Support Category: Performance | Performance Reviews


Specialist Notes:


Performance Reviews are the process through which People Leaders (managers) and their teams gain a shared understanding of work expectations and goals, exchange performance feedback, identify learning and development opportunities, and evaluate performance results.

Users are assigned Performance Review tasks, which can be accessed by navigating to the 'Your Action Items' page.


IMPORTANT!


There is a group of users who are assigned a different Performance Review task. These tasks include "Bonus Evaluation" in the title and are intended for EAG (Employee Agreement) users.

To verify whether a user has been assigned this type of task, navigate to the User’s Record and select the Snapshot tab. Then, click the Reviews tile.


  • If the Reviews page displays a task with "Bonus Evaluation" in the title, refer to Performance Reviews | Bonus Evaluation Task SR.

  • If the user has a "Performance Evaluation" task assigned instead, refer to the information below.


HOW SHOULD WE ASSIST?

  • Review the Performance Review | Common Inquiries SR as well as the standard responses available in the Performance Review KB folder. If the information is not found, there is a guide available.

  • When using the guide to further assist users, please open it on your end to locate the relevant information and attempt to assist the user directly.

  • You may provide the user-facing link if appropriate, but always try to locate the answer yourself before sending it.

  • To identify the current step of the user’s Performance Review, you may ask clarifying questions or proxy into the user’s account.

Internal Guide:
End-User Links that work with SSO:


Canned Response Code: /AEG02


Standard Response:


Kindly note that you can access your Performance Reviews by following the steps below:

1. Click the ‘Your Action Items' flag icon on your homepage. This will take you to your Actions page.


2. Select the item you need to complete by clicking its title or the 'Launch' button.

Here’s a link to the guide on navigating your Performance Evaluation. Please click HERE.

If you experience any difficulty or are unable to view your Performance Review items, please let me know.