Performance Review - Reviewer Selection

When a Reviewer Selection step is assigned to a user, the user must select the reviewers for a functioning review. The Reviewer Selection step does not appear on any of the printable versions of the review.

You lot can admission review tasks equally follows:

  • Welcome Page > My Tasks section
  • Performance Review Summary folio
  • Universal Profile > Deportment page.

To open up a performance review task, click the performance review task title.

ClosedPermissions

Select Peers and Reviewers Grants ability to select peers and reviewers in off-cycle functioning reviews. This permission can be constrained by User'due south Corporation, OU, and User'south OU. This is an end user permission. Performance

Notation: The reviewer selector must accept permission to select peers and reviewers. The constraints on this permission determine who the reviewer selector tin select for the performance review step. Also, peer grouping availability is gear up by the ambassador in Employee Relationships. If the user does not take the permission to select peers and reviewers, an error pop-up appears, alerting them that they are not able to select reviewers.

  • There is no limitation or constraint on selecting external peers.
  • Any changes to the reviewer selector's permissions or constraints after the reviewers are selected have no effect on the pick. Once a reviewer is selected, the selection is considered terminal.
  • If a reviewer declines a review, the reviewer selector must select a new reviewer to fill the office. The users available to the reviewer selector are based on the constraints of the reviewer selector'due south permission at the time of the re-pick. If the reviewer selector's constraints take inverse, the new constraints are applied.

ClosedEmails

Performance Review Footstep Assigned

Performance review of a specific user assigned. This email is triggered when the task stride is available for that user to review, which may be triggered by the employee hire date, the previous reviewer submitting the review, or the job assignment date. Annotation: When customizing this email for a cocky-review step, this email cannot be sent to "Reviewer" because the system considers this user the reviewee.

Reviewee volition not receive whatever stride email other than the cocky footstep and Similarly, a reviewer cannot receive any email for a Reviewee step.

This email trigger can be sent to external users. If the REVIEW.LINK tag is used in the trigger and is sent to an external reviewer, then the link takes external reviewers to an external review folio that requires no login or validation. See External Reviewers.

 Performance Management

Afterwards completing the Reviewer Selection step, the selections cannot be edited unless multiple submissions are immune for the review job. Returning to the Reviewer Pick step displays the selected users, simply the choice cannot be modified.

Notation: If the reviewer option is non submitted by the due date, all available users are automatically selected.

If the review selector is not also a reviewer, then the Review Selection step is the only step in the task. For example, a user is chosen every bit a review selector, only does not participate in any review steps for the job.

ClosedOperation Review Details

At the top of the performance review, the following functioning review details are displayed:

  • Operation Review Title - Title of the review. It is configured by the administrator when the review is created.
  • Reviewee Photograph, Name, and Title - Reviewee'south photograph, name, and position. Click the user's name or photograph to open up their Universal Profile in a divide window. Run into Universal Profile - Bio Overview.
  • Review Menstruation - Fourth dimension menstruum of this review.
  • Pace Progress - Percentage complete. Equally review footstep sections are completed, the footstep progress is updated to reflect the correct pct. Sections that crave you to enter data consummate in one case all required fields in the section are completed. When a reviewer views a section that does not require whatsoever information, the section is considered complete when the reviewer views the section. Annotation: The Overview folio is not included in the completion per centum.

Options

Based on the configuration of the performance review and the reviewer's permissions, options may exist available from the Options drop-down bill of fare. See Operation Review - Options Drop-down .

Performance Review Sections

On the left side of the operation review, the navigation menu displays all sections along with their completion status. Reviewers can click a section tab to admission the section. Come across Operation Review - Review Sections.

Select Manager

This section is only available if enabled by the ambassador when configuring the review task. In the Select Manager section, the user must select the reviewing manager. By default, this section displays the user's manager that is set on the User Record. If no manager is prepare for the user, and then no manager is selected by default.

Simply one manager can be selected, and this selection is required. In guild to change the reviewing managing director, click the Alter link. This opens the Select User pop-upwardly. Come across Select User Pop-up.

Users can click the selected managing director's name to open up their Universal Contour in a new browser window.

Select Indirect Manager

Note: This department may non be available.

This department is only available if enabled by the ambassador when configuring the review task. In the Select Indirect Manager department, the user must select the reviewing indirect manager. By default, this department displays the user'southward indirect managing director that is set on the User Record. If no indirect manager is gear up for the user, then no indirect manager is selected by default.

Just one indirect director can be selected, and this option is required. In order to change the reviewing indirect manager, click the Change link. This opens the Select User pop-up. See Select User Popular-upwards.

Users tin can click the selected indirect manager's name to open up their Universal Profile in a new browser window.

Select Peer Grouping

This section is only available if enabled past the administrator when configuring the review task. In the Select Peer Group section, the user must select the appropriate number of peers who will consummate the review. Note: The reviewer selector must have permission to select peers and reviewers. The constraints on this permission determine who the reviewer selector can select for the functioning review step. The user's manager and indirect manager cannot be selected as a peer.

If peers are selected for a user and another review is created for the same user, then the previously selected peers are automatically selected past default for the following review. All the same, these selections can be modified.

Users can click the selected peer's proper noun to open their Universal Contour in a new browser window.

There may be a minimum number of users that must be selected. In this case, you must select at least the minimum number of reviewers in order to complete the step.

Peer Pick Considerations

  • The reviewer selector must have the Select Peers and Reviewers permission to select peer reviewers.
  • The constraints on the Select Peers and Reviewers permission make up one's mind who the reviewer selector tin can select for the performance review step.
  • The reviewee'southward director and indirect managing director cannot be selected as a peer. However, all other users within the selector's permission constraints can be selected, including 2nd-level indirect managers (the manager of an indirect director) and above.

Add Peer Reviewer

To add together a peer reviewer, enter the peer'south proper noun in the Add a peer field. Predictive search displays users who match the entered name. Click the appropriate peer. Just peers that are approved or pending approving can be selected. Peers will not receive the review stride until they are approved.

Alternatively, click the Select User button to search for and select peers. This opens the Select a user popular-up, in which you can search for users past proper noun, position, partitioning, location, or manager'due south name. Come across Select User Pop-up.

When a user is added to the reviewer list and the list is submitted, the added user goes through the standard peer approval workflow.

  • When a managing director submits the peer list, the new user is immediately added to the peer group and will receive the review step.
  • If the reviewee submits the peer list and approval is required for the peer group, the managing director or an administrator must approve the new peers. These new peers pending approval do non receive the review task until they are approved.
    • If they are approved before the pace expires, they immediately receive the Review Stride Assigned electronic mail (if the email trigger is active) and the job. If they are approved afterward the step expires, they do not receive the email or the task.
  • If the reviewee is submitting the list and approving is not required for the peer group, the new users are instantly added to the peer group and receive the review footstep.

If the minimum number required for the review stride is less than the number of available users, each available user must be selected.

Add together External User as Peer Reviewer

Users can choose to add external users to serve equally reviewers. To add an external user as a peer reviewer, click the Add External User push. This opens the Search External Users pop-upward. See Search External Users Popular-up.

Once an external reviewer is added, an email is sent to the external reviewer if the email is enabled. Added external reviewers may be subject to the peer blessing process. If this is the case, the task is non assigned until the peer is approved.

The experience for an external reviewer differs from an internal reviewer. See External Reviewers.

Remove Peer Reviewer

To remove a selected peer reviewer, click the Remove icon in the upper-right corner of the reviewer'south photograph.

Select Direct Subordinates

This section is only bachelor if enabled past the administrator when configuring the review task. In the Select Directly Subordinates section, the user must select the reviewing straight reports. By default, this section displays all of the reviewee's direct subordinates.

To remove a selected direct subordinate, click the Remove icon in the upper-right corner of the reviewer's photo.

To re-add a direct subordinate that has been removed, enter the subordinate's proper name in the Add together user field. Predictive search displays users who match the entered name. Click the appropriate user.

Alternatively, click the Select User button to search for and select subordinates. This opens the Select a user popular-up, in which you can search for users past proper noun, position, sectionalization, location, or manager's proper name. Encounter Select User Popular-upwardly.

Users can click the selected user'south proper name to open their Universal Contour in a new browser window.

In that location may exist a minimum number of users that must be selected. In this case, you must select at least the minimum number of reviewers in guild to complete the step.

Skip Reviewer Step

For certain reviewer choice steps within an off-cycle task, a Skip this reviewer stride option appears. This option is only bachelor if the corresponding review step is optional and if the role beingness selected is a reviewer selector.

If this pick is selected, the corresponding review department is skipped and marked complete. All relative dates of hereafter steps are adjusted frontward.

Skipped steps cannot be reopened.

Navigation Buttons

The following buttons are available at the bottom of the page:

  • Back - Opens the previous step of the performance review. This button is not bachelor on the first page of the performance review.
  • Salve and Go out - Saves the reviewer's progress and exits the performance review.
  • Relieve and Go along - Saves the reviewer's progress, validates all selections and comments, and proceeds to the side by side step of the operation review. This button is non available on the final page of the performance review.
  • Submit - Submits the functioning review. This button is only bachelor when all sections of the performance review are consummate. Once the task is submitted, yous cannot modify the review task unless multiple submissions are allowed for the review chore.

Based on the configuration of the performance review task, the reviewer's selected ratings may be visible to the organization administrator as shortly equally the review task is saved. This includes when the performance review is automatically saved past the arrangement. This enables the administrators to begin utilizing the information for scale purposes while the review step is in progress.

When a reviewer is editing a reopened step or a submitted review step that allows multiple submissions, the performance review Salvage button labels are updated to more conspicuously betoken that the Save options do not finalize whatever of the ratings.

  • The Save and Exit button is renamed to Save as Draft and Exit.
  • The Relieve and Continue button is renamed to Save as Draft and Go along.

When in read-only mode, the available buttons are Back, Exit, and Next.

When the reviewer selections are saved, all fields are validated and finalized. The selected users will receive the Review Footstep Assigned email (if the email trigger is agile) and the review step in their task list.

Declined Reviewers

If a reviewer has declined to consummate a review, and so the reviewer selector is sent the Performance Review Reviewer Declined e-mail, if enabled, and they receive a Your Tasks notification stating that they must select another reviewer.

When they revisit the Reviewer Option step, the Declinee's name is displayed to a higher place the corresponding role and their reason for declining the task is displayed.

Click the Change link to select a new reviewer. The reviewer that declined the task cannot be selected again.

Workflow Data

If a Reviewer Selection pace is non completed past the due date for whatever reason, the user who is in the system-defined relationship is assigned the task. For instance, if a director is supposed to select the user that fills the role of Indirect Director for the next stride in the review and the manager does not make the selection, then the user who is currently in the system-divers Indirect Managing director office for the reviewee is assigned the job.

  • If there is no user who holds that human relationship for the user, then the task is not assigned to anyone.
  • If a user is added to that relationship during the task availability, and so the task is assigned to that user.

If a dynamically chosen reviewer is fabricated inactive, then the reviewer selector is alerted via the Performance Review Reviewer Declined email, if enabled. The reviewer selector must then select a new reviewer.

If a statically called reviewer is made inactive, the pace remains open until the step expires.

If a statically chosen reviewer is replaced by another user (director, indirect manager, or custom relationship), the chore is closed to the original reviewer and is assigned to the new reviewer with the original reviewer's information transferred to the new reviewer.

If a reviewee is made inactive, then the review tasks are removed from all active reviewers.

The condition of a functioning review cannot exist affected by a lack of peer responses if the lack of peer responses is acquired by peers being fabricated inactive. For example, if the minimum number of peer reviews is three and ane selected peer is made inactive, the peer review step is considered consummate once the two remaining active peers complete the chore.