Access Review Form

HR managers/admins can access the review form to provide their comments, recommendations, and sign off. There are certain scenarios where visibility is restricted on the review forms and ratings.

In the review form, you can add the following:

  • Review notes for reference, which are visible to the manager by default.

Note: You can make the review notes visible to the employees.

  • IDPs to the development plans or provide a comment for the employee’s development.
  • Courses to the training recommendations.

You can access the cycle in multiple ways, which allows you to access the review form.

Navigate to Performance > Manage.

  1. In the Process tab, click the View Form View Form Icon.

Access review form1

    2.    Scroll down the review form and add the required fields.

Access review form2

Visibility restrictions on the review forms and ratings

In organizations, various members of the HR team can be site admins. By default, all site admins can view the Performance review forms and ratings of all employees, including their managers and seniors. However, this setting restricts site admins from accessing the Performance review forms and ratings for their managers and seniors.

Various scenarios with examples

Scenario 1: Same level in hierarchy
Charlie Eriksen cannot view the review details of Alice Singh and Mila Richmond. They are all site admins and hold the same positions in the hierarchy.

Scenario 2: Senior level in hierarchy
Charlie Eriksen c
annot view the review details of Liam Sherman and Alexis Baker, as they hold senior positions in the hierarchy.

Scenario 3: Different Departments or Business Units
Liam Sherman can view the review details of Chrysta Philips but cannot view the review details of Charlie Eriksen, as they belong to different departments or business units.

Scenario 4: Reporting manager
Chrysta Philips can view the review details of Liam Sherman, a reporting manager of Chrysta Philips. This scenario is possible only if Chrysta Philips is the site admin and has been assigned as the HR manager of Liam Sherman.

Site Admin restrictions

Note: Various scenarios apply only to the site admins.