Performance reviews support meaningful reflection and development for employees and managers. They help document achievements, evaluate performance, and identify development opportunities.
- Employees complete self-reviews to highlight accomplishments, reflect on challenges, and outline areas for development.
- Managers assess their team members' performance, provide constructive feedback, and collaborate on future goals.
- Admins may add overall comments as part of the organization’s review process to ensure consistency and alignment across reviews.
📒Note: Admin-level comments are not used everywhere, but many structured organizations include them. Refer to the FAQ for more information.
Access the review form
Once the performance review cycle begins and self-reviews are enabled, you receive notifications on your dashboard, in-app, and by email.
Access the review form in any of the following ways:
- From the "Dashboard", click Start under pending actions.
- Click the Bell
icon at the top right and select the performance review notification. - Open the review email notification and click View.
- Navigate to Apps > Performance > My Reviews, then click Submit for a cycle under “Ongoing Reviews”.
If you are a manager, skip-level reviewer, additional reviewer, or delegated reviewer, you can view a pending actions panel at the top. This gives you a quick view of all reviews that require your immediate attention.
Click the count opens a detailed breakdown with direct access to each review form.
If you are reviewing multiple employees in the same cycle, open the drop-down at the top right of the review form to switch between employees and complete their reviews.
If you are an admin, you can access review forms from the "MANAGE REVIEWS" page.
Navigate to Apps > Performance > Cycles.
- Go to the tab that lists your cycle and click Manage.
- Click the File
icon on the right side to open an employee's review form.
Review form overview
The review form displays:
- Cycle name, review period, and due date
- Your profile, manager, and reviewer details
The left pane lists the review form sections. Each section may include questions, sub-questions, rating scales (if enabled), and comment fields.
Review sequence
- Parallel review: The employee and their manager can complete their reviews at the same time.
- Sequential review: The manager begins their review only after the employee submits their self-review.
📒Note: Your HR team configures this process based on your organization’s requirements.
Review form sections
Depending on the cycle configuration, the review form may include:
- Goals: Add goals, then provide ratings and comments.
- IDPs: Add IDPs, then provide ratings and comments.
- Employee Leadership Potential: Managers evaluate their team member’s potential to take on leadership responsibilities and grow into future leadership positions.
- Review Notes: Add notes or upload attachments.
- Development Plans: Suggest development actions for growth.
- Training Recommendations: Select relevant courses from the library to build skills.
- One on one meetings: The “One on one Meetings” section is a placeholder in the review form. Managers can record the meeting date and a description, and this information appears in the review form. Managers cannot schedule meetings or send invites from here. They must schedule one-on-one meetings with their team members using Engagedly’s Meetings module.
💡Tip: Add goals and IDPs before employees submit self-reviews.
📒Note: If goals or IDPs are added after employees submit self-reviews, the system rolls back the review to allow editing. This enables employees to make updates and resubmit their self-review. Admins and managers can then view the updated responses.
Submit your review
After completing your responses:
- Click SAVE to view your average rating.
- Edit your responses until submission ends.
- When ready, click SUBMIT.
📒Note: After submission, you cannot edit your ratings or comments. However, you can still update review notes, development plans, and training recommendations if required.
After submission
After employees submit self-reviews, their managers receive a notification to complete their part of the review.
Based on the settings defined by your HR team, you may view your manager’s review feedback immediately after they submit their review. In some organizations, visibility follows an internal approval process, and the form is shared with you only after the manager or admin completes the following steps.
If employees disagree with ratings or comments, they can request a resolution.
If employees agree, they can sign off (if enabled) to formally conclude the review.
If a skip-level reviewer (manager’s manager) is included, they receive a notification after the manager submits their review. The sign-off process begins only after the skip-level reviewer approves.
📒Note: Depending on your organization’s policy, the HR team may allow managers to decide when to share the review form or make it visible to their team members as part of their internal review process.
Cannot access the review form
If your organization follows a strict review timeline, admins may enable a setting that blocks access to the review form after the due date. You must submit your review before the due date.
For example, if your self-review is due on June 10, you cannot open or edit it on June 11.
When the restriction setting is enabled:
- Employees cannot open or edit their self-review after their due date.
- Managers cannot view or update their team’s review forms after the manager-review due date.
- Managers cannot delegate or roll back reviews after their due date (if these options are enabled during the cycle configuration).
If you miss the deadline, contact your HR team. They can extend the due date. You can then access, complete, and submit your review form.