Completing a review as a manager
As a manager, depending on the performance review cycles of your company, you will be asked to review the performance of your direct reports a certain number of times throughout the year. The Pay Suite platform provides an easy-to-use interface to perform these operations.
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 or additional reviewers which can participate in the review decisions. For more information, refer to .
| Parameter | Description |
|---|---|
| Goals | The Goals section lists the goals on which the worker has been evaluated during that period of time. |
| Overall goal review | Add an overall review regarding the worker goal achievement. The formatting toolbar is available for you to emphasis or format your text as needed. |
| 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 | Add an overall rating regarding the assigned behaviors. |
| 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 | If the custom section has been attached to the review, here you can see workers comment and rating regarding the custom description and question. |
To complete a review for one of your direct report, proceed as follows:
Go to Passport > Reviews and from the drop-down list in the Review group select Assigned reviews. In the Assigned 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 manager 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:
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You can use the Collapse and Expand buttons located at the right of each of the available tiles as necessary to help provide a clear overview.
Click the Submit button at the top-right of the screen. The review is completed and moved to the next stage.