How to Use Performance Reviews

As a Performance Review participant, learn how to complete a Performance Review and review the results of a completed Performance Review. 

In this article:

• Overview
• Access Performance Reviews
• Share Responses for a Performance Review
  • Edit Shared Responses
• Review a Performance Review
• Finalize a Performance Review
  • Cycles Not Requiring Finalization
  • Cycles Requiring Finalization

Overview

As a Performance Review participant, learn how to complete a Performance Review and review the results of a completed Performance Review. 

As an admin, learn how to launch a Performance Review cycle.

Access Performance Reviews

Use the Reviews page to view open and previous Performance Review cycles, as well as important milestone dates. 

To access your Performance Reviews:

1. Click Reviews in the left-hand navigation menu to view all open and previous Performance Review cycles
2. Click View for the corresponding open Performance Review cycle
3. Click View corresponding to your profile to open and access a Performance Review

Share Responses for a Performance Review

To share your responses for a Performance Review:

1. Click Reviews in the left-hand navigation menu
2. Click View for the cycle name for the corresponding Performance Review cycle to navigate to the Performance Review
3. Complete the questions in the left column, titled [employee's] Responses
4. Click Share to submit your responses
   
   • Alternatively, click Save Draft to save your progress and share your responses at a later time

Once shared, meet with the other participant to review the results of the Performance Review together. 

Edit Shared Responses

Once you have shared, you are not able to edit your responses without an admin. Contact your organization's admin to change the Performance Review's status and edit your responses.

Review a Performance Review

After both participants have shared their responses, review the information and add Meeting Notes or Action Items for future reference. Additionally, use the Summary Assitant to read a summary of the Performance Review and intelligent Action Item suggestions. Learn more about the Summary Assistant. 

To review a Performance Review:

1. Click Reviews in the left-hand navigation menu
2. Click View for the corresponding Performance Review cycle
3. Click View for your cycle to open your Performance Review
4. Analyze and review the questions together:
   
   
   
   • A. Question & Score: Indicates the question's title and the scores provided by both participants
   • B. Question Analysis: Click the different options, i.e. Responses, Scales, etc. to view and analyze the responses
   • C. Meeting Notes: Click to view and/or add comments specific to each question
5. Optionally, click + Add Action Item to add an action item that carries over for all 1-on-1s/ Performance Reviews between the same two participants, learn more
6. Optionally, click + Add Attachment to add external files for reference, learn more

Finalize a Performance Review

Cycles Not Requiring Finalization

If the Performance Review cycle does not require either participant to finalize the review, the Performance Review is considered completed once both participants shared and reviewed their responses. 

Cycles Requiring Finalization

If the Performance Review cycle requires both participants to finalize, the Performance Review is not considered complete until the Employee and Facilitator have done so.

Once finalized, a Performance Review cannot be edited. Performance Review participants can still return and view the results, action items, meeting notes, etc. 

To finalize a Performance Review:

1. Review the Performance Review together
2. Click Reviews in the left-hand navigation menu
3. Click View corresponding to the open Performance Review cycle
   • If you have direct reports, click View corresponding to your profile
4. Click Finalize Review to complete the Performance Review
   • Once finalized, a Performance Review can no longer be edited