Completing a self-review
As a worker, depending on the performance review cycles of your company, you will be asked to review your performances and behaviors a certain number of times throughout the year. In the Pay Suite platform, these operations are performed in the Reviews section of the Passport component .
In this section we are going to take as example the completion of a manager performance review which has been configured with all the available rating settings for the four standard review sections: Goals, Behaviors, Overall performance and Upload documents.
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Reviews are broke down into several stages involving the worker, the manager, and sometimes additional reviewers which can participate in the review conversation. For more information, refer to .
To complete an individual review, proceed as follows:
In the My reviews table, locate the review that you want to complete.
Click the Edit button located at the very right of the review record. The review is opened at the self-review stage.
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On the right side of the screen, you can view the review details such as the review stages, the participants, the period to be evaluated or other useful information.
Fill out the different review sections, as detailed in the following table:
| Parameter | Description |
|---|---|
| Goals | The Goals section lists the goals on which the worker has been evaluated during that period of time. Under each goal name, you can see the goal progress, category, tracking status, priority, and due date and you have to possibility to access the goal individual page via the Go tho this goal page button. |
| Overall goal review | Select an overall satisfaction rate the worker goal achievement according to the configured rating scale. |
| Overall goal comment | Add an overall comment regarding the worker goal achievement. The formatting toolbar is available for you to emphasis or format your text as needed. |
| Behaviors | The Behaviors section lists the behaviors which have been assigned to the worker during the completion of his goals. You can show each of the behavior details using the Show behavior details button located under the behavior name. |
| Comment | Add a comment for the behavior. The formatting toolbar is available for you to emphasis or format your text as needed. |
| Overall behaviors review | |
| Overall behaviors comment | Add an overall comment regarding the assigned behaviors. The formatting toolbar is available for you to emphasis or format your text as needed. |
| Overall behaviors rating | |
| Upload documents | In the Upload documents section, you can drag and drop or upload a file from your computer and attach it to the review. This is an attention message. The supported file formats are the following: PEG, JPG, PNG, PDF, Word, Excel, TXT, CSV and PowerPoint. It is possible to upload up to 30 files with a maximum size limit of 10 MB per file. |
| Download | When a document is attached, use the Download button to download the document on your device. |
| Delete | When a document is attached, use the Delete button to remove the document from the review. |
| Overall performance | In the Overall performance section, detail and rate the worker overall performance. |
| Overall performance comment | Add an overall comment regarding the worker overall performance. The formatting toolbar is available for you to emphasis or format your text as needed. |
| Overall performance rating | Select a satisfaction rate for the worker overall performance according to the configured rating scale options. |
| Custom section | |
| Share your thoughts | Share your thoughts about the question asked in the custom section. |
| Select | Select the rate for the custom question. |
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You can use the Expand and Collapse buttons located at the right of each of the available tiles as necessary to help provide a clear overview.
Click the Save and exit button to save the review as a draft or the Submit to manager button to submit the review to your manager and move it to the next stage.
You can also click the icon and select Generate PDF to convert this review to PDF format, preview it, download it, or print it. Click Send to Inbox if you want to generate a PDF and keep it in your inbox in Passport > Documents.