Want the manager to give a final assessment at the end of a review? Then turn on Assessment in the review cycle. After the conversation, the manager picks one of the options you set up, for example "Above expectation" or a score from 1 to 5.
Set up a final assessment
Open the review cycle and expand the
Assessmentsection.Turn on the
Assessmenttoggle.Choose a preset:
Score (1-5)orRating (3 levels). The second one has the options Below expectation, Neutral and Above expectation.Change the options as you like. You can change the labels and colors, and add options with
Add option.Save the review cycle.
The final assessment is optional. You can activate a review cycle without an assessment. If the cycle does have an assessment, the manager must fill it in before the review can be approved.
Note: Once reviews have started in the cycle, you can no longer change the assessment. This keeps the assessments in the cycle comparable. Want to use a different assessment? Duplicate the review cycle and set up a new assessment in the copy.
Read here how to duplicate a review cycle.
Related keywords: final assessment, review assessment, review score, rating, below expectation, above expectation, change assessment, performance rating.