We built 7Geese Reviews after seeing increased employee demand to have a more formal process to understand and reflect on their historic performance, what growth opportunities are available to them and how these map to their future career path. 7Geese Reviews overcomes many of the shortcomings associated with traditional performance reviews and are an integral part of Continuous Performance Management.

Employees and managers using 7Geese Reviews implement better performance management best practices throughout the year. 7Geese Reviews creates a context-rich report, with the employee’s objectives, feedback, 1-on-1s and recognition automatically included, so employees are incentivized to spend less time filling in forms and more time using the rest of our powerful performance management features, in order to continuously learn and grow.

Admins enabling Reviews for your network

You can enable Reviews by going to 'Org Settings' -> 'Reviews.' Here you can choose to show Reviews in the navigation bar to your network. You can also set up and test Reviews before making it visible to all users in your network. Participants will get email notifications when you launch a review.

How to launch a new Review

1. Start by going to the 'Launch new review' tab.

In the first area, you create a title for your Review and determine the Review Period (the time period you are reflecting upon as a company). This will pull in employee Objectives, 1-on-1s, Feedback, and Recognition data automatically into each employee's review, related to the Review Period you selected (though as an Admin you can choose not to show this data in Reviews when building Question Templates - see section below.)

2. Select your Participants. 

You can include everyone, single departments, individual team members, or exclude people and departments.

You can also include/exclude employees by their hire dates. Hire dates must be added to 7Geese in order for this to work. They can be bulk added to your 7Geese network by Support - reach out to your support representative in order to do this. Hire dates can also be set per individual user via their profile page.

You can export the participant list, in order to check all participants are accurate. You will be emailed with a CSV file.

3. Select a Question Template from the drop-down

4. Select your review Stages

You have the flexibility to say what the workflow stages are in your Review. You can select and deselect which stages to include.

You can edit the existing review stages workflow (Employee Submission, Manager Submission, Skip-Level Approval, Admin Approval, 1-on-1 discussion), the name of the workflow steps, the questions in the workflow, and the 1-on-1 template by clicking in the respective areas.

For the Skip-level Approval stage: should you chose to include it in your Review setup but if an employee does not have a skip-level manager assigned once the review is launched, the only person who can move their review forward is an Admin.

For the Admin Approval stage: should you chose to include it in your Review setup but if an employee has no specific Admin assigned to them when the review is launched, any network admin with content access will be able to check the Review and move it forward to the next stage.

In order for admins to receive a notification that they have a review to approve, you must select an admin to be assigned to this stage when launching a new review. If no specific admin is assigned, all admins will receive home cards and notifications for all reviews that need admin approval.

You are also able as an Admin in this stage, to send the review back with comments by clicking into the review itself and scrolling all the way to the bottom. You will see the ability to send the review back to either manager or employee input stage and add comments as to what changes you want that person to make.

For the 1-on-1 discussion stage: there is no 1-on-1 stage in your Review, the review will automatically be shared with the employee after the last applicable stage (e.g. admin approval or skip-level approval e.t.c.)

If you need to step away from your template creation, you can Save and continue later:

This will create a draft template that you can come back to at any time in this section here:

Note: only the creator of a review draft can edit and continue with that same draft. We currently do not support multiple admins editing the same draft.

5. Response Visibility

By default, the employee, direct manager and admins with content visibility can see responses. You can turn on/off whether an employee's management tree has visibility to review responses as well.

6. Manage Advanced Review settings

Managers can begin input before the employee has submitted their review

By default, 7Geese allows managers to begin their input into their direct report's review before the employee has submitted their input. This gives managers the time they need to input into employee come back to them to finish them off, once the employee has finalized and submitted their own review. Employees cannot see any manager responses at this stage.

By turning this setting to 'no', managers will not be able to begin their input into their direct report's review until the employee has finalized and submitted their review.

Managers can finalize and submit their input before the employee submission

7Geese recommends allowing managers to submit their input only once the employee has submitted their input. This ensures that managers are aware of all review answers and edit to answers made by their direct reports, before they submit their own review.

By turning this setting to 'yes', managers will be able to submit their review input before their direct report has inputted, meaning managers may not have the full context of their direct report's answers.

1-on-1 stage - sharing finalized review with the employee

7Geese recommends allowing the manager to decide when to share the employee's completed review with them. This is best practice as for any sensitive performance reviews, managers may choose not to share the review before the 1-on-1 meeting and want to discuss it in-person first. When scheduling the 1-on-1 reviews meeting, 7Geese provides managers with an option to either share the review before or after the 1-on-1 meeting.

As an admin, you can change this setting globally so that all employee reviews are always shared with them before the 1-on-1 meeting with their manager, or always shared with them after the 1-on-1 meeting.

7. Launch Review

Verify your Review title, Review Period Dates, Participants, and template options are as you would like them. If you see a message about participants being unable to complete their review due to not having managers or skip level managers, Review and assign the managers here:

When you are ready, click Launch review process!

How to Manage review groups

To manage your Review Groups or Cycles, those either in action or completed, you can manage them in the Manage review groups tab:

Actions you can do in this tab include:

  • Deleting Review Groups
  • Managing review participants
  • Selecting the correct Review Group to view Progress and Results

Managing review participants enables Admins to assign missing Managers, Skip Managers or Admins to team members Reviews:

By clicking on the Review title, you are taken to the Progress and results tab for further management of that specific Review group.

How to see Progress and Results

If you landed here by clicking on the Review title from Manage review groups, you will see the Progress and results for that Review group. If you landed in Progress and results by clicking on the Progress and results tab, ensure you are looking at the right Review group by selecting from the drop-down menu:

As an Admin, in the Progress tab you are first filtered by the whole organization, but can select departments or specific team members by starting to type in the Filter by box:

Once you have selected the group of reviews to look at for progress and results, you see a percentage completion bar for how many team members have completed each step in the review workflow.

Below that, you see the progress table, where you can see details such as the Manager, who the review is currently assigned to, and which step in the workflow each review is currently in.

If still filtered by the whole organization, click on # people beside the department name to view the team members in that department.

To view a team member’s review, click on their name.

As an Admin, you have the following options for each team member’s review and to action these, check the box beside the team member’s name, then click the Select an action drop down menu:

  • you can send them a reminder (with a customized message)
  • move their review forward or backward a step
  • assign a stand-in manager (allows a different manager to complete the review compared to the reporting structure based on the Org Chart eg. Team member moves to Team B but Team A Manager needs to conduct the review, even though Team B Manager is now the new permanent Manager)
  • remove them from this Review group

When searching for an individual, if they aren’t already a part of that review, you can easily add them to your review.

* If you are unable to see certain Reviews for individuals or departments, you may not have the correct content permissions to do so. You can go to https://app.7geese.com/admin/permissions/ to reference what your permissions are and here is additional information about admin permissions available: Admin Permissions

There are additional actions you can perform in the Progress and results tab for the whole group by selecting Actions drop-down menu in the top right-hand corner. These actions include:

  • Remind assignees
  • Add participants
  • Export Data
  • Delete review

In the Results and data tab, you see the responses to the rating and yes/no questions asked in the review by both the Team Member and the Manager. You can search for the questions in the drop-down menu or click on the question to the left or right.

{We are working on adding the remain question input types to this table so stay tuned!}

Finalizing a Review post 1-on-1 stage

If your review includes the 1-on-1 stage as the final stage of the review process, how does the review get fully finalized?

By default, if the manager finalizes the 1-on-1 stage, then the review will be automatically finalized.

If the employee finalizes the 1-on-1, the default permission is that they aren’t allowed to finalize the entire review fully, so the review will stay in the 1-on-1 state until an admin or manager finalizes it (from the review page or via the 'Progress and Results' page by moving the review forward). However, employees can only finalize the 1-on-1 if the 1-on-1 template being used allows the employee to finalize. You could choose to ensure to you use a 1-on-1 template where only the manager can finalize it and not the employee.

Did this answer your question?