Completing a review as a manager
As a manager, depending on the performance review cycles of your company, you will be asked to review the performance of your direct reports a certain number of times throughout the year. The PaySuite platform provides an easy-to-use interface to perform these operations.
This article presents an example completion of a manager performance review that has been configured with all the available rating settings for the four standard review sections: Goals, Behaviors, Overall performance, and Upload documents.
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Reviews are broken down into several stages involving the worker, the manager, or additional reviewers who can participate in the review decisions. For more information, refer to Understanding the review stages.
To complete a review for one of your direct report, proceed as follows:
Go to Passport > Reviews and, from the drop-down list in the Review category, select Assigned reviews. In the Reviews table, locate the review that you want to complete.
Click the Edit button located at the very right of the review record, or click the review's name directly. The review is opened at the manager review stage.
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On the right side of the screen, you can view the review details such as the review stages, the participants, the period to be evaluated, or other useful information.
Fill out the different review sections, as detailed in the following table:
| Parameter | Description |
|---|---|
| Goals |
The Goals section lists the goals on which the worker has been evaluated during a given period of time. For each goal, add a Comment on its achievement; the formatting toolbar lets you emphasize or format your text. This is an note/information message. If a goal's plan has the Hide goal results until published setting enabled, its progress is shown here as two tags instead of one: Published, with the goal's last published progress percentage, and Drafted, with the current draft percentage (see Creating a goal plan). You, a reassigned manager, or an additional reviewer can all see both tags; the worker never sees the Drafted tag, at any stage of the review. To edit or publish the draft value itself, open the goal from its own page. Only the goal's assigned manager can edit it from there; reassigned managers and additional reviewers see it in read-only mode. |
| Overall goal review | Add an overall review regarding the worker's goal achievement. The formatting toolbar is available. |
| Overall goal comment | Add an overall comment regarding the worker's goal achievement. The formatting toolbar is available. |
| Behaviors | The Behaviors section lists the behaviors which have been assigned to the worker during the completion of their goals. Click Show behavior details, under a behavior's name, to see more about it, and add a Comment for it. |
| Overall behaviors comment | Add an overall comment regarding the assigned behaviors. The formatting toolbar is available. |
| Overall behaviors rating | Add an overall rating regarding the assigned behaviors. The formatting toolbar is available. |
| Upload documents |
In the Upload documents section, you can drag and drop or upload a file from your computer and attach it to the review. Use the Download button to download an already-attached document, or Delete to remove it from the review. This is an attention message. The supported file formats are the following: PEG, JPG, PNG, PDF, Word, Excel, TXT, CSV, and PowerPoint. It is possible to upload up to 30 files, with a maximum size limit of 10 MB per file. |
| Overall performance | In the Overall performance section, detail and rate the worker's overall performance. |
| Overall performance comment | Add an overall comment regarding the worker's overall performance. The formatting toolbar is available. |
| Overall performance rating | Rate the worker's overall performance according to the configured rating scale options. |
| Custom sections | |
| Share your thoughts | If a custom section has been attached to the review, here you can see the worker's comment and rating regarding the custom description and question. |
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Use the Collapse and Expand buttons located in the upper-right corner of each available tile as needed to help keep a clear overview while you work.
Click the Submit button in the upper-right corner of the screen. The review is completed and moved to the next stage.