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      Actions of Different Participants in the Performance Review Cycle

      In the performance review cycle, the different participants involved are Employee, Manager, Delegate Reviewer, Skip-Level Manager, Additional Reviewer, and HR/Site Admin.

      The entire performance review cycle is driven by the HR/Site Admin. While creating the cycle, HR/Site Admin can control the following actions under Process Configuration:

      • Rollback employee reviews for editing.
      • Employee and manager can review parallelly or the manager reviews after the employee submits.
      • Make manager review visible to the employee.
      • Skip-Level manager capabilities either edit the manager's review or approve or both.
      • Assign templates to the employees.
      • Ability to invite additional reviewers.
      • Ability to invite delegate reviewers.
      • Request resolution if the employee is not happy with the manager's review.
      • Enable sign-off to the employee and manager and HR/Site Admin.

      The following are the actions of different participants in the performance review cycle:

      1. Employee can
      • Self-review
      • View the submitted review
      • View past reviews
      • Overall rating/Comments
      • Request resolution (based on the permission given by HR/Site Admin)
      • Sign-off (based on the permission given by HR/Site Admin)
      1. Manager can
      • Review and comment on team members’ performance
      • View past reviews of the team members
      • Assign template (based on the permission given by HR/Site Admin)
      • Share template (based on the permission given by HR/Site Admin)
      • Overall rating/Comments
      • Sign-off (based on the permission given by HR/Site Admin)
      1. Delegate Reviewer can
      • Perform all the actions as the manager does.

      Note: The delegate reviewer is involved when

      • The HR/Site Admin delegates the review process.
      • The immediate manager delegates the review when the manager has moved to another team/department or is busy with other project work or on a sabbatical or left the organization.
      1. Skip-Level Manager (SLM) can
      • View the manager’s and employee’s ratings and comments
      • However, edit the manager’s review and approve the review
      1. Additional Reviewer can
      • Add comments only

      Note: Additional Reviewer is involved only if the HR/Site Admin wants an extra review for a particular employee.

      1. HR/Site Admin can
      • Create cycle
      • Add users to the cycle
      • Create template
      • Assign template
      • Share template
      • Track the review completion
      • Overall comments
      • Sign-off
      • Lock the review