Create your Performance Reviews

A Performance Review is a customizable questionnaire form in Workleap Officevibe which allows the Cycle Owners and Executive Managers to collect reviews on the work performances of various teams within an organization.

There are two types of review forms - Manager Reviews and Self Reviews.

  • Manager review: The review filled in by the Direct Manager, to assess their employee's performance.
  • Self review: The review filled in by any participant with a Direct Manager, to assess their own performance. 

Both Manager Reviews and Self-Reviews are created only by Cycle Owners and/or Executive Managers for the purpose of Performance Management. Once a Review event is added to a Cycle by a Cycle Owner or Executive Manager, the assigned participants (team members and/or Direct Managers) can fill out the Review. A Manager cannot create a review but participates in Manager reviews, where they can review their direct reports.

See Performance roles, rights and visibility to understand how the different roles interact with this feature, their rights, and who has visibility on what.

Getting started with a Review template

  1. Click the downward arrow next to Performance on the lefthand menu, then click Cycles under it.
  2. Click the Review Templates button at the top-right of the page.
  3. Click New review, or Edit an existing template. The Review Template Editor appears.
    • You cannot edit default Officevibe templates.
  4. When you're done filling out the template, click Save template at the bottom of the page.
    • Once the template is saved, it will appear on the Review Templates page.

This is what the template editor looks like:

Creating the Review template

The Review Template Editor allows you to specify who can complete it and what information you want to gather.

Main settings

  • In the first text field, give your performance review a name.
  • You can add a description if you like. It will appear on the list of review templates for your reference and won't be visible to participants.
  • Under Review type, you can indicate who can complete the review:
    • Direct Manager: This means the performance review is for managers to indicate how a team member is performing.
    • Self-review: This means the performance review can be completed by a member to indicate how they think they are performing.
    • Selecting both checkboxes will allow the performance review to be used for both purposes stated above.

Adding sections

A section is a series of questions that will appear on the same page. Click Add section at the bottom of the editor to add a new section to the review.

Give the section a title and, optionally, a description. When participants complete the review, the description will appear at the top of the page.

Adding questions to a section

At the bottom of a section, there are three buttons you can use to add questions with different response methods:

  • Text
  • Rating scale
  • Multiple choice

When you add a question, you will see the following options in the top-right corner:

  • Required: Select this checkbox to mark the question as mandatory for participants.
  • All participants: Use this drop-down menu to specify who will see this question. The available options will depend on whether this review is for direct managers, self-review, or both.
  • Menu: Use the options in the menu to delete or duplicate the question.

Enter the question into the main text field, then you can optionally add details on how to effectively answer the question.

Text-based questions

Click + Text at the bottom of a section to add a question that requires a typed-out answer.

Enter the question into the field. The participant will be presented a textbox to answer the question.

Rating scale questions

Click + Rating scale at the bottom of a section to add a question that participants will use a rating scale to answer.

To ask a follow-up question after the participant gives a rating, click Custom settings at the bottom of the question block and enable the option. A textbox will appear for you to enter the follow-up question.

Editing the rating scale

The rating scale options are displayed beneath the question textbox. Click Edit to change the scale. A popup appears.

For each point on the scale, enter the label and optional description.

  • To delete a scale point, click the trashcan icon in the top-right corner.
  • To add a scale point, scroll to the bottom and click Add scale point.
  • The rating scale can have 2 to 7 points.

Click Update when you're finished.

Multiple choice questions

Click + Multiple choice at the bottom of a section to add a question that participants will answer by selecting from a list of options.

Enter the possible answers participants can select in the textboxes under "Choices". Click + Add choice to add more options. When you have three or more choices, you can delete one by clicking the trashcan icon next to it.

Click Custom settings at the bottom of the question block to set the following options:

  • Allow participants to select multiple answers: With this option enabled, participants can select more than one option to answer the question.
  • Ask participants a follow-up question: Enable this if you want to ask a follow-up question after the participant gives a rating. If you choose to do so, a textbox will appear for you to enter the follow-up question.

Submitting a Performance Review

Review templates can be assigned as part of an event. When a manager or team member has a review to complete, they will see it on the Reviews page. Here's what they do:

  1. Click the downward arrow next to Performance on the lefthand menu, then click Reviews under it.
  2. For managers only: At the top of the page, select either the Teams or Personal tab to see the corresponding reviews assigned to you.
  3. Click the review you want to complete. You'll be presented with the review form.
  4. Fill out the form and click Submit at the bottom of the page when you're done.
    • To finish later, click Save as draft at the bottom of the page. Your progress will be saved.

Note: Self-reviews can be edited after they are submitted until the due date, and Manager reviews can be edited after they are submitted until the event is closed.

 

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