Snapshot - Reviews

The Reviews page enables users, managers, and administrators to view a summary of the user's performance reviews. The availability of certain functionality is determined by the user's permissions.

To access the Snapshot: Reviews page, go to Home > Universal Profile. Select the Snapshot tab. Then, select the Reviews widget.

The availability of this functionality is controlled by backend settings.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Snapshot - Reviews

Enables user to view the Reviews widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

 Universal Profile
Launch Off-Cycle Performance Review Task

Enables a user to launch an off-cycle performance review task. Having this permission does not guarantee that the user can launch an off-cycle review, only that they will have access to the Launch Performance Review page. A task must still be configured properly for the user to successfully launch an off-cycle review task. This permission works only if user has been designated to launch at least one currently active off-cycle performance review task. This permission can be constrained by OU, User's Subordinates, and Employee Relationship. This is an end user permission and does not apply to an administrator role.

View Team

The View Team flyout allows managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

The following options are available in the Options drop-down menu:

  • Launch Review - Select this option to launch an off-cycle performance review for the user whose Universal Profile page you are viewing. This option is only available if you have permission to launch off-cycle reviews, and an off-cycle review is available for the user. See Universal Profile - Options - Launch Review.

Sort By

The table of reviews can be sorted using the following sorting options within the Sort By drop-down menu at the top of the Reviews section:

  • Due Date - Select this option to sort the reviews in chronological order by due date, with the incomplete review with the soonest due date displayed first.
    • All incomplete reviews are displayed before all completed reviews.
    • Completed reviews are listed after incomplete reviews, with the most recently completed review displayed first.
    • Reviews with the same due date are then sorted alphabetically.
  • Completion Date - Select this option to sort the reviews in chronological order by completion date, with the most recently completed review displayed first. Reviews with a completion date of "N/A" are displayed first. Reviews with a due date are listed after completed reviews, with the review with the soonest due date displayed first. Reviews with the same completion date are then sorted alphabetically.
  • Start Date - Select this option to sort the reviews in chronological order by start date, with the reviews with the most recent start date displayed first. Reviews with the same start date are then sorted alphabetically.
  • Status - Select this option to sort the reviews by status. Reviews with the same status are then sorted alphabetically. Reviews are sorted in the following status order:
    • Not Started
    • In Progress
    • Completed
    • Expired
    • Incomplete

Display completed tasks

This option is selected by default. This ensures that users see historical performance review information as soon as they navigate to the page.

When this option is selected, the page includes reviews with a status of Completed. When this option is unselected, reviews with a status of Completed are hidden.

Reviews List

Note: A review task is only displayed on the Reviews page if it is visible to the reviewee. Administrators can configure whether a review task is visible to the reviewee when creating the performance review task. Administrators cannot hide a performance review task from a reviewee if the user is assigned a review step for the performance review.

The following information is displayed for each review in the Performance Reviews list:

  • Review Title - Users can select the review title to launch the review. See Performance Review - End User Overview.
  • Status - The current status of the review.
  • Review Period - The dates for the review period.
  • Start Date - The review start date.
  • Due Date - The review end date.
  • Completion Date - This is visible only if the review has been completed.
  • Rating - If the review is complete and a numeric rating has been configured to display for the review, then the value is displayed to the right of the review details. Note: The visibility of the rating is determined by the administrator when creating the performance review task.

Review Actions

The following review actions may be available from the actions drop-down menu to the right of the review:

  • Launch Review - Select this option to launch the review. The review opens to the step that is assigned to the user who is performing the action. Note: This option is not available for completed performance reviews. See Performance Review - End User Overview.
  • Print Review - Select this option to download a PDF of the reviewee version of the review.
  • Print Review - Manager Version - Select this option to download a PDF of all sections of the performance review, including all submitted responses. Note: This option is only available when viewing a subordinate's Snapshot.
  • Print Review - Reviewee Version - Select this option to download a PDF of only the sections that are visible to the reviewee. Note: This option is only available when viewing a subordinate's Snapshot.
  • Attachments - Select this option to view the attachments for the review. This opens the Attachments pop-up, in which users can select an attachment to view it. This option is only available if attachments are enabled for the performance review task and if the performance review has at least one attachment.
  • Work Offline - Select this option to download the review to Excel. This enables the user to complete the review offline. See Complete/Upload Offline Review Task.

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