Performance Reviews

IceHrm defines a clear and simple process for conducting performance reviews for your employees. The process can be broken down into the following steps.
Self Assessment
1.
Admin / Manager create a questionnaire for employee self-assessment
2.
Admin / Manager initiate a performance review for an employee
3.
The employee receives a notification about the performance review
4.
The employee fills in the self-assessment and submits it
360 Degree Feedback
1.
Admin / Manager create a questionnaire for getting feedback
2.
Admin / Manager creates feedback forms and assigns it to peers and connects each feedback into a review
3.
Employees provide feedback by filling in the questionnaire
Conducting performance review
1.
Create Performance Review templates and assign them to the Employee and Employee's Manager
2.
The manager uses the self-assessment and feedback as an indication to evaluate the employee for the given period
3.
The manager adds notes to the employees' performance review
How to Create a Review Template for an Employee?
In order to get feedback from employees about their work performance or about other colleagues’ work performance using IceHrm, you will need to create a template under performance review. To do this:
1. Log in to the Admin account or also you can log in as a Manager or Supervisor
2. Got to the Admin->Performance Review moduleon the Dashboard or Employees Module->Performance Reviews
3. IceHrm Performance Review module has three tabs:
a. Performance Review
b. Review Feedback
c. Review Template
4. First, you need to create a Review Template. 
5. Click on Add New in order to generate a new review template. Using Add Field option you can create your questions. 
6. When adding a Filed;
a. Add a Question ID — this should have lower case letters, numbers or _
b. Then Enter the Question
c. Then you need to select a Field Type –Under IceHrm performance review, you can add a few different field types according to your requirements. You can add a Text Field, Text Area or you can allow Select Options or File Upload or you can also allow entering Date or Time.
*** If you select the Text Area or Text Field, employees will be able to type a single sentence or multiple sentences in order to answer the question. If you select the Select option which means you can allow employees to select over options. You can add options under the next field which is Options.
How to Assign a Review Template to an Employee or a Manager?
Go to Performance Review->Add New to assign a performance review for a particular employee or Manager.
a. Select the Employee, you wish to assign the performance review
b. Select a Coordinator who is coordinating the performance review
c. Select Attendees who will be participating in the performance review meeting
d. You can select the Template as the next step. You won’t be able to do it if you haven’t created the Templates prior as I have explained in the first question. Select the right Template to the right employee.
e. Keep the Status as Pending if this hasn’t been processed yet.
f. Set up the Dates correctly and Save
How to Complete a Performance Review as an Employee?
Employees can view the Performance Review assessment from the Notification on the top bar Or else they can go to Performance Module->Reviews->selfassessment
How to Request Review Feedback from a Supervisor?
1.
Log in to the Admin account
2.
Under Performance Review module on Dashboard
3.
Click on to the Review Feedback tab
4.
Click on Add New in order to request feedback from employees
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How to Complete a Performance Review as a supervisor?
Managers can log in to their accounts and click on the notification on the top bar or they can go to their Performance Module->Review->Provide Feedback
How to View Employees Performance Review as a Supervisor?
Supervisors can view the Performance Review assessment from the Notification on the top bar Or they can go to Employees Module->Performance Review. Also, they can go to their Performance module->Review->Performance Review Coordinated by Me 
How to add a note for a performance review?
1.
Log in to the Admin account
2.
Go to Performance Review module on Dashboard
3.
Under Performance Review tab, employees’ reviews will be there
4.
Click on the Edit tool
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