This setting opens a comment box for managers to comment on each of the topics in the review template.
- Allow employees to comment
This setting opens a comment box for employees to comment on each of the topics in the review template.
- Are comments mandatory for employees and managers
This setting forces staff to add some comment in each of the relevant comment boxes. Empty submissions are not allowed.