Managing Review Groups

To manage your Review Groups, 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

  • Duplicating Review Groups

  • Managing review participants

  • Selecting the correct Review Group to view Progress and Results

Clicking on '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.

Tracking and Managing Progress

If you landed here in the Progress and Results tab 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:

  • 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.

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: per stage with a custom message

  • Add participants

  • Export Data (Note: This sends an email with a download link for a .csv file)

  • Download PDFs

  • Delete review

Results and Data

Single Question Visualizations

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 previous/next to scroll through in order.

This is also the best area for admins to see an aggregate view of any answers to the Manager Only Questions setup in the question templates. 

Multi-Dimensional Reporting (9-Box)

A 9-box grid is a tool that is widely used in HR to help facilitate conversations about employee development and talent planning. Traditionally, the axis are performance and potential but companies may want to do other assessments.

To set up a 9-box visualization click on Multiple in the right pane of the performance data. You can then choose the responses that you want represented in the chart. Your options include:

  • X-Axis responses

  • Y-Axis responses

  • Whose response you want visualized (manager or reviewee)

You can also decide how you want the grid laid out. The visualization defaults to the scale of the question but you can also condense it into a 3x3 or 2x2 chart in order to make the data clearer.

If you click on any of the nodes, a pop-up will show you who is in included in that square.

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