Once the input is in, you as the manager hold the review conversation with the employee. On the review, you record what was discussed: a summary, the assessment and the action items. You can also record the conversation, so HoorayHR suggests a summary and action items.
Schedule the conversation
Open the review and click Schedule meeting to plan the conversation with the employee. Keep the review deadline of the cycle in mind.
Document the conversation
During or after the conversation, fill in these parts of the review:
Summary. What was discussed and what are the conclusions?
Assessment. Only if the review cycle has a final assessment. You choose a score or rating.
Action items. Agreements for after the conversation, with who picks them up and a deadline.
The employee only sees the summary and the assessment once all managers have approved the review. You can tell by the label visible to employee after review.
On top of that, everyone on the review has a Private note. Only you see it, also after the review is completed.
Record the conversation
As a manager on the review, you can record the conversation. Click Add recording and choose one of these options:
Start recordingrecords the conversation through your microphone.Google MeetorMicrosoft Teamslets HoorayHR listen in on an online call.Upload recordingadds a recording you already have.
After the recording, HoorayHR suggests a summary and action items, in the language of the conversation. Click AI suggestions next to the summary to view and use the suggestion. You can then edit it however you like. The AI integration must be turned on for this.
If the review is up for approval or completed, you can only upload a recording.
Read here more about recording and AI suggestions. That article is about meetings, but recording works the same way for reviews.
Tip: Tell the employee at the start of the conversation that you're recording it.
Done? Read here how to approve and complete the review.
Related keywords: review conversation, review meeting, schedule meeting, review summary, action items, fill in assessment, record conversation, AI summary, private note, review report.