Manage and Track Performance Review Cycles

The Cycles section of the Reviews displays all available review types as individual cards, such as 360 Review, Manager Performance, Potential Performance, and Value Engagement. Each card provides an overview of the existing cycles and allows you to create new ones by clicking the Add button.

• 360 Review: Allows employees to evaluate their performance while receiving feedback from managers, peers, and colleagues.
• Managers' Performance: Provides feedback to managers to identify their strengths and areas for improvement, enhancing their effectiveness.
• Potential Performance: Assesses an employee’s readiness for future growth by evaluating their skills, strengths, and potential.
• Value Engagement: Measures how well employees align with organizational values and assesses their commitment and engagement.

On each Review card, you will see:

• The title and description of the review
• The logo
• The Add button
• The number of cycles included in the review

By default, all review cycles are displayed in the list below the Review cards. To view cycles for a specific review, click on the corresponding card. Please note that only active and draft cycles will appear in the list. If you click the Clear All button, the relevant number of reviews will be displayed again.

In this section, you can:

• View all active, draft, upcoming, and completed cycles in one place, organized by review type.
• Add new review cycles with predefined or customized parameters.
• Filter cycles by status (Active, Draft, Completed, Upcoming) and by specific date ranges to focus on relevant reviews. Select your desired filters using the dropdown and date-picker options, then apply them to refine your view.
• Track progress, deadlines, and employee participation in real time.
• Manage individual review cycles: Click the "Manage" option from the actions menu next to a cycle to oversee and administer its details, participants, and reports.

Tip: For the 360 Review, where deadlines are set for Self, Manager, Peer, and Upward evaluations, click See Due Dates to view the specific deadlines for each group.

To view the detailed configurations of a cycle, click on its title and navigate through the pages using the Next button. For Draft cycles that may require modifications, use the Save and Continue or Save and Close buttons as needed.

Managing Review Cycles

When you click the "Manage" option from the Actions Menu, you are taken to a dedicated page for that specific review. 

Regardless of the specific review type, each management page has three tabs below the dynamic summary section:

• Employees Tab: Lists all employees included in the review, showing their progress status for each stage, overall completion, and preliminary scores.
• Details Tab: Provides a comprehensive overview of the review cycle's configuration, including its name, description, dates, and the specific values or competencies being evaluated.
• Reports Tab: This tab provides access to view aggregated results and analytical insights derived from the completed reviews. 

The summary cards and progress indicators at the top of the page are dynamically adapted to reflect the unique aspects of each review methodology.

1.  Managing 360-Degree Review Cycles

For 360-Degree Review cycles, the top section provides progress indicators for each feedback type. 

Specifically, you'll see progress for:

• Total Progress: Overall completion of feedback by all assigned reviewers within the cycle.
• Self Progress: Completion of self-assessments by employees.
• Manager Progress: Completion of feedback by assigned managers.
• Peer Progress: Completion of feedback by assigned peers.
• Upward Progress: Completion of feedback by assigned subordinates.

• Numbers displayed on each card (e.g., "3/5" or "1/2") represent:

  • Completed Reviewers / Total Assigned Reviewers: The first number indicates how many reviewers of that specific type have completed their feedback. The second number indicates the total number of reviewers assigned for that type within the cycle.

2. Managing Managers' Performance Review Cycles

For Manager Performance Review cycles, the top section of the management page provides key summary cards to track the overall status of the manager evaluations. These cards display:

• Managers: The total number of managers included in this specific review cycle.
• Assignees: The total number of individuals (e.g., direct reports, peers) who are assigned to provide feedback on the managers in this cycle.
• Total Reviews: The total number of individual review forms expected to be completed within the cycle.
• Not Completed: The number of review forms that are still pending completion.
• Number of Questions: The total count of questions included in the review forms for this cycle.
• Comparable Questions: The number of questions that are designed to be comparable across different managers or review cycles, allowing for standardized analysis.

3. Managing Potential Performance Review Cycles

For Potential Performance Review cycles, the top section of the management page features a progress bar that visually represents the overall completion status of the reviews. 

• Completed: The number of potential performance reviews that have been fully submitted.
• Pending: The number of potential performance reviews that are still awaiting completion.

• Numbers displayed on this bar (e.g., "1" for Completed and "1" for Pending in the example) represent:

  • Completed: The count of employees for whom the potential performance review has been fully submitted.
  • Pending: The count of employees whose potential performance review is still awaiting completion.

Managing Value Engagement Review Cycles

For Value Engagement Review cycles, the top section of the management page features a progress bar that illustrates the overall completion status of the value engagement assessments.

• Completed: The number of employees for whom the value engagement review has been fully completed.
• Pending: The number of employees whose value engagement review is still awaiting completion.
• Numbers displayed on this progress bar (e.g., "2" for Completed and "4" for Pending in the example) represent the count of employees whose reviews fall into each respective status.