When using Small Improvements for performance reviews, it's easy to write your own self-assessment, and it's also just as easy to assess a report's performance.
As a manager, you'll simply enter your feedback on the right hand side of the same screen where your direct report does his or her self-assessment. Share and discuss, then next review period - rely on that feedback in an easily accessible resources tab included in every cycle.
Article Quick Links
- Walkthrough Video
- Working on a performance review
- Sharing the review
- Resources area
- Signing reviews
- Keeping track of your team
Typically you will receive an email from your HR team, this mail lets you know who to review, the timeline, and some general guidelines. The homepage also provides a handy overview of your upcoming tasks.
Once you get started, there are simple four steps involved in a performance review:
- Write the Review: Write your report's performance review, quickly accessing other areas of the platform which might assist your assessment (Objectives, peer feedback, etc)
- Share with Manager or HR: Indicate to your manager and HR that you're done. In some companies there is a quick calibration process of manager feedback, but it is possible you'll skip right to-
- Share with team member: Share the review with your team member. Perhaps you meet in person an hour after sharing, discuss what was written and agree to some updates.
- Complete and sign: Then sign the review and have access to the review in later review cycles.
Working on a performance review
Working on someone's performance review is super easy. The form is split into two sides: The left hand side displays your team members' self-assessment, and you work on the right hand side.
In the sample above you're just starting to work on the manager assessment, while the team member has not shared his review with you yet. The top displays a 2D chart to help you assess your team member's work in a visual way (Note: this 2D chart may have been disabled in your company) and below that the review contains questions defined by your HR team.
Once your team member has written and shared their self-assessment, you will get notified by email. The page then displays their self-assessment on the left hand side.
Sharing the review
Towards the end of the review form there is an option to rate the person's performance using a dropdown list (also possibly disabled by your Admin), you can take private notes (which will never be shared with the reviewee), and of course you can save the review and continue working on it some other day.
If provided to you by your account Admin, a checkbox allows you to mark the review as "done".
- What happens next: once you check the box for the first time and save the review, your manager will get notified by email to take a look at the review.
- Should you share? It's not required to share the review with the reviewee. Your manager can of course take a look at what you're writing any time.
The most important button is the "share with reviewee" button. Your assessment is initially private, only you and your manager can see it. Only once you click the "share" button the reviewee will see your assessment and get notified by email. You may continue working on the review, but once it's shared your team member will get further emails to let them know you are still making changes to the review.
As mentioned above, underneath the performance review you will find a helpful selection of resource tabs. They highlight information that will be relevant to this performance review- For instance past objectives, continuous feedback, past reviews, and peer feedback associated with your report:
Once you and your report are both sharing your assessments with each other, a "Sign this review" button will appear on both sides of the review. Once you sign, the editing phase is over, and an HR team member would have to revoke the signature to let you edit the review again.
Once you share and sign the review with your team member, the tasks disappear from your homepage. You can still access your team's reviews of course, for instance using the "Team Overview" screen accessible via the menu on the left, or by navigating to your team member's profile page using the User Search box.
Keeping track of your entire team
If you have more than just a handful of team members, you may want to get a high level view of all reviews. That's easy too: Access that same team overview list from the left hand side menu. It will display the reviews of your direct and indirect team members, one review per row, and you have the option to:
- Access the details of the review via an information tab
- Easily sort by status or ratings (if ratings are used)
- Send reminder emails to your team (nudges)
- Make high-level adjustments to ratings
- Get a quick peak the shared performance conversation