The Workflow tab controls the evaluation workflow that your Performance Review will follow, including:
Steps that are included in the workflow
Permissions each reviewer group has
Due dates that display for various steps
Let’s walk through each of the sections on this tab and their corresponding settings.
Associate Self Review
These settings determine which fields are shown and are required for the associate to fill out during their self-evaluation.
Field Name | Description |
|---|---|
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:
|
Accomplishments Field [Hidden/Optional/Required] | Add an open text field for the associate to describe their accomplishments. 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. 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. 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
These settings control the labels that will appear for the associate review step when viewed in reports and on the review timelines:
Field Name | Description |
|---|---|
Ready Status Label | Controls the status label for when the evaluation is ready to be reviewed by the associate. This will default to “Ready for the Associate to Review”. |
In Progress Status Label | Controls the status label for when the associate has started their self-evaluation but not yet finished. This will default to “Associate Review In Progress”. |
Associate Timeline Label | This label will show in the associate’s timeline underneath the marker for their step. This will default to “Self Review”. |
Management Timeline Label | This label will show in the management timeline underneath the marker for the associate’s step. This will default to “Associate Review”. |
Due Date | This will show underneath the step in both the associate and management timeline. |
Management Review Settings
These settings determine which fields are shown and are required for management to fill out when they evaluate the associate.
Note: These settings will apply to any management role (Manager 1, Manager 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 |
|---|---|
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:
|
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. To control comments on individual goals, use the Evaluation controls on the Goals Tab. |
Associate Timeline Label | This label shows on the Associate’s timeline and encompasses all management steps (Manager 1, Manager 2, Compensation, etc.). This will default to “In Review” but should be changed to “Manager Review”. |
If you have the Progressive Development feature enabled in Cognition, you can show an associate’s Progressive Development records at the top of their performance review. Managers can reference these records to help inform their evaluation. These will not be visible to the associate during their self review or during the review meeting.
To add Progressive Development records, take note of these additional settings:
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 1 Review (Manager 1 Review)
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 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 (Manager 2 Review)
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. |
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 1’s review and/or leave their own evaluation. |
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
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. |
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. |
Ready for Meeting
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. |
Sign Offs
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. |
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