With Reviews in HoorayHR, you hold structured conversations that need to be on record, such as an annual performance review, a probation review or a performance improvement plan. The employee, the manager and, if you want, colleagues give input beforehand. The conversation ends with a report that both the manager and the employee approve.
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A review cycle sets what kind of review you hold. You choose who gives input, which questions are asked, when the reviews start and when the input and the conversation must be done. Start from one of the templates, such as a performance review or a probation review, or build the cycle yourself. With a schedule, reviews start automatically, for example every year or every quarter.
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Read here how to add a review cycle.
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Before the conversation, the employee, the manager and any peers (colleagues who work closely with the employee) answer the review questions. Everyone gets an invitation, and a reminder three days before the deadline. The manager decides when the input from the manager and peers becomes visible to the employee.
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Read here how to give input for a review.
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For each review cycle, you see which reviews are in preparation, which are in progress and which are behind on the deadline. On the Assessments tab, you see how the final assessments are spread, and you can export the results to Excel.
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Read here how to view the progress and assessments of a cycle.
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After the conversation, the manager writes a summary, gives an assessment and records action items. Then first the manager(s) and then the employee approve the review. This way you have a report that both sides have approved.
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Read here how to approve and complete a review.
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