Employees - PM


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Create a Performance Review

Overview

Manage Reviews provides you with a snapshot view of all reviews that are currently created within your organization.

Instructions

 

Option 1: Manage Reviews Route

  1. Navigate to Manage Reviews
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  2. Select the responsible supervisor
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  3. Select Create New Review
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  4. Fill in fields
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    • Review Employee: Select employee for review
    • Review Period: Select from Current, Next, or Closed periods
    • Plan or Review Name: Title of review
    • Plan or Review Description: Brief description of the review
    • Create Review:
      • Create Empty Review: Create a blank review
      • Create Review with structure only: Create review from items aligned in the library
      • Copy Previous review structure: Utilize a previous review done for modification
      • Copy Previous review (structure, scores, feedback): Utilize the exact previous review
    • Create Next Cycle Review: Select to begin new review period
    • Lock Review: Select to disable further edits
    • Feedback Milestone Dates: Choose to add a milestone
  5. Select Create Review
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Note: Performance Notes may be entered in a review anytime after the review has been created.  

See our Review Details article for elaboration on review status, review details, and managing factors. 

 

Option 2: Employees Route

  1. Navigate to Employees
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  2. Select or search and select an employee
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  3. Click on the Reviews tab
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  4. Click on the Create Review button
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  5. Fill in fields
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    • Review Type: How the review is created
      • Empty Review: Blank slate, no factors will automatically populate
      • Review From Structure: Automatically fills out review with previous items in library
    • Review Name: Name of review
    • Review Description: Brief description of review
    • Review Period: Set what cycle the review is for
    • Create Next Review: Automatically generates the next review cycle
    • Lock Review: Disables further edits
    • Create Milestone: Add a milestone
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      • Feedback Date: Enter in date feedback is due
      • Is Complete: Note whether or note it is complete
      • Save: Save milestone
  6. Select Save
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Note: To copy a review, click on the drop-down in the Copy column and select one of the options. 
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  • Previous Review Structure: Will only copy sections, factors, and weights from the review on to the new review. Do this if you have customized a previous review that differs from the Job Library.
  • Previous Review (Structure, Scores, Feedback): Will take a direct copy of the review, including any evaluation that has been done to the review, and copies it. You may want to use this option if you have a supervisor change. In some instances, you may want to make this information available to the new supervisor.
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