Performance Management
Managing Performance in Engage
28 articles
- Overview
- Accessing and Managing Performance Reviews
- Calendar ReviewsReview Cycle Builder
- Archiving Questions and TemplatesAdministrators now have the ability to archive both review questions and templates.
- Scoring and Weight Configuration in Performance ReviewsPerformance review scoring is determined through a combination of template-level configuration and cycle-level settings. Both must be aligned to ensure accurate and consistent score calculations.
- Sample Example: Score Calculation in a Performance ReviewThis example demonstrates how scores are calculated when combining template weights, process weights, and cycle configuration.
- Approvals: Approving or Returning ReviewsApprovers have the ability to add comments at the question level when reviewing an execution. This allows them to provide targeted feedback and request corrections before the review is finalized.
- Reports: Survey Responses as Data ElementsSurvey question responses can now be included as a data element in the report builder. This is helpful to be able to see how certain employees respond against certain questions…
- Goal CreationSupervisors/Evaluators can create goals for their direct reports
- Pre-Populated Questions & TemplatesNew accounts will now include pre-populated questions and templates during initial setup to help organizations get started more quickly.
- View Results - AdminAdmins can view review results for any participant in a review cycle from the Manage Reviews section. They also have the option to export review results as a PDF.
- View Results - Manager or Manager's ManagerManagers, Manager's Managers, and users with review responsibilities higher in the reporting hierarchy can view review results for their team members from the My Team section. They can also export…
- Share a reviewSharing reviews as an Admin and as a manager
- Delegate a ReviewReview delegation allows a manager or supervisor to assign their review responsibilities to another eligible reviewer. This helps ensure reviews are completed on time when the original reviewer is unavailable…
- Manager ResponsibilitiesHelp Articles that talk about Manager actions
- Submit a Self ReviewEmployees can complete their self review from the Performance Management Dashboard. Self reviews can be completed over multiple sessions, with progress automatically saved as a draft until the review is…
- Submit a Manager ReviewSupervisors complete employee performance reviews from the Performance Management Dashboard. Reviews can be saved as drafts while in progress and submitted once all required sections have been completed.
- Exclude Participants from a Onboarding and Anniversary Review Cycle
- External ReviewersAdmins can add External Reviewers as evaluators within a review cycle.
Setting Up Your Performance Reviews
Initial setup steps for creating a performance review
- Using The Question BankThe enhanced Question Bank allows admins to create structured, categorized, and rule-driven questions for performance reviews.
- Question Bank Rules ConfigurationRules enforces conditional logic based on how a reviewer responds to a question ensuring high-quality, contextual feedback.
- Creating a Review TemplateThe template builder aims to create a more user friendly and improved experience when creating a performance review template.
Employee Tasks in a Review
Details for an employee completing their performance review process
- Acknowledge and View Results – My ProfileThe View Results section in My Profile allows employees to review the outcomes of their performance reviews across different review cycles and process types.
- Approving Nominations - Peer ReviewsManagers review and confirm the contributors nominated by their direct reports.
- Employee adding Contributor Nominations for themselvesIf a review cycle is configured to allow Reviewees to Nominate Contributors, employees are responsible for selecting the contributors who will provide feedback for their review.