Publishing and Completing a Performance Review Form

Within HRWize, you have the ability to be able to create performance reviews and publish them to your employees for them to complete within their Self-Service accounts. 

Once your form has been completed by your employee, the responses will be pushed back to HR and the manager for them to review the employee's answers, and complete any outstanding managers' sections of a particular review if you wish. 

If you need help in creating a performance review, click here.

Form Builder Instructions

Before publishing the performance review, it requires a few steps:

1. Check if the form itself is set to Yes in the Visible to employee field.
2. Make sure that in Display Settings, under Employee views, set the Review visible to employees to Yes.
3. When building the actual form fields, mark the fields that you want the Employee to fill in by setting the Field Access to Employee can update. This will then add a User icon next to the label for those fields.
4. Ensure you set the Employee List dropdown field to not be visible to employees. If this is not set, employees will choose to submit a review for someone else. You can do this setting by setting Employee cannot view in the Field Access.
5. Consider adding an Employee Completed field to your form. This way, the employee can continue to edit the form until they choose to set the "Employee Completed" field to Yes.
6. Once either "Completed" or "Employee Completed" is set to Yes, the employee will no longer have the option to modify the contents of the form though they will still be able to view their responses.

Publishing a Performance Review

Once you have created your performance review form, you go to:

Administration > Company > Form builder

Then, select the 'Paper airplane' beneath the Actions column to publish the form to employees:

You will then be asked to select either Employees which will allow you to select individual employees to publish this form to. The other option is Metadata which will allow you to publish the form to specific job roles, Departments, Managers, or Site Locations. 

The employee will then be able to complete the form either by clicking on the link provided in the notification email to the employee or by going to:

Self-Service > My Development > My Reviews

Once an employee has completed the performance review, the manager will receive an email notifying them that there are new responses to view. The manager can view the responses by going to:

Performance > Review Forms

Then, you click through the specific reviews using the Actions column to complete or view a form:

Selecting the View action button will allow you, as the manager, to view employee's responses in a table view. From here, you also have the ability to update forms that have already been submitted using the Complete form action button.

This section is commonly used when a manager needs to complete a section of a form during a review. 

Once the form is ultimately completed, the manager should edit the form (as shown above) and set the Completed field to Yes. In doing so, the system will recognize that this particular form has been completed and prohibit any editing to be done in the future.