Any Officevibe role can be a participant in the Performance Reviews feature if your organization has purchased the Performance add-on.
This new feature is available to the participants on the Reviews page under the Performance tab of Workleap Officevibe.
There are two types of Performance Reviews - Manager Reviews and Self Reviews, and each participant has special roles, rights, and visibility to perform their regular performance management duties.
- Manager Reviews: The review filled in by the Direct Manager, to assess their employee's performance.
- Self Reviews: The review filled in by any participant with a Direct Manager, to assess their own performance.
Types of Participants
The Reviews can be assigned to the following types of participants:
- Cycle Owner (Self)
- Executive Manager (Self)
- Direct Manager
- Team Members
Executive managers and Cycle Owners can create, customize, and collect answers via review templates on the work performance of Self and other Team Members.
Once a [review event] is added to a Cycle by a Cycle Owner or Executive Manager, the assigned participants will be able to fill out the [review form]. Direct Managers will review their Team Members and members will be able to fill in their self reviews.
The Reviews page
All participants have access to the Reviews page, but the Team Members can only view and fill out the review form assigned to them by Cycle Owners and/or Executive Managers.
The following information is visible on the Reviews page:
- List of Active reviews
- List of Past reviews
- Start Date and Due Date of reviews
- Reviewee's full name
- Status of a review - Not Started, Upcoming, In progress, Not Submitted, Overdue, or Submitted
When the reviews are assigned to self and other Team Members with a "Start Date" and a "Due Date", a notification is automatically sent to the reviewee’s preference of contact on the event start date.
A single review event with both review types may have different start and due dates. One review type might start before the other and if that happens, the review is marked as “Upcoming”.
The reviewee can click on the review and start filling out the review form before the due date.
Once the due date has passed, the reviewee can still submit their review as long as the review event has not been closed.
You can click Submit to finish editing, or Save as draft to pick up your engagement later!
Managers cannot see the results until the review is submitted. If they click on "View Review" when a review is Not Started or In Progress, they cannot see the results.
Click Edit to update your review as long as the due date has not passed yet. Once a review has been submitted by the assigned participant, you will see the status as "Submitted" next to the review to track the progress of your performance management flow!