Feedback Milestones – PM


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Introduction to Feedback Milestones

Overview

Feedback milestones are a way to initiate a dialog between supervisors and their employees throughout the review cycle. Feedback milestones are periodic check-ins to remind supervisors to mentor and coach their employees and to put notes the reviews.

A feedback milestone will generate emails to the supervisor before, after and on the milestone date.

There are four places to see milestones.

  1. Incomplete milestones that are due today or are past due, appear on the dashboard. Supervisors will also see milestones for their employees.
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  2. On the employee record under the Review tab, every review created for the employee is listed. Clicking on the edit will show you the administrative details of the review, including the milestone dates.
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  3. Inside a review, the milestones can be found by clicking on the review dates in the review header.
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  4. In Reporting under Performance Reports the Feedback Milestone Report breaks down milestones by department, supervisor, review period, or status
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Turn On Milestones

  1. Navigate to Settings > Review Settings > General Settings
  2. Set the milestones per cycle
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Dates & Review Periods

There are several things to consider when choosing the number of milestones per cycle such as:

  • How long is your review cycle?
  • Do you want managers to do a full evaluation at that time?
  • Are you using introductory review cycles?

Milestones will be automatically be generated when the review is created based on system settings. The review cycle is divided up equally by the milestones except for introductory reviews. Introductory reviews are intended for new employees and should be a shorter review cycle and therefore do not get milestones. For example, if you have a 90 day introductory review cycle and 4 milestones. That means in a 90 day period the supervisor would receive 4 reminders. That is too frequent for most organizational needs.

However, the review after the introductory review and other normal review cycles will all receive automatically generated milestones. For example, if you have a review starting Jan 1st and ending December 31st and 4 milestones in your system settings, the milestones would automatically be created for:

  • January 1st
  • April 2nd
  • July 2nd
  • October 1st

This is because 365 / 4 = 91 days. Since 2017 is not a leap year, 91 days after January 1st is April 2nd.

Let’s look at another example. Let’s say an employee will receive an annual review based off their anniversary date but will start with a 90 day introductory review. If the employee starts on July 1st, their reviews and milestones will look like this:

  • Introductory Review - 7/1/17 to 9/29/17
    • No milestones created
  • Annual Review 2017 - 9/30/2017 to 6/30/18
    • 9/30/17 milestone
    • 12/7/17 milestone
    • 2/13/18 milestone
    • 4/23/18 milestone
  • Annual Review 2018 - 7/1/18 to 6/30/19
    • 7/1/218 milestone
    • 10/1/18 milestone
    • 12/31/18 milestone
    • 4/1/19 milestone

Milestones do not explicitly require a supervisor to add feedback and/or scores. They are only reminders to check off. Therefore, if you need a supervisor to perform a full evaluation on an employee, you should use cycles and not milestones for enforcing this policy. Let’s say your organization would like supervisors to perform a full evaluation every 6 months. You should set your review cycle to 6 months and optionally use milestones to check in during those 6 months.

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