Administrators / Executives/ Directors / Managers / Performance / Create a Performance Review Template (Goal-Setting, Check-Ins, Reviews)
Today, the focus of performance management is on employee development and succession planning. This means that performance management should include career pathing, skill building, engagement, and productivity.
Good managers provide on-going feedback and coaching to encourage their employees’ strengths. They offer continual comments of praise or correction over time. Feedback doesn’t end. It should be an ongoing cycle of encouragement or constructive input. Managers drive high performance through providing honest feedback, supporting their employees to learn, develop and grow, and providing opportunities for them to showcase their abilities.
Performance reviews need to be tied to ongoing coaching, learning and development, recognition, and mentorship. A review with a plan forward does not lead to development and growth.
To create a performance review:
Good managers provide on-going feedback and coaching to encourage their employees’ strengths. They offer continual comments of praise or correction over time. Feedback doesn’t end. It should be an ongoing cycle of encouragement or constructive input. Managers drive high performance through providing honest feedback, supporting their employees to learn, develop and grow, and providing opportunities for them to showcase their abilities.
Performance reviews need to be tied to ongoing coaching, learning and development, recognition, and mentorship. A review with a plan forward does not lead to development and growth.
To create a performance review:
- Click into the PERFORMANCE section.
- Click on the blue TEMPLATES button in the left menu to view all the active employee performance templates in the system.
- You can also create a new performance review. There are four different types of reviews available (goals, check-in, review, or report). Click the blue + icon beside the type of review that you want to create.
- Click the green PRE-DEFINED button to help you get started.
- Use the blue toggles to select whichever pre-defined options you want. Or use the blue SELECT ALL button to select them all at once.
- Scroll down click the blue ADD SELECTED TO TEMPLATE button.
- Add any other necessary information including name and description.
- Toggle Employee Response to "yes" if you want the employee to respond to your performance review.
- Keep the status set to "Active".
- Click SAVE PERFORMANCE TEMPLATE.
- Make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.