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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 to request updates. | |
Edit Review | Determines whether this reviewer group can remove Level 1’s review and/or leave their own evaluation. This determines whether this reviewer group can edit the assessment. Info | Note: Editing an assessment would override and remove previous ratings and comments and allow Level 2 to replace them with their own ratings and comments. |
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. |
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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. Info | Note: Editing an assessment would override and remove the previous ratings and comments and replace them with their own ratings and comments. |
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. |
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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. Info | Note: If there is no HR Review enabled, unchecking this step will take the Performance Review directly to the Ready for Meeting step. |
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. |
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Field | Description |
|---|---|
Associate Timeline Signing Label | This label will show in the associate’s timeline underneath the marker for the sign-off step. This will default to “Sign Offs”. |
Management Timeline Signing Label | This label will show in the management timeline underneath the marker for the sign-off step. This will default to “Sign Offs”. |
Management Sign Off Box Label | This controls the label that appears above the Management Sign off box. It will default to “Supervisor/HR”. |
Due Date | This will show in underneath the step in both the management and the associate timelines. |
Note - : Remember to click the Update button after completing your edits to make sure they save.
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