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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 |
|---|---|
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 |
|---|---|
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. |
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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