Page Comparison

Code

Internal code for your organization. Only seen by Admins.

Ex. “CompanyName_Year_PerformanceReview”  

Name

The name of the evaluation process. This will show on the Admin Dashboard to managers and reviewers. 

Ex. “2021 Dept Manager Evaluation” 

Goals Tab Name

When the Performance Review is in Goal Setting mode, this is the tab name that will show on an associate’s Goals/Performance page.

Ex. “2022 Goals” 

Performance Review Tab Name

When the Performance Review is in Performance Review mode, this is the tab name that will show on an associate’s Goals/Performance page.

Ex. “2021 Dept Manager Evaluation”  

Period (Optional)

Performance Periods link multiple reviews to one review period and help ensure that associates only get one Performance Review per Performance Period. 

Report Groups (Optional)

Report Groups are a way to easily filter and group Performance Reviews when using the Performance Review Status Report.

Stage

This will show the current status (stage) of the Performance Review. All reviews start in Goals mode in  Goals  mode and will switch to Performance Review once triggered. 

Add New Users

Allows for new associates to be added through HR groups. Unchecking this means that  no new associates will be added to the Performance Review process even if they are added to the HR group. Instead users will be marked as excluded unless manually added.

Enable Supervisor Delegation

Allows supervisors to be delegated from the Performance Grid during the Performance Review. 

Performance Report Template (Optional)

Select a report template to be used by the Performance Report for this Performance Review.

Check-In Report Template (Optional)

Select a report template to be used by the Check-In Report for this Performance Review.

Access to Goals Tab

Controls whether all associates in the system have access to this review on their Performance page or whether access is limited to just those in the Performance Review.  

Goals/Review/Meetings Tips URL (Optional)

Add a hyperlink to a tips resource or URL. Note that the same URL is seen by all roles in the process so avoid putting any sensitive information into the resource. If you need to hyperlink to a document that is specific to just one role, use Markdown in the instruction text for that role.  

• Goals Tips URL – Shows during goal setting statuses for tips on how to set or work goals.  

• Review Tips URL – Shows during performance review statuses for tips on how to complete the evaluation.  

• Meeting Tips URL – Shows during the Performance Meeting for tips on how to hold the performance meeting.  

Review Locked Text (Optional)

This message will display to an associate when they are unable to edit their review because it is currently being evaluated/reviewed by another user. 

For Example:

Your performance review is currently locked for review by the management team. If you have questions or need to make edits, contact your supervisor.

Overview Section (Optional)

This text will display to associates at the top of the Performance Review. It can be used to show more metadata about the associate including their hire date, job code, etc.

This setting requires back-end configuration by the Reflection Software team. Contact your representative for more information about this setting.

Is Active

This controls whether or not the Performance Review is active or inactive. 

Show in History

This will move the Performance Review into the History tab. We recommend using this feature for older, completed reviews to help keep the focus on the latest reviews. Items in the History tab can be accessed and reviewed by the associate and their manager.