Video: An Overview of the Processes Tab
The Processes controls the settings for your review process - the parameters for what the review should do within your system. Depending on your organization, you may have one or multiple processes available to you as an administrator.
Watch the video below or scroll down to learn more!
Getting Started with Processes
To begin, locate the Processes tab from the navigation bar on the left hand side of the screen. All of your current review processes will be displayed here. Each review set within your account will have a process assigned to it. If you want to add a new process, you can do so by clicking on Add Process from the top right corner - this will add the process to the page here. You can then Edit any process you'd like.
What is a Process? A Process defines a review's workflow -- when it happens, relevant deadlines, the settings around employee self-reviews and 360-Rater Feedback, and how scores are displayed.
Editing a Process
There are four tabs at the top of the process - let's go over the various elements within each of them.
Overview
This section displays an overview of the process. You can edit various elements here. The Goals section allows employees to add goals to their review (managers can always insert goals within a review document). If your process does not use goals, you can hide the Goals & Notes review on the home page so it won't populate until the reviews enters the scoring phase.
The Scoring Review section allows to set the employee's ability to have a self-review. If there are no self-reviews needed, you can deselect this option, or if self-reviews are optional, you can check the second box to allow managers to override it.
360-Rater Feedback allows you to enable or disable this feature, as well as set some pre-defined options - such as anonymous feedback, suggesting 360-raters, and more. You can also add in pre-defined 360-rater groups, which automatically populates 360-Raters that managers can send requests to during the review process.
Send for Approval allows you to create approval lists and change the type of approval needed for reviews. If you don't need approval, you can select
No approval needed. The options you select will appear under the
Approval tab. You can also add additional instructions for managers here, for clarity during the review process.
Click here to learn more about configuring approval routes!
At the very bottom, we have the Archive Review section. There are three options here that you may choose from:
- Do not automatically archive - reviews must be manually archived by administrators or managers
- Automatically archive after scheduled archive date - fully completed reviews will automatically archive a set number of days after the scheduled archive date
- Automatically archive when approval is completed - if approval is configured, reviews will automatically archive once approval has been finished
You can also select to have the measurements, goals, & weights automatically carry forward onto the new review, once it is archived.
Schedule
The Schedule tab allows you to edit the recurring review dates, such as if a review will operate off of a base date or annual date. Learn more about the Schedule tab here!
Signatures
This tab allows you to adjust the description and language of the signature lines that appear at the bottom of the review PDF.
Tip: This is useful for printing reviews and obtaining wet signatures.
Score Formatting
You can adjust the formatting of your scores and how they will display. Learn more about score calculations here.
