Run performance and probation reviews

A review cycle is a period with a due date and the people in it. Each person writes their own part from their personal link, then the manager rates them on your scale.

Before you start

• You need Manage HR (files, documents, leave).
• Set your rating scale once: HR → HR settings → Reviews: the rating scale. Type 2 to 10 labels separated by commas, such as 1, 2, 3, 4, 5 or Below, Meets, Exceeds, and select Save.

Open a cycle

1. Open HR → Reviews.
2. Type the Cycle name, the From and To dates of the period and the Due date.
3. Select New cycle.
4. In the new cycle, type the goals for everyone, separated by ;, and select Add everyone. Each active person gets their own review.

Complete a review

1. Each person opens the page of their personal link, gives their own rating and notes under Reviews, and selects Send.
2. Open the cycle on HR → Reviews and select the person.
3. Under The manager's part, edit the Goals and tick the ones that are done.
4. Pick a Rating, write your Notes and select Save.
5. When it is final, select Mark done.
6. When every review is in, select Close the cycle.

Probation reviews

When a person's probation is about to end, their review opens by itself in the standing probation cycle, seven days before the Probation ends date on their file. You complete it the same way.

Good to know

• Each cycle shows how many people are in it, how many self-reviews are in and how many reviews are done.
• A review's status shows Waiting for the self-review, Self-review in; the manager's turn, or Done.
• The person sends their own part once.
• The person sees the manager's rating once the review is marked done. They never see the manager's notes.
• After you close a cycle, no more self-reviews can be sent.
• Probation reviews open only when probation reminders are on: tick Also remind of birthdays, work anniversaries and probation ends in HR → HR settings → Reminders.
• The self-review is sent from the personal link page, so make a link for everyone in the cycle. See Give each person their own HR page.
• Removing a leaver's personal data blanks the notes and goals of their reviews; the rating stays.