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      Performance Reviews: Getting Started

      Quantum Workplace’s Performance Reviews feature provides direct reports and their managers with a dedicated space to discuss performance.

      Last Updated: December 16, 2024

      In this article:

       

      Overview

      Quantum Workplace’s Performance Reviews feature provides direct reports and their managers with a dedicated space to discuss performance.

      Use this article as a guide for all things Performance Reviews.

      Requirements

      Performance Reviews 101

      A quick introduction to important Performance Review terms and concepts.

      Employees & Facilitators

      Employees and Facilitators are the terms given to the Performance Review participants.

      Employees are the participants in the left-hand column in the Performance Review view- typically the direct reports.

      Facilitators are the participants in the right-hand column in the Performance Review view- typically the managers.

      Action Items

      Action Items are notes, tasks, or ideas generated by either Performance Review participant. They are a great way to organize regularly repeating information for easy reference and access. 

      Action Items automatically remain in future 1-on-1s with the same participants until marked complete or deleted. Learn more about Action Items.

      Conversation Boosters

      Conversation Boosters are optional enhancements added to a Performance Review template that can be used to pull in Goals and Feedback activity into the Performance Review for discussion. Learn more about Performance Review Boosters.

      Performance Review Visibility

      By default, the Performance Review participants, upline managers, and full admin users have visibility into a Performance Review. Visibility can be managed from the Performance Review itself. Learn more about Performance Review visibility.

      Launch a Performance Review Cycle

      As an admin, configure and launch a Performance Review cycle to provide your employees with the space and time to hold productive conversations about a direct report’s performance according to an admin-created template. 

      Cycles support multiple templates to prompt one group of participants with one template, and another group with a different template. 

      Learn how to launch a single and/or automated Performance Review cycle with the following step-by-step guides:

      Performance Review Templates

      Use Performance Review templates to configure the question sets for Review participants.

      Templates can be customized with a variety of questions, question types, boosters, etc. Additionally, template questions can be customized to show a different version of the question depending on whether they’re the Employee or Facilitator.

      The Competency question type and Performance  Goal booster are unique to Performance Reviews. Learn more about the different question types.

      Create a Template

      Learn how to create a Performance Review template with the following step-by-step guides:

      Use & Manage Performance Reviews

      For All Users

      • Writing Assistant: Streamlines and enhances responses with generative AI for meaningful and constructive responses 
      • Action Items: Add and manage customizable notes that are unique to Reviews with the same two participants; use Action Items to easily refer to regularly repeating ideas
      • Manage Visibility: Share visibility for the Review with specific colleagues

      For Admins

      • Training Deck: A PowerPoint deck for Employees and Managers; download and update the deck according to your organization's permissions, branding, etc.
      • Review/Approve Responses: Optionally, require Facilitators to submit their responses for admin approval before being shared with the Employee
      • Manage Facilitators: Update the Facilitator for a Review
      • Update Status: Update the Review status at any time, i.e. Not Shared, Shared, and Finalized
      • Ask AI: Enable Ask AI to allow participants to respond to prompts with holistic, contextual AI-generated responses

      Performance Review Analytics

      Resources to track usage and understand insights:

      Best Practices

      Review the following guides to better strategize and conduct Performance Reviews that align with your organization and improve engagement.