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On this page
  • Review type
  • Sign-Offs
  • Reviewees
  • Peer Selection
  1. Reviews
  2. Creating a new Review

Review Participants: Reviewees and reviewers

Specify the employees who will participate in the review cycle.

PreviousCreating a new ReviewNextTimeline of a Performance Review

Last updated 1 year ago

The second step of creating a review journey involves selecting the employees who will participate in the review. It may depend not just on the employee details (FTE vs. PTE) but also on the specific configurations that we plan to put for this review. For instance, if the review is designed for the Marketing organisation of the company, we should select the marketing department for the review. To do so you can select the Only specific employees or demographic option and then click on Add employees to select various teams and/or departments.

Review type

Review type section requires you to define who all should provide feedback to the candidate:

  1. Manager: Select Manager Review option if you want the manager to provide feedback to the employee.

  2. Self: Select Self Review if you want the employee to be able to write a self-appraisal.

  3. Peers: Select Peer Review if you want peers/others in the organisation to write feedback for the employee.

Sign-Offs

The admin can choose who should have the final say in the rating assignment to an employee.

Self sign-off:

Self sign-off signifies that the employee would be expected to agree to the system rating. The ratings are under negotiation between the employee and the management until they self sign-off. Once done, it is considered the final rating. If the self sign-off box is not checked-in, the employee may not mark their approval on the final rating. Secondary sign-offs for rating:

Is a secondary sign-off necessary even after the manager provides ratings for an employee? This may or may not be necessary depending on your organisational policies. If it is necessary:

  • Is the skip-level manager of the employee expected to provide the sign-off?

  • Should a different, specifically nominated secondary approver sign-off the rating?

Reviewees

The admin can choose to administer this review to the entire organisation, or they can select a subset of employees for which the review is configured.

Peer Selection

The admin can configure the selection of peers for an individual's review. You can allow either of the following:

  • Participants can select their peers without manager approval: Employees to select peers from whom they want feedback without requiring the managers to approve this list.

  • Only Manager selects the peers for their direct reportees: A manager can fully control the list of peers that give feedback for an employee.

  • Participants and Manager can select peer, and Manager will approve the final list of peers: Employees can choose the list of peers from whom they want feedback. Manager of that employee can accept, reject or add more peers to this list. Only after manager approves, the peer list for an employee is considered final.

Select the participants for the review cycle.