Icon and Button Glossary
Regardless of whether you are an Employee, Manager, or Site Administrator — the Perform system uses both buttons and visual icons to indicate specific actions. The glossary presented here will provide additional information on our most common icons and buttons.
Icons under Reviews Tab
Green Checkmark:
The Green Checkmark indicates that a particular phase of the review process has been completed. For example, a Manager or a Site Administrator may be reviewing the progress of their reviews. They may see a Green Checkmark within the “Employee” column of a review. That Green Checkmark is the system’s way of quickly telling the viewer that that portion of the review is complete.
Orange Circle:
The Orange Circle indicates that a particular action has not been completed and is still in progress. For example, an Employee’s self-review will display the Orange Circle until the review has been submitted to the Manager. The Manager’s review will receive the Orange Circle until the review is submitted for Approval.
Pause Icon:
The Pause Icon is generated during the Approval Workflow and announces that the Approval Workflow is waiting on a specific user or Approver to acknowledge the review. At this point, we recommend a one-on-one meeting between the User and Manager if necessary.
Override Icon:
The Override Icon appears when either the Manager or the Site Administrator has overridden a step of the review process, the User’s self-review, for example. Whenever that occurs, the User is not required to complete their self-review.
Icons on Reviews in Employee Profiles
Green Flag:
The Flag icon indicates that the review is currently in the Scoring phase of the review cycle. In this stage, both Managers and Employees can add notes or goals to the review.
Yellow Star:
The Star indicates that the review is currently in the Goals and Notes phase of the review cycle. In this phase, both managers and employees (if the self-review is enabled) can begin working on the review.
Gray Box:
The Gray Box icon indicates that the review has been Archived. Only once a review is fully completed can it be Archived. Archived reviews can be un-archived if any scoring needs to be updated by the employee or manager.
Yellow Clock:
The Yellow Clock icon indicates that the review is the Future Review of the review cycle. Future reviews allow employees to set goals or take notes for the upcoming review period, while the current review document may still be active. Once the current review is archived, the Future review will take the place of the current review.
Red X:
The Red X icon indicates that the review has been Canceled. Canceling a review is a permanent action, and reviews cannot be un-canceled. While Employees and Managers will not be able to access canceled reviews from their dashboards, Administrators will be able to view and download PDFs of Canceled Reviews from the Canceled Reviews tab (under Reviews).
Buttons
Set Goals:
The Set Goals button populates when a review is in the “Goals and Notes” phase of the review process. At this point, the User (depending on their site permissions) or their Manager should add goals to the User’s review. While Goals can be added until the review is submitted for Approval, we recommend entering goals while the review is the the “Goals and Notes” phase when possible.
Take Notes:
Some of our clients have chosen not to include Goals in their reviews. As such, they have disabled the ability to add Goals. If that is the case, employees and managers can add Notes by going to their profile and selecting Notes > New Note or My Notes on their navigation bar.
Score Review:
When the review enters the “Scoring” phase, the Score Review button will populate for both the Employee and their Manager. The Score Review button will take the user to the appropriate review section to score their review.