Uploading historical performance ratings
A performance review (review) is a performance period, with a start date and an end date, which involves managers and their workers. They are based on reviews made both by the workers themselves and then by their managers and if necessary, also other managers. In Pay Suite allows you to add your previous performance ratings to be able to track the entirety of your data.
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Performance reviews are available under Workbench > Performance Management > Reviews > Historical Performance Rating Upload. Access to Workbench depends on your role within the platform. This feature is available for users with Reviews professional role.
Step 1 - Create
To upload your previous performance ratings, proceed as follows:
Click Upload performance rating in the upper-right corner of the section. The creation form is opened at the first step, Create.
Fill in the performance review details:
Select the review type from the Review type drop-down list.
Enter a title for the performance review in the Title field.
Choose your default language from the Language preference drop-down list.
If your company uses several languages and you want to translate the rating, select the new language in the Translations drop-down list, and then enter the proper information inTitle and Description fields. Repeat this operation for all the languages that you want to support in your performance rating.
In the Period of evaluation section select the Start date and the End date of your rating.
Select the rating scale by clicking the Select scale button. A pop-up window will appear. Select one of the scales from the list. You may see the preview on the right side of the window. Click Select at the bottom of the window to save your changes. If your company uses several languages and you want to translate the rating scale, select the new language in the Translations drop-down list and click Select. Repeat this operation for all the languages that you want to support in your performance rating.
In the Add review owners section select all the people that you want to own this Performance rating. If no other worker will be assigned you will remain the only owner of this performance rating.
Click Next step at the bottom of the page to move to the next step of the review creation process: Upload.
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Click Save & exit at the bottom of the page to simply save your changes and finish the creation of the rating later on. In this case, the review is saved as a draft.
Step 2 - Upload
To upload your historical review, proceed as follows:
Click Download to locally download the new performance rating template.
Open the file on your local machine. You notice that the file already contains headers for the required columns.
Fill out the table with the data you want to upload.
Upload the file back into the system by clicking Upload. Make sure that no structural changes have been performed on the file (columns added, columns deleted or columns renamed); otherwise the upload of the file will fail.
Once the file is uploaded a success message will be displayed in the panel.
Click Save & exit button located at the top right of the page to finish the uploading process.