Performance: How-to - End to End Setup of a Performance Review

Getting Started

There is a number of small components that need to be configured in order to create a performance review process. This guide outlines steps in creating new review process from scratch. The following steps outline how to create all review components:

1. Create rating scale - rating

My Performance

My performance view displays a list of reviews (active or completed) that are related to currently logged in employee. In this view employees can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

My Performance Fields

Field Name	Description
Id	Unique identifier for the review process.
Created Date	Date review was created.
Current Step	Name of current step.
Step Due Date	Date the step needs to be completed by.
Next Step Start Date	Date when next step will start after current step is completed.
Step Assigned To	Who the step is assigned to e.g. Employee.
Completion %	Percentage completion of an entire review.
Actions	Actions available to be applied against performance review record.

My Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.

Action Name	Description
Open Review	Opens performance review tool if the step is open to current employee.
Results	Display survey results.

My Team's Performance

My team's performance view displays a list of reviews (active or completed) that require input of currently logged in user. The user is either a manager or a peer and is assigned to one or multiple steps. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

My Team's Performance Fields

Field Name	Description
Id	Unique identifier for the review process.
Employee Id	Id of the employee who is the subject of the review.
Employee Name	Name of the employee who is the subject of the review.
My Role	What my role is in the review e.g. manager or peer.
Created Date	Date review was created.
Current Step	Name of current step.
Step Due Date	Date the step needs to be completed by.
Next Step Start Date	Date when next step will start after current step is completed.
Step Assigned To	Who the step is assigned to e.g. Employee.
Completion %	Percentage completion of an entire review.
Actions	Actions available to be applied against performance review record.

My Team's Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.

Action Name	Description
Open Review	Opens performance review tool if the step is open to current employee.
Reopen Step	If step has been submitted it can be unlocked using this action.
Force Start Next Step	Bypass delayed start option and open next step earlier.
Results	Display survey results.
Delete	Delete the review and all data associated with it.

All Performance

All performance view displays a full list of reviews (active or completed). Usually this view would be assigned to system administrators to provide complete overview of all performance review records. In this view users can filter the results by using search parameters on top of the form. A number of actions can also be performed for each review in the list depending on user's permissions.

All Performance Fields

Field Name	Description
Id	Unique identifier for the review process.
Employee Id	Id of the employee who is the subject of the review.
Employee Name	Name of the employee who is the subject of the review.
My Role	What my role is in the review e.g. manager or peer.
Created Date	Date review was created.
Current Step	Name of current step.
Step Due Date	Date the step needs to be completed by.
Next Step Start Date	Date when next step will start after current step is completed.
Step Assigned To	Who the step is assigned to e.g. Employee.
Completion %	Percentage completion of an entire review.
Actions	Actions available to be applied against performance review record.

All Performance Actions

Please note that not all actions may be visible at all times. Some actions may only be available when certain conditions are met within review process e.g. step must be opened to current user. Some actions may be disabled in workbench permissions.

Action Name	Description
Open Review	Opens performance review tool if the step is open to current employee.
Reopen Step	If step has been submitted it can be unlocked using this action.
Force Start Next Step	Bypass delayed start option and open next step earlier.
Results	Display survey results.
Delete	Delete the review and all data associated with it.

Deployments

Deployments view displays a full list of all deployments either pending or deployed. This view can be used by system administrators to track deployments. In this view users can filter the results by using search parameters on top of the form.

Deployments Fields

Field Name	Description
Id	Unique identifier for the deployment record.
Created On	Date deployment was created.
Name	Deployment name.
Workflow Name	Name of the workflow used in the deployment.
Scheduled Date	Date reviews should be deployed.
Status	Deployed or Pending.
Actions	Actions available to be applied against deployment record.

Deployments Actions

Please note that not all actions may be visible at all times. Some actions may be disabled in workbench permissions.

Action Name	Description
Cancel	Cancels deployment process. Can only be performed if Status = Pending. If reviews were already deployed they would need to be deleted manually through all performance or my team's performance views.