Below is an outline of a generic performance review workflow and the stages it incorporates, in 7Geese. Note: this may change depending on how a Review is set up at your company!
- Employee Submission: your opportunity to comment and input on your accomplishments over the period of time your review is for
- Manager Submission: your opportunity to add context about the employee's efforts and outcomes they have achieved
- Skip-level Approval: managers up the management tree have the opportunity to review and ensure equity across all Reviews
- Admin Approval: a final stage of approval to ensure the technical part of the Review process is working correctly
- 1-on-1 Stage: the employee's opportunity to debrief with their manager and make action plans.
Step 1: View my review
Go to 7Geese and log-in! Right on the homepage, you will receive a prompt that 1 Review has been assigned to you. Click 'View my review' to get started!
Step 2: Complete your Employee Submission
All your Objectives, Recognitions, Feedback Requests, and 1-on-1s will be pulled into the Review, if that is how the Admin has set up your Review at your company.
As an employee, you get to select which Feedback Requests and 1-on-1’s to include in your Review.
Answer the question you see throughout the Review - some will be open text, others multiple choice, rating or ranking.
Objectives that meet one of the following conditions below will be pulled in to the Review as per below:
- have a start date and due date that are contained within the review period
- have no due date and are still open
- have a start date somewhere in the review period and are closed
All your Recognitions, either given or received, will pull through, too! They will appear like this:
As you go through your submission, you will get to select which Feedback requests to include:
You will also get to select with 1-on-1s to pull through into your Review:
Step 3: Save and Submit
Save your review as you go & Submit it when you’re ready for your Review to move to the Manager submission step:
Employees - you are done ...until your 1-on-1 is booked!
Step 1: Review now
Right on the homepage, you will receive a prompt that 1 Review needs approval. Click Review now to get started!
Step 2: Complete the Manager Approval
You will see all the same questions as the Employee from the Employee Submission stage, plus the Employee’s answers. If the Admin who setup chooses to add this when setting up the Review, there may also be an additional Managers Only Section for you to add your thoughts regarding retainment strategies and long-term career planning. These comments can never be seen by your direct report.
Step 3: Save and Submit
You can always Save Draft as you go or 'Request changes' from the Employee along the way of completing the Manager Approval stage.
When you are happy with your inputs, click Submit my responses and the Review is off to the next step: Skip-level Approval
Managers - you are done...until you are prompted to book a 1-on-1!
An optional step for admins to include as part of the Review launch. If included in the Review process, managers up the management tree then have the opportunity to review and ensure equity across all Reviews.
An optional step for admins to include as part of the Review launch. If included in the Review process, there will be a final stage of approval to ensure the technical part of the Review process is working correctly.
Admins are able to send the review back to either the manager or employee input stage and add comments as to what changes they want the manager or employee to make.
Step 1: Managers book a 1-on-1
Right on the 7Geese homepage, you will receive a prompt that 1 Review needs your approval. Click 'Review now' to get started. You will be prompted to schedule a 1-on-1. You will also see this on the Reviews Home Page – access the “Reviews” tab on the 7Geese toolbar, under “My Reviews” you will be prompted to “schedule 1-on-1."
Depending on how the Admin has set up the Review for your company, you may have the choice to share the Review ahead of the 1-on-1 or keep it private until after the 1-on-1 meeting.
Step 2: Complete the 1-on-1 in the 1-on-1 feature
A template is all set, ready to guide you through a debrief and closing conversation. A copy of the Review is attached in the bottom left-hand corner as a reference.
Click “Send Notification Email”. This will notify your employee that you’ve scheduled the 1-on-1 and they can access the template and begin entering their responses to the template questions. Please ensure that you DO NOT click “Finalize 1-on-1” until after the 1-on-1 has been completed. This will lock the 1-on-1 template and neither you nor your employee will have access.
Note: if 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.)
You can repeat this process for all of your direct reports.
Managers viewing Progress and Results of their Direct Reports
Go to the 'Progress and results' tab where you can see exactly where each of your direct reports are in the review process.