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Performance Management

Managing Performance in Engage

26 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.