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Module: Reviews

Persona: Manager

Mark an Employee’s Review as Complete

In this lesson, we will look at how you can mark an employee’s review as ‘Complete’. The completion step is a manual process and must be actioned in order for a review to be considered complete in the platform – even when all feedback has been shared as part of the review.

Step One

Navigate to the Objectives and Reviews area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon.

If you are using our New Menu Feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Manage➡️Reviews

Select the Reviews title and proceed with step four.

Step Two

The Page will default to displaying the Objectives area of the platform. Click on the REVIEWS tab at the top of the page to take you to the reviews section of the platform.

Step Three

Select the MANAGE button in the top right-hand corner of your screen to access the Manager functions of the review area.

Remember that MYSELF mode will display all of your own reviews, whereas MANAGE mode will allow you to manage reviews on behalf of other employees (including the employees that you manage) and perform actions where you are the Reviewer.

Step Four

The Review Manager page will display a list of open reviews. To find a specific review (or type of review) you may wish to utilise the filters bar or interactive buttons at the top of the page.

Click on the Title of the review to open the Review details page.

Which reviews you are able to see in the list will depend on how your platform has been configured, and which permissions are associated with your account. For example, you may be able to view all of the reviews assigned to employees within your downline, or this may be restricted to your direct reports.

Step Five

Click on the three dots next to the manage button and select ‘Complete’ from the drop-down menu. There may also be a ‘Complete’ button on the page which you can utilise.

Step Six

The review has now been marked as Complete and the Reviewee and Reviewer will receive notifications to confirm this. Both parties will also have the ability to download the completed review in a PDF format.

Completed objectives will not appear automatically in the Objective Manager screen. To show completed objectives you will need to select the ‘Include Completed’ tick in the filters bar.