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:
- 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)
- 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)
- 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.
- 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
- 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.
- 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