Review Task Central

Review Task Central provides reviewers an easy way to view and work on all their assigned performance review steps in one location. Additionally, it is easy to see which performance tasks are due and where to find them.

Once an administrator enables Review Task Central, users can:

  • Filter by review status
  • Search for reviewees by name
  • View all previous off-cycle tasks

Before Review Task Central functionality is visible, an administrator must enable it. See Activating Review Task Central.

Important: Once activated, Review task Central cannot be reverted.

Once activated, Review Task Central provides access to:

Additionally, Review Task Central provides a new Skill Assessment type that integrates a user's skills profile into performance reviews and updates the skills profile as part of a performance review task. It is not possible to add step weight to the Skill Assessment Form Section.

Review Actions Menu

Selecting Review Actions Menu opens the Review Actions menu. This menu:

  • Allows users to navigate between assigned review steps.
  • Highlights the step the reviewer is currently working on.
  • Displays step titles that are displayed in the Performance Review Workflow.
  • Displays the Bulk Actions option, if enabled.
  • Consolidates links to performance reviews. If a manager has 20 direct reports, they will see only one link that opens to all 20 reviews.

Status Changes

All performance tasks that use Task Central now show new statuses as follows:

  • Open: There are actionable steps to complete.
  • Closed: There is no current action that can be taken on that review.

This change applies to the Universal Profile Actions, Scheduled Tasks, Action Items, and Performance Review Summary pages.

Note: The filters on the Performance Review Summary Page will be mapped to the new open and closed statuses.

Due Date Changes

The following due date changes now apply:

  • The due date associated with the task central link will represent a consolidated due date. This applies to the due date field on the Universal Profile - Actions, Performance Review Summary, Scheduled Tasks, and Actions items pages.
  • If there is an action to complete on the task, and the status is open, the due date shows the earliest due date in the step.

The due date for the review step is also visible in the section header.

Reviewee View

A new Review Actions Menu allows users to:

  • Navigate between the review step they are currently on and any other steps they are assigned.
  • Access bulk actions, if enabled.​

Reviewee Menu

Reviewers can:

  • Move between reviewees or review sections.
  • View when a review is completed, in progress, or past due.
  • View the due date for each review.
  • View all the reviews assigned for that step in the left-hand navigation bar.

Statuses and Tags

The reviewee menu now displays three status icons:

  • Completed: Green check mark icon
  • Past due: Red warning sign icon
  • In progress: Blue dot icon

Tags appear above reviewee names to identify when a step is re-opened or if the reviewer is serving as a co-planner for that reviewee.

Off-cycle Tasks

The review view applies to Off-cycle tasks as follows:

  • The Off-cycle task shows each occurrence of that task in the reviewer menu.
  • The Off-cycle task title is visible in the reviewee header.
  • Reviewees can filter by step status or off-cycle task name.
  • The Off-cycle task name displays below the reviewee name.
  • A reviewer will see all reviews assigned for that step in the left navigation bar.

Form Sections

Form sections are the building blocks of the review process in Task Central, allowing the customization of reviews to meet the specific needs of the organization and its employees. Review Task Central provides the following form sections:

  • Competency Assessment: Allows inclusion of a competency assessment in performance review tasks for both standard and off-cycle reviews.
  • Competency: Enables reviewers and reviewees to rate and comment on performance regarding selected competencies during the review period.
  • Development Plan: Allows reviewers to add training and action steps to a development plan for the reviewee during the performance review task.
  • Evidence Collection: Used in conjunction with Competency Assessment review sections to gather evidence related to competencies.
  • Goal Planning: Facilitates setting goals for the next period within the performance review.
  • Goal Rating: Allows reviewers to rate the employee’s performance against approved goals within the performance review period.
  • Question List: Contains basic questions about the employee’s overall performance with a rating scale for responses.
  • Sign Off: Includes signature lines for a printed copy of the review or allows for an electronic signature directly in the system.
  • Skills Profile - Enables users to view and manage skills they have, skills they want to develop, and skills they do not want to develop.

Users can add each form section multiple time within a single task. Note: This does not apply to the Skills Profile section, which can only be added once per task.

Buttons and Navigation

Task Central button names and navigation on the review task changed to the following:​

  • Save for later button: Save and exit the review.
  • Next button: Save and move to the next section.
  • Previous button: Save and move to the previous section.
  • X in top right corner of screen: Save and exit.

When a user navigates away from a task in Task Central, that task is automatically saved.

REVIEW.LINK email tag and Single Sign On (SSO)

If Review Task Central is enabled, the REVIEW.LINK email tag in Step Assigned and Step Due emails allows the use of an SSO deep link, if SSO is enabled in the portal.

Note: The REVIEW.LINK email tag only works with Task Central for step due and step assigned emails.

Starter Guide

Click here to download the Review Task Central Starter Guide.

Considerations

  • Task Administration: Review Summary
    • The Confirmation page is not available after Review Task Central is enabled.
    • Task Central uses aggregated links to access review tasks, so the tags used in Task List Names will not render. Instead, use a generic name, such as “2022 Manager Review”.​​
  • During the early adopter period, Review Task Central does not support the following:
    • Discuss or decline review functionality for off-cycle tasks.
    • Review previews. ​
  • During the early adopter period, only the following links are available under the options menu in the review: ​
    • Add co-planner​
    • Attachments​
    • Employee details ​
    • Print review
  • Tags in Task Administration cannot be used for Task Central.