Performance: Employee Evaluation Process

After you create the evaluation form, set the evaluation scope (Self / Upward / Downward), and add employees, criteria, and questions, each party’s task opens automatically on the form start date:

• Self review: Employees assigned to Self submit their self-assessment against the defined criteria.

• Upward review (employee → manager): Employees provide feedback about their managers—anonymous or named per the form settings.

• Peer Review: Employees provide feedback about their colleagues. 

• Downward review (manager → employee): Users assigned as the Primary Reviewer can begin reviewing their assigned employees as soon as the form period opens.

To assign roles and set the Primary Reviewer in the Performance module, see Settings → Performance → Roles & Reviewers (Roles setup guide).

setting up performance roles in the system. 

To do so: 

Choose the evaluation form that you will use to evaluate the added employees.

On the evaluation form page, go to “Tasks.” Select the employee you want to review by clicking their name — or click your own name if the review type is Self.

 

The form will be displayed, including evaluation criteria and open-ended questions. The reviewer can start assessing each criterion by entering percentages or scores, or by providing a descriptive or detailed evaluation for the open-ended questions added to the evaluation form.

 

When clicking "Submit Evaluation" a message will appear indicating that the evaluation has been submitted and will be sent to the employee. 

 

After a manager submits an employee’s evaluation, the score or percentage will appear in the employee’s record within the evaluation form under the Downward feedback column. If the employee completes a self-review, the score will appear under the Self-Review column.

Please note: if the evaluation form has multiple cycles (e.g., quarterly repeated 3 times, or monthly repeated 4 times), only the most recent score will be displayed for the employee—such as the latest quarter or month evaluated.

Please note: 

The scales, percentages and labels (e.g., 60% - Meets Expectations) or (90%- Outstanding) are editable to fulfill your business needs. You can adjust the ratings and the labels names for each score by navigating to Settings > Performance > Rating Methods. However, when any changes are made to the evaluation rating methods in the settings, the impact will only apply to evaluation forms that are in the "drafts" section or the futuristic forms in the system. This modification will not affect active, upcoming, or completed evaluation forms. Learn more details about adjusting rating methods. 

Notifying Employees About the Evaluation Process

• Employees are notified at every stage of the performance evaluation process. When they are added to an evaluation form, they receive an email notification informing them of this.

• When the primary reviewer evaluates the employee, an email notification is also sent to inform them.

Can the evaluation be changed for employees after the form has been submitted by the primary reviewers?

Yes, admins, primary reviewers, or users with "Performance management" permission can request a re-evaluation by clicking the 'Request Re-open' button next to the assigned employee.

Please note that, currently, an employee who has been evaluated cannot request a reevaluation for themselves through the system.

Once the request is submitted, the primary reviewer receives an email notifying them and providing a link to the form for re-evaluating the employee.

In addition, a reviewer or an approver in the approval cycle can reopen a Self-review, downward feedback, or upward feedback by clicking the “Reopen” button and selecting the review type to reopen. When this happens, the employee also receives an email notification about the reopened evaluation.