Kicking off, administering a review cycle
In this Article
- Getting Started
- Who's under review
- Name your cycle
- Sharing and approval process
- Compose the questionnaire
- Set the cycle timeline
- Customize emails
- Final steps and creation
- Video Tutorial
Administrative options to consider first
- How often do you want performance reviews done?
- What questions do you want to ask?
- And what departments and employees should participate?
Once you've decided what fits your company, you'll be able to configure Small Improvements accordingly. It's pretty easy, so don't worry.
- What is a cycle? We organize performance reviews into what we call "cycles". A cycle is like a container to store a set of performance reviews: for each cycle, you'll create one questionnaire, which will apply to every review in that cycle.
- How do I schedule cycles? You could have one cycle each year that contains all the performance reviews from that year for your entire staff. OR you could have one cycle per quarter. OR, if you wanted senior staff to fill out a different questionnaire than other employees, you could have one cycle per year for senior staff and a second, parallel cycle each year for all other employees.
- What questions should I use? Our recommendation is that you come up with questions that are relevant and applicable to everyone in the company, which would let you have only one cycle for any given time period -- but Small Improvements is very flexible, so anything is possible.
To create a new review cycle or modify an existing one, go to the Reviews Cycle Management screen. In the upper right corner, you'll kick off drafting your cycle via the yellow " + Create Cycle " button.
This will take you to a screen that will guide you through a few steps to set up a review cycle:
Once you finish, you'll see an overview of your settings before you publish the cycle.
Who's under review?
First, select the employees who should complete performance reviews in this cycle. If you don't want your entire organization in the one cycle, you can easily select teams, sort by department, or create a managers-only review cycle. If you’d like to set up a review cycle for the future or don’t know exactly who should be reviewed yet, just click "Select reviewees later" to skip this step.
Name your cycle
Next, give the cycle a name and introduction. Employees will see this introduction when they go to write their self-assessments, as will managers when they review their reports, so if you’d like them to follow certain guidelines, let them know here. Set the time period under review so participants know what part of the year they should focus on when writing their assessments.
Choosing the review process
There is no one-size-fits-all solution to performance management, so Small Improvements lets you configure the review process to fit your needs.
- HR controls: If HR or indirect managers need to review manager assessments before they're shared, click the "Enable" checkbox next to "Finish writing indicator". This way a manager will be able to mark an assessment as done in SI, automatically triggering an email to the report's indirect manager (the manager's manager) and to HR to let them know.
- Additional options: You can also choose to allow indirect managers to edit or contribute directly to manager assessments if you'd like.
It's also possible to set up a cycle so that a manager or reviewee can only see the other's assessment after both employees have shared. If you want each person to write his or her assessment before reading what the other wrote, choose from the options which work best for your team.
Compose the questionnaire
Next, you'll compose the questionnaire employees and managers will fill out when writing assessments. You can use any of the templates we provide or enter your own questions by clicking "Custom Questionnaire".
First off, choose whether or not to include the 2D Assessment Graph (more information here). Employees and managers each place a dot on the graph to represent employee performance. Once shared and contrasted, this acts as a visual snapshot of how an employee and their manager perceive the employee's performance.
By default, the chart values are "Results" versus "Behavior," poor to great. But you have complete customization ability over the descriptions contained within the axes. Just click on the graph, then click into the text to edit.
Next, set up the questionnaire. Here is an overview of the questions types you can use in your review form:
You may add section headings to divide up your questionnaire by theme or topic. This may be useful for having sections on general feedback, objectives-related questions, or a focus on values:
There are two default free-text questions, asking what the employee did well and what he or she could improve on
Read this document for a detailed look at each of the quantitative question types, plus considerations for when to use each one.
To make the questions sound more personal, you can choose from several different replacement placeholders. For example, 'First Name' would then be replaced by the reviewee's first name. You can start typing to see a list of user placeholders, or click Insert and then select Replacements.
And finally, it is also possible to include an overall rating in the performance review if you'd like, which you can configure at the end of the questionnaire.
Please note that should you decide to include per-topic scaled questions and an overall rating, they will be independent of each other. There is no automatic averaging, so you'll have to trust the judgment of your team to correlate the overall rating to the per-topic ratings.
Set the cycle's timeline
First set a start date – when should the cycle begin?
- Immediately: If you want the cycle to start immediately, keep this set to the current date and you’ll be able to send out email notifications about the cycle right away.
- In the future: If you’re setting up a cycle for the future, select a future date in this field and the rest of the timeline will adjust accordingly with our recommended time intervals between due dates.
If you set up a cycle to start in the future, you have the option of sending the initial notification email automatically. If you enable this feature, the notification to the managers and reviewees will be sent on the date and time the cycle starts:
Next, choose the self-assessments and manager assessments deadlines. On these dates, assessments will be finalized and no longer editable. Any assessments that have not been shared will not be visible to others, and you will need to edit the cycle settings to extend these deadlines if employees or managers do not share before their respective deadlines.
Grace Period Dates
If you choose to add a Grace Period, the deadline dates are no longer binding and employees will be allowed to run late until the end of the Grace Period. You'll be able to send email reminders from the "Company Overview" screen to help nudge people along.
Sign by Date (end of cycle)
Finally, select the sign-by date. This date will close out the cycle and be the final date for employees and managers to sign assessments.
Customize your emails
It can be very helpful to include custom information in your notification emails. It's optional, and you can choose to leave default content, or edit emails at the account level.
Custom emails are the final step of the setup process, though you can edit those emails at any time during the cycle.
Create the cycle!
Now create the cycle. If your cycle is starting immediately, you’ll have the option to invite participants to begin writing right away. Of course, you may skip this step if you like and send invitations later from the Company Overview.
Depending on how your cycle is set up, we’ll inform you of any next steps to take after cycle creation.
And that’s it! Remember, you can always go to the cycle's Company Overview to send reminder emails and manage performance reviews.