Reviews and calibration

In a review cycle you write a review of each person who reports to you. You may also approve who gives them peer feedback. Once writing has closed, you can see your team’s results.

Who can see their team's review cycles and results: Owner, HR admin, Manager.

Open the menu and select Work → Reviews. As a manager you have two extra tabs: Review cycles and Peer approvals.

How a review cycle runs

HR runs each cycle through these phases:

1. Nominations: peer reviewers are chosen, if the cycle has peer feedback.
2. Writing: everyone writes the reviews they were asked for.
3. Calibration: HR compares results across the organisation and may adjust scores. From here, you can see your team’s results.
4. Sharing: HR shares each result with the person reviewed.
5. Closed: nothing can change any more.

Who your reports’ manager is for a cycle is fixed when HR launches it. If someone moves to you later in the cycle, their review stays with the manager they had at launch.

Write a manager review

Your manager reviews are in To write, as Manager review, one for each report in the cycle.

1. In To write, select Write beside the review.
2. Answer each question. The review may ask you to rate their goals, and the competencies their role expects.
3. A review may ask you for Potential: how much more the person could take on. It places them on the 9-box with their final score, and is required to submit.
4. Select Save draft to come back later, or Submit when you have finished.

A submitted review can’t be changed. You can’t decline a manager review.

If the cycle has it switched on, the review page also shows the kudos your report received in the period, beside the form. It is there for context only: kudos never count in a score.

The writing assistant can help you word your answers, if your organisation uses it.

Approve peer reviewers

In some cycles, your reports suggest their own peer reviewers and you approve each one.

1. Open the Peer approvals tab.
2. Filter by cycle, or by status to see only those waiting.
3. Select Approve beside a suggestion. To approve several at once, tick them and select Approve selected.
4. To turn someone down, select Reject. You can give a reason: your report sees it, and can suggest someone else.

See your team’s results

Once the cycle reaches Calibration, you can see the results of your direct reports. Your reports themselves see their results only after HR shares them.

1. Open the Review cycles tab and select the cycle.
2. Open the Results tab. It lists each report’s final score, potential and 9-box place, and, where the cycle uses them, their review score and KPI score.
3. Select Open beside a person to see their result and the feedback shared with managers.

The 9-box tab places your reports on a grid of performance against potential.

Anonymous feedback

Peer and upward feedback may be anonymous. Only HR can see who wrote anonymous feedback. When too few people of one kind responded, their feedback is withheld from everyone but HR, and left out of the score, so nobody can work out who wrote it.

Calibration

During calibration, HR may adjust a score or a potential rating. A calibrated score is marked Calibrated, and the computed score is kept beside it. Only HR calibrates.

Acknowledge a result

Once a result is shared, you can acknowledge it too. Open the result and select Acknowledge, with a comment if you want to. Acknowledging says you have read it.

Related

• Your reviews: what your reports see
• Review cycles
• Calibration