Entering comments for Performance Reviews, please follow the steps below

Load the Performance Review Form by navigating to Performance > Reviews > Employee Reviews. Click the relevant employee, locate the relevant Review and then click its name. Click on a Review and click the “Review Performance” button. If the status of the review, requires comments from the manager, then you will be able to enter comments and rate each objective depending on the current review stage. Below is an explanation of the fields which can be found on this screen.

  • Completion Date: This is the date on which the objective was completed by the employee
  • Employee Comments: This field should be used by the employee to enter comments related to the relevant objective
  • Manager Comments: This field should be used by the manager to enter comments related to the relevant objective
  • Employee Final Comments: This field should be used by the employee to enter final comments related to the current review
  • Manager Final Comments: This field should be used by the manager to enter final comments related to the current review
  • Objective Rating: This specifies the rating for the current objective, select the relevant rating from the
  • Save Button: Click this button to save a draft copy of the Note: The form must be saved before any other action can be taken on it.
  • Submit / Activate /Initiate / Complete Button: This button’s function varies depending on the current performance review stage. In each case, clicking this button will perform the action shown on the button
  • Return to Employee Button: This button return the form to the employee without advancing to the next stage in the review process. This button can only be clicked by the Manager and should be used for situations where the manager wants the employee to make changes to his / her

Performance Review Stages

Below is a description of the various stages in the Performance Review process

  • Created: This is the first stage of the review process and each review is assigned this status immediately after it is created
  • Initiated: This is the second stage of the review process and signifies that the manager is happy with the
  • Agreed: The is the next stage in the review process and signifies that the employee is happy with his / her objectives
  • Active: The next stage once a review is “Agreed” is the “Active” stage where the employee can begin to enter his / her comments for the review
  • Pending Employee Comments: This stage signifies that review comments can currently be entered by the employee
  • Pending Manager Comments: This stage signifies that review comments can currently be entered by the manager
  • Pending Employee Final Comments: This stage signifies that the employee can now enter his/ her final comments
  • Pending Manager Final Comments: This stage signifies that the manager can now enter his / her final comments and assign a rating to each objective
  • Complete: This is the final stage of the review process and no further change can be made

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