Delegate the Performance Review

While creating a performance cycle, under "Process Configuration", admins can permit the managers to delegate their review. Without manager involvement also, admins can delegate the reviewer. 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 admins can invite the delegate reviewer.

Follow the steps below 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.