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Appogee HR: Performance Review Config

Applicable plans Leave HR Essentials HR Success


Required Roles Team Manager HR Manager Administrator ADU Manager




This feature is available as part of our Appogee HR Success package. If you're interested in upgrading to take advantage of this feature, please get in touch with the Sales team, email sales@appogeehr.com or speak to your Customer Success Representative.  


In this article: 

Review Type Templates

Details

Profile Data - Default Fields

Assessment Topics


Review Type Templates


Performance Reviews are categorised by configurable Review Types which allows you to customise the content of the review, based on its type. HR Managers have the ability to configure review types, either from within the review page itself, or from Profile Config. 


Reviews can consist of a number of optional sections

  • ProfileData
  • Leave Data
  • Shout-outs
  • Goal Reports
  • 360 Feedback
  • Manager and Employee Self Assessment Topics


Go to Process Config > Performance Config > Review Type Templates. 


There are various pre-configured Review Types which you can edit, or you can create your own by clicking the Create button. If you wish to edit the configuration of a Review Type, click the title. 




The configuration page is split into tabs, to assist you with the creation of the Template. 


Details


Within the Details tab, you can configure the Name and the Review Components, as follows: 

  • Review Doc
    • Profile Data
    • Leave Data
    • Shout-outs
    • Goal Reports
    • Manager & Employee Assessment
  • 360 Feedback 


For each of these components, you can choose whether Managers have the ability to override these sections within each Review - if you do not allow Override and the component is switched off, it will not show at all in the Review. If you allow Override with the component switched off, Managers will be able to see the component in the Review, which will be switched off by default, but have the ability to turn it on if they like. If you allow Override and the component is switched on, it will show by default in the Review, but can be switched off if the Manager wants to. 




Profile Data - Default Fields


The Profile Data - Default Fields tab allows you to choose which HR fields you want to show in the Review by default, and whether Managers have the ability to override this. For each template, you can have any combination of HR data stored with the Appogee HR system, including default fields you may have added. You can choose whether Managers have the ability to override this or not. If you select Managers are allowed to override, they will have the Select Fields button available to them in the Review Doc. 



Assessment Topics


Manager and Employee Assessment Topics can be configured which enables you to have different assessment topics for each Review Type Template. You're able to write a topic and some supporting descriptions to ask the Manager and the Employee when completing the Review. There's also the ability to choose whether Managers have the ability to override the Topics at the point of Review creation. If selected, Managers will be able to remove the pre-configured Topics or add new Topics as they see fit. 


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