Performance Review Wizard

Performance Review Wizard

The Performance Review Wizard allows users to send performance reviews quickly and efficiently from the dashboard.

Performance Review Wizard Navigation Functionality

There are multiple navigation options available to you throughout the Performance Review Wizard. These navigation options are outlined below.

1. START - The "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
2. View - To View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
3. Select - Select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
4. Create New - Allows you to create a New Record within a particular Wizard (where relevant).
5. Create - Allows you to 'save' a New Record you've created.
6. Edit - Allows you to Edit a Record.
7. Save - Allows you to Save a Record.
8. Delete - Allows you to Delete a Record.
9. Previous - Allows you to go Back one step.
10. Clear - Allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
11. Submit - Allows you to Submit the data or Record/s you've added into a Wizard.
12. Close - Allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
13. Search - A Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
14. Next - To to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
15. Breadcrumbs - On the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

How To Trigger the Performance Review Wizard

1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
2. Select "New Performance Review".
3. Enter in the "Name" of the Performance Review.
4. Select the appropriate performance canvas under "Template" to be used for review during the performance review.
5. Select the performance workflow.
6. You can copy Skills and/or Behaviours from a previous review. Note that Goals are automatically copied by default.
7. Select the reviewees under the Review scope. You can select by individual employees, specific groups and/or departments.
8. Click "Next"
9. A preview of the template will appear. From the drop down you are able to preview all items on the template, what the manager only sees, what the employee only sees or what the peers can only see.
10. The formatting of the template can also be adjusted by clicking onto the document and using the text formatting tools available. Remember that changes made here are only applied to this Review.
11. Click "Next"
12. On the "When to Send" dropdown, you can choose to send now ("Now) or at a specified date/time by selecting "Later". Doing the latter will display the "Send Date" field allowing you to specify the date/time.
13. You can apply a repeating frequency to to the Review in the "Frequency" field. Available options include "Once" or "Indefinite".
14. If the Review requires an approval, check the "Requires Approval" checkbox.
15. Click "Next"
16. The next step allows you to edit the email notification of the performance review. You can select from an existing template or use the text formatting tools to edit one in for the Review.
17. Click "Next"
18. The final step allows you to review the details of the Review.
19. When ready, click the "Submit" button to finalise and send this performance review.