Settings Explained: Create or Edit Review Setup

A review setup defines the structure and rules governing the performance review process within an organisation. It determines how performance agreements function, specifying rating permissions, the level of the employee's involvement, and approval workflows.

Each menu item related to review setups will be covered and includes the following:

In the beginning, only the Details menu item is accessible when creating a review setup. However, once you have adjusted and saved the review setup settings, the other menu items will become available.

Let's examine each menu item more closely.

Details

The name, description, and configuration settings for the review setup can be edited on the Details screen.

SETTING NAME

MODE

DESCRIPTION

Dual participation – both the employee and the manager will participate electronically. If disabled, only the manager will participate electronically.

Either the manager or the employee can create the performance agreement. The setting and rating of objectives requires the employee's participation.

 

Also activates the Dual Participation settings (see below).

The manager can create and approve the performance agreement and rate the objectives without the employee's participation. The employee will be allowed to view the agreement.

 

Also deactivates the Dual Participation settings (see below).

Allow perspectives.
Allows perspectives as the highest level of categorisation. KPAs will be added to perspectives when creating performance agreements. Perspectives are not required for performance agreements, so KPAs can be added directlywhen creating performance agreements. Allow the manager to edit the review survey scores. A manager will be able to update the review survey scores. The review survey scores cannot be edited. Show the Timeline to Manager and Employees on the Performance Management Dashboard
The timeline will display on the Performance Management Dashboard. The timeline will not display on the Performance Management Dashboard. The next Review Period can only start when the previous one has been completed. Forces the one review period to be completed before the next one can start. Thus, if you have two review periods, the first must be finalised before you can start the second. Both review periods can be started in any order if the phases are open. Hide Scores and Weights during Rating Phase Instead of the scores displaying, the labels will show added on the rating scales.
Allow excluding Review Items

Auto-copy the objectives from the previous Review Period in the same year. The status of the contract will also be copied (Approved or In Progress).

When copying from another contract, use the section weights from the copied contract instead of the section weights from the Review Setup. The rest of the structure is copied from the Review Setup configuration.

Allow other people (apart from the manager) to also rate a person on the lowest level (Example: KPI level)

Lock agreements for managers and employees

Allow Interpolation

Allow to add a Training Intervention to PDP (When adding a new action plan)

DUAL PARTICIPATION SETTINGS

ALLOW NON-MANAGER RATINGS SETTINGS

LOCKED AGREEMENTS SETTINGS