Delegate Manager Performance Reviews

While creating a performance cycle, under "Process Configuration", the HR/Site Admin can permit the managers to delegate their review. The delegate reviewers are invited when the immediate manager has moved to another team/department or is busy with other project work or on a sabbatical or left the organization.

There are three ways the manager can invite the delegate reviewer.

Following are the steps to invite the delegate reviewer manually for the particular employee:

Navigate to Performance > Manage > Process

Step 1: Under the Process tab, click View Form for the particular employee.

Step 2: Click the pencil icon.

Step 3: Enter the reviewer’s name.

Step 4: Click Save.

OR

Navigate to Performance > Manage > Process

Step 1: Under the Process tab, for the particular employee click Overflow Menu next to

             View Form.

Step 2: Select Delegate Review.

Step 3: Enter the reviewer’s name.

Step 4: Click Save.

OR

Following are the steps to invite the delegate reviewer for the bulk employees:

Navigate to Performance > Manage > Process

Step 1: Under the Process tab, click Actions.

Step 2: Select Delegate Reviews.

Step 3: Click Select.

Step 4: Select the employee(s).

Step 5: Click Delegate.

Step 6: Enter the reviewer’s name.

Step 7: Click Save.