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.

 

SETTINGGENERAL NAMESETTINGS

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 be added to the rating scales. The normal score will be displayed. Allow excluding Review Items The Review Items can be excluded from the Overall Final Score All Review Items are included in the Overall Final Score 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). The objective settings from the previous review period will be automatically copied as well as the status. The pop-up will not show when clicking on the start button. The pop-up to select how the agreement should be created are shown.  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) The ability to select people to evaluate on a specific KPI is made available People cannot evaluate on a KPI 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

SETTING NAME

MODE

DESCRIPTION

Person Self-Rating and Manager Rating must be approved before Final Rating can be completed

Show person's approved Self-Rating to manager only once the manager has approved the Manager Rating

Show person's approved Self-Rating to manager regardless of the Manager Rating approval status

Show the Manager Rating to the person only once the Final Rating has been approved.

Manager Rating and Final Rating can be completed simultaneously (Final Rating can only be approved once the person Self-Rating has been approved)

Only show the Final Rating column, and hide the Manager Rating column

ALLOW NON-MANAGER RATINGS SETTINGS

SETTING NAME

MODE

DESCRIPTION

Allow Anonymous Evaluations

Show the results anonymously (Manager and Employee will not see who submitted the ratings)

Show the results anonymously only to the Employee (Manager will see who submitted the ratings, but not the Employee)

LOCKED AGREEMENTS SETTINGS

SETTING NAME

MODE

DESCRIPTION