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Add review workflow steps including associate self-reviews, supervisor reviews, and HR steps
Manage permissions for reviewer groups to determine what actions they can take on the review
Add Due dates for various steps
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steps that
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will show
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in the timeline
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For more information on setting up Performance Check-ins or enabling the Goal Workflow, please see these articles: |
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For more information on setting up Performance Check-ins or enabling the Goal Workflow, please see these articles: |
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Determining Your Workflow
Before completing the settings on this page, it is useful to consider the following questions to help determine what configuration you will need for your review. If you are having trouble determining what’s right for your review, reach out to your Cognition Service Representative!
Does the Associate need to fill out a self-evaluation?
Are multiple levels of review needed either from managers in the associate’s pyramid or from special reviewer groups?
Will HR need to complete a review of the supervisor’s responses?
Will data from other systems or compensation data need to be included and communicated to the associate at the time of the performance meeting?
Associate Self Review
These settings determine which fields are shown and are required for the associate to fill out during their self-evaluation. If you do not need to enable the Associate Self Review, uncheck this and continue on to the next section!
Field Name | Description |
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Enable Associate Self Review | When checked, the associate will be required to do a self-evaluation. Unchecking will remove the self-evaluation step. |
Overall Rating [Hidden/Manual/Calculated] | This determines if the associate is required to give themselves 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 associate to describe their accomplishments in their overall evaluation. If required, the associate will not be able to submit without filling this field out. |
Opportunities Field [Hidden/Optional/Required] | Add an open text field for the associate to describe their opportunities in their overall evaluation. If required, the associate 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 associate to describe their focus for the next year in their overall evaluation. If required, the associate 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 associate to provide comments on their overall performance. To control comments on individual goals, use the Evaluation controls on the Goals Tab. |
Associate Self Review Label Settings
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Field | Description |
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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 1 Review
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Field | Description |
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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. Note: Editing an assessment would override and remove previous ratings and comments and allow a Level 2 Reviewer 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. |
Level 3 Review
The Level 3 review can be completed by either a pyramid supervisor (Level 1’s supervisor) of the associate or someone from a reviewer group that you have defined using a position. A Level 3 Reviewer may review a supervisor’s comments and evaluation, evaluate an associate in place of the Level 1 Reviewer, or provide their own additional feedback to the associate.
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Field | Description |
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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. |
Effective Date | This date determines when the results of the review become effective. |
Refusal Witness Required | Checking this will require a witness to be designated when an associate refuses a meeting acknowledgment.[Include Screenshot] |
Refusal Confirmation Text | This is the message that will show when a supervisor indicates that an associate has refused to acknowledge their Performance Meeting. The message will default to the following: By pressing "Confirm," I am stating that I had a meeting with this associate regarding their Performance Review and the associate refused to acknowledge this meeting. I understand that I may be contacted regarding this refusal.  |
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Remember to click the Update button after completing your edits to make sure they save. |