How to complete the Performance Review for my direct reports?

Regardless of your role/ job or permissions in Schoox, the path that you'll have to follow to access your Performance Reviews is the same!

Hover over the Performance tab from your top navigation bar and click on the Reviews option. Under the My Team Reviews tab, find the incomplete review in question and click on the blue Review Now button.

 

8.1.pngOn the next page, you will see all users whose profiles are ready to be reviewed by you. Just click on the Review Now button of each user to dive into their profile!8.2.png Under the Reviews tab, you can start adding your review, the Holistic Dashboard is practically a quick view of the user's dashboard and by clicking either the user's profile image or the option "View profile", you will be redirected to the profile page of the selected user where you can view all his/her certificates/badges. Moreover, for cases that reviews are not configured to include goals, reviewers, co-planners, and reviewees will be able to view the goals for the reviewee without having to leave the review in progress. The Goals view will only be available to reviewers and co-planners that have permission to the reviewees' goals.

 

Please also note that if there are any self-review ratings, you will find them under the Employee Score column (this column will appear next to the "Manager Score" column, only if there are self-review ratings). 

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Before starting the review process, you may also have the option to refresh the review data, if your Academy Admin is allowing you to.

In general, the feedback and ratings for a review period must be associated with the progress (goals, metrics) the reviewees had in that same period. A snapshot of the progress associated with the review period is created either at the very end of the Review Cycle or when the review is started, based on what your Admin has selected. 

By clicking Refresh now, the progress (goals, metrics) shown under the review, will be the ones the reviewees have up until the moment the data was refreshed. 

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Please note that this option is only available before you have started the review process and saved the review as a draft. 

To begin reviewing your employee, click on the arrow next to the Review Section to add a rating and a review. There are four different types of sections you may need to complete for your review: 

1. Metrics

You may need to review your employees for their Metric performance. In this case, you have to add a score per job metric that your Employee is assigned to, as well as a review. Clicking the arrow next to the metric will provide you with a description of the metric to help you add your review. 

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2. Performance Areas

You may need to review your employees under the Performance Areas that your Admin has defined. Here you just need to add a rating and your review.

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3. Goals

You may need to review your employees for a Goal that they are assigned to achieve. On the top left, you can see the rule's name, its creator, its type, and its target value. On the top right, you can see the current percentage of this goal. Here you just need to add your rating and your review. 

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4. General Comment

Under this section you can leave a general comment, justifying any ratings you have given on the other sections. 

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Don't forget to click Save when finished!

Repeat the same process for all review sections and your review will be saved as a draft. Once you have finalized your review, feel free to click on the Release button at the bottom of the page.

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Please note that once you'll release your review, you won't be allowed to make any changes. The review will appear now as completed/ pending approval (if an approval process is in place) and you'll have only the option to view it and not to edit anything.

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