Review Task Central - Reviewer View

The reviewer view allows users to navigate between their current review step and any other assigned steps.

To access reviewer view, go to PERFORMANCE > PERFORMANCE REVIEWS and select the My Assigned Reviews tab. Select the appropriate link in the Title column.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Performance Features Self Activation Grants access to the Feature Activation Preferences page, where an administrator can activate new features associated with Performance. This is an administrator permission. Performance - Administration

Standard Tasks

The following information applies to standard tasks.

Review Actions Menu

The Review Actions Menu lets users navigate between any review step assigned to them. The step the reviewer is currently working on is highlighted. The step titles displayed are the same step titles that display in the Performance Review Workflow.

Note: If enabled, a Bulk Actions item may appear on this list. See Review Task Central - Bulk Reopen.

Navigation Panel

All reviews assigned for a step appear in the left navigation panel. Reviewees can use the left navigation panel to move between reviewees and review sections.

To access review step sections, select a reviewee name. Their available sections appear in the right panel to complete.

The navigation panel also displays the name of the option selected on the Review Actions Menu.

For each reviewee, the navigation panel provides the following information:

  • Green check - The task is Completed.
  • Red warning icon - The task is Past due.
  • Blue dot - The task is In Progress.
  • Co-planner - The reviewer is a co-planner.
  • Reopened - The step is reopened
  • Due date - The due date for each reviewee's review.

Filter

Use the following filters to filter the reviewee list by step status:

  • All
  • In Progress
  • Past Due
  • Not Started
  • Completed

Search

Use the Search by Name field to locate reviewees by name.

Off-Cycle Task

The reviewee view for an off-cycle task displays each occurrence of the off-cycle task in the left navigation menu and the header.

Reviewees can filter by step status or off-cycle task name.