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Note: These settings will apply to any management role (Manager Level 1, Manager Level 2, etc.) that is given the ability to edit the review. If a role does not have the ability to edit or evaluate an associate, they will not have to fill these fields out.
Field | Description |
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Overall Rating [Hidden/Manual/Calculated] | This determines if management is required to give the associate an overall rating on their performance. There are 3 options for this setting:
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Accomplishments Field [Hidden/Optional/Required] | Add an open text field for the reviewer to describe the associate’s accomplishments. If required, the reviewer will not be able to submit without filling this field out. |
Opportunities Field [Hidden/Optional/Required] | Add an open text field for the reviewer to describe the associate’s opportunities. If required, the reviewer will not be able to submit without filling this field out. |
Focus Next Year Field [Hidden/Optional/Required] | Add an open text field for the reviewer to describe the associate’s focus for the next year. If required, the reviewer will not be able to submit without filling this field out. |
Comments Field [Hidden/Optional/Required] | This displays a comments field in the overall evaluation section for the reviewer to provide comments on the associate’s overall performance. /wiki/spaces/CKB/pages/673939466 |
Associate Timeline Label | This label shows on the Associate’s timeline and encompasses all management steps (Manager Level 1, Manager Level 2, Compensation, etc.). This will default to “In Review” but should be changed to “Manager Review”. |
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Field | Description |
|---|---|
Progressive Development Categories | Determines which Progressive Development categories appear to management. |
Progressive Development Records | This date range determines the Progressive Development records that will show. A record must have occurred during this date range and be completed. Records that are still in progress will not show. |
Progressive Development Instructions | These instructions will appear above the Progressive Development section. Include any directions on how you want management to review these records. |
Level
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1 Review
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The Level 1 review is the review completed by the Direct Supervisor of the associate. These settings control what the Level 1 reviewer will have to fill out as part of their assessment as well as what options they will have available during their assessment.
Field | Description |
|---|---|
Enable Level 1 Review | Enables Level 1 Review as a part of the workflow. If Unchecked, this will remove the Level 1 Review step from the workflow. |
Reviewer Label | This label is used by the system to name this group. It will default to “Supervisor”. |
Ready Status Label | This is the status that is used when the evaluation is ready for the Level 1 Reviewer. It will default to “Ready for Supervisor Review”. |
In Progress Status Label | This is the status that is used when the Level 1 Reviewer has started but not yet finished their evaluation. It will default to “Supervisor Review In Progress”. |
Show Progressive Development | If you have the Progressive Development feature enabled within Cognition, this setting determines whether the Progressive Development Record section shows to this reviewer group. |
Allow Finalize while in Associate Statuses | Checking this will allow management to finalize their evaluation before the associate has finished with their evaluation. This means that the associate will be locked out of their evaluation. Keeping it unchecked will ensure that associate finishes their self-evaluation and Manager Level 1 must wait before they can submit their evaluation. |
Management Timeline Label | This label shows on the Management timeline underneath the Level 1 step. It will default to “Supervisor Review”. |
Due Date | This will show in underneath the step in the Management timeline. |
Reviewer | For the Level 1 Review, this will always be the associate’s direct supervisor. |
Level 2 Review
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The Level 2 review is the review completed by the pyramid supervisor (Level 1’s supervisor) of the associate. It could also be a reviewer group that you have defined using a position. These settings control what the Level 2 reviewer or group will have to fill out as part of their assessment as well as what options they will have available during their assessment.
Field | Description | ||
|---|---|---|---|
Enable Level 2 Review | Enables Level 2 Review as a part of the workflow. If Unchecked, this will remove the Level 2 Review step from the workflow. | ||
Reviewer Label | This label is used by the system to name this group. It will default to “Level 2 Reviewer”. | ||
Review Status Label | This is the status for when the evaluation is in the hands of the Level 2 Reviewer. It will default to “In Level 2 Review”. | ||
Show Progressive Development | If you have the Progressive Development feature enabled within Cognition, this setting determines whether the Progressive Development Record section shows to this reviewer group. | ||
Send Back to Associate | Determines whether this reviewer group can send the review back to the associate to request updates. This would allow the Level 2 Reviewer to request updates directly from the associate on their self-evaluation. | ||
Send Back to Level 1 | Determines whether this reviewer group can send the review back to Level 1 (Manager 1) to request updates. | ||
Edit Review | Determines whether this reviewer group can remove Manager Level 1’s review and/or leave their own evaluation. This determines whether this reviewer group can edit the assessment.
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Comments Field [Hidden/Optional/Required] | This displays a comments field in the overall evaluation section for the reviewer to provide a comment for the associate. | ||
Management Timeline Label | This label shows on the Management timeline underneath the Level 2 step. It will default to “Level 2 Review”. | ||
Due Date | This will show in underneath the step in the Management timeline. | ||
Reviewer | This determines who the Level 2 Reviewers are. You can either specify Level 2 Supervisor or a custom reviewer group by using a Position. |
Level 3 Review
The Level 3 review is the review completed by the pyramid supervisor (Level 1’s supervisor) of the associate. It could also be a reviewer group that you have defined using a position. These settings control what the Level 3 reviewer or group will have to fill out as part of their assessment as well as what options they will have available during their assessment.
Field | Description | ||
|---|---|---|---|
Enable Level 3 Review | Enables Level 3 Review as a part of the workflow. If unchecked, this will remove the Level 3 Review step from the workflow. | ||
Reviewer Label | This label is used by the system to name this group. It will default to “Level 3 Reviewer”. | ||
Review Status Label | This is the status for when the evaluation is in the hands of the Level 3 Reviewer. It will default to “In Level 3 Review”. | ||
Show Progressive Development | If you have the Progressive Development feature enabled within Cognition, this setting determines whether the Progressive Development Record section shows to this reviewer group. | ||
Send Back to Associate | Determines whether this reviewer group can send the review back to the associate to request updates. | ||
Send Back to Level 1 | Determines whether this reviewer group can send the review back to Level 1 to request updates. | ||
Send Back to Level 2 | Determines whether this reviewer group can send the review back to Level 2 to request updates. | ||
Edit Review | Determines whether this reviewer group can edit the Supervisor’s review and/or leave their own evaluation.
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Comments Field [Hidden/Optional/Required] | This displays a comments field in the overall evaluation section for the reviewer to provide a comment for the associate. | ||
Management Timeline Label | This label shows on the Management timeline underneath the Level 3 step. It will default to “Level 3 Review”. | ||
Due Date | This will show in underneath the step in the Management timeline. |
HR Review
Compensation information can be added
Scorecard results
Additional evaluation data can be The HR review is the review completed by those designated as an HR reviewer. The HR Review step can include additional evaluation data that is uploaded as part of the HR reviewreview process, such as compensation information and scorecard results.
Field | Description | ||
|---|---|---|---|
Enable HR Review | Enables the HR Review step as a part of the workflow. If Unchecked, this will remove the HR Review step from the workflow.
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Reviewer Label | This label is used by the system to name this group. It will default to “HR Reviewer”. |
Review Status Label | This is the status for when the evaluation is in the hands of the Level 3 Reviewer. It will default to “In HR Review”. |
Show Progressive Development | If you have the Progressive Development feature enabled within Cognition, this setting determines whether the Progressive Development Record section shows to this reviewer group. |
Management Timeline Label | This label shows on the Management timeline underneath the Level 3 step. It will default to “HR Review”. |
Due Date | This will show in underneath the step in the Management timeline. |
Ready for Meeting
If Once the Performance Review is ready set to Ready for meetingMeeting, this means that means the Level 1 Reviewer and the associate can now have a meeting to discuss the Performance Review results in detail. Both the Level 1 Reviewer and the associate are required to acknowledge that the meeting happenedoccurred as part of this step.
Field | Description |
|---|---|
Management Timeline Label | This label shows on the Management timeline underneath the Performance Meeting step. It will default to “Ready for Meeting”. |
Due Date | This will show in underneath the step in the Management timeline. |
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