Here to help
Find the answer.
Take the next step.
Practical guidance for web and Android. Find your way, understand your options and keep your working day moving.
Step-by-step guidesHelp for your roleWeb & Android
Record a team performance review
Review the correct employee and period before sharing a review.
For Manager · HR administrator
Where to start
- Open the employee’s review controls through Your team when permitted.
What to do
- 01
Open the intended employee’s performance controls and choose whether to schedule a review or record a completed review.
- 02
For scheduling, choose the review date and frequency. Review details, then Confirm schedule only for the agreed plan.
- 03
For recording, enter the review date, period, achievements and manager summary. Add strengths, development needs, outcome and an optional rating as appropriate.
- 04
Check the next review date and any objectives, their success measures and due dates. Select Request employee acknowledgement only when appropriate and an employee account is available.
- 05
Choose Review details and read the full content and acknowledgement setting. Confirm and share records the review and shares it with the employee; it is not a private draft.
- 06
Reopen Reviews to verify the saved record. If a review already exists for that date or saving was uncertain, inspect it before creating another.
What happens next
A recorded review is shared with the employee. Scheduling and recording are separate, and a receipt acknowledgement does not mean agreement.
If you need help
An acknowledgement is not proof of agreement. Keep confidential management material within its authorised record.
Can I treat acknowledgement as agreement?
No. Read the response wording and any employee comments.