Cognition Knowledge Base
Create a Performance Review
- Debra Jensen
- aseguin
- Sam Fellerer
To create a new Performance Review or Goal Setting process, you’ll first need to create a new process. Follow these steps to get started!
Create a Performance Review
Underneath the HR Menu, click on Performance Reviews.
To add a new Performance Review, click the Add New button on the Performance Review page.
Fill out the Information section. The table below includes all of the fields within the Information section along with descriptions of each field. Bolded fields are required to be filled out to make the Performance Review while other fields can be left blank or added later.
Field Name | Description |
|---|---|
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 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.
|
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. |
4. Once you’ve added your settings, click the Add Performance Review button at the bottom of the page.
Congratulations! You’ve taken the first step in adding your new performance review!
Information Tab
Once the Performance Review has been created, the Information Tab will show you the settings you selected upon initial Performance Review set-up, with a few updated sections to note:
Be sure to hit the “Update” button at the bottom of the page after making any changes!
Stage Section
The Stage section now displays a status summary of all of the associates in the Performance Review. You will return to this tab and click Start Performance Review when ready to move a Performance Review from Goal Setting mode to Performance Review mode.
Show on Dashboard
Once your review has started, you’ll use this section to add a review link on the Administrator Dashboard for your reviewer groups. Check or uncheck the groups that will need access to review associates. For information on adding a Performance Review link to the Student Dashboard, see here.
Got feedback? Have a question? Let us know!
Some Cognition features may require additional licensing. If your organization is interested in a feature seen here, please contact Reflection Software for more information.