Performance Checklist

Launching a performance review is a crucial step for any organization, offering a chance to evaluate employee progress, set goals, and promote continuous improvement. To ensure the process is smooth, fair, and effective, careful planning and preparation are essential. This article provides a checklist to help Performance Admins get ready for performance review, ensuring a seamless and productive performance cycle for your organization.

In this Article:
Performance Checklist
Resources

Note: To learn more about what changes can and cannot be made at various points of a review cycle, please see this article.

Performance Checklist

User Audit

Are users updated with appropriate roles, emails, supervisors, and permissions?

To ensure correct competencies and supervisors are pulled for your review, we encourage organizations to verify information is correct. Reminder: for a user to participate in performance reviews, they need to have the Performance Management permission.

To learn more about different user permissions, check out this article! 

Scoring Review

Are you utilizing an average score based on review responses or are you using a Final Score determined by a single user? 

By selecting Include Final Score in a review template, the review will be given a score by the reviewer assigned to the final workflow stage. While the average score calculated from all review responses will be available in reporting, it will not be the score that is visible to the review subject (or others) when Include Final Score is activated.

This can be updated in Tools > Setup > Performance > Templates

To learn more about setting up scores based on scales, check out this article! 

Workflow Notification Added

Do you have notifications added to each workflow to alert users? 

Workflow notifications go out to any designated recipients as soon as a new stage has initiated. You can update the messaging and recipients in Tools > Setup > Performance > Workflows

To learn more about setting up email notifications for performance reviews, check out this article!

Notification Templates

Have you made any necessary changes to the templates used for reminders, workflow user changes, or cycle-ending messages? 

If you’re utilizing reminders, these templates are built in Tools > Setup > Performance > Performance Settings.

To learn more about Performance Settings, check out this article! 

Visibility Settings

Do you want scores or comments hidden from certain users once a review is complete? 

It is possible to adjust visibility on both scores and comments independently. Visibility on the final score is determined in Template setup and cannot be changed once a review is launched. 

Visibility for comments is determined when launching a performance review and can be updated once a review is live. This is done when launching a review under Content.

To learn more about creating Performance Workflows, check out this article! 

Resources

Introduction to Performance
Launching Performance Reviews
Troubleshooting Performance Reviews