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      Managing Reviews in HRLocker: A Comprehensive Guide

      scheduling reviews, conducting reviews

      HRLocker has introduced an enhanced Reviews feature, offering greater flexibility and customization. You can now create multiple review templates and assign them to specific offices for a more tailored approach to your reviews process.

      It's important to note that the availability of specific features may vary depending on your HRLocker package. If you have any questions about our Reviews feature, please reach out to HRLocker support.

      Overview:

      Admin View:

      • Admins have visibility of all employees with reviews enabled.
      • They can schedule reviews for employees, even if they are not the designated reviewers.
      • Both the reviewer and the employee receive an email notification when a review is scheduled.

      Manager View:

      • Managers see only the employees they are designated as reviewers for.
      • There is dashboard displaying annual leave, sick leave, CPD, salary, and bonus information for each employee.
      • Incomplete reviews are flagged with a warning icon

      Scheduling a Review:

      • Select Employee:

        • Choose the employee you want to schedule a review with.

      • Set Date, Time, and Duration:

        • Define the review details, including date, time, and duration.

      • Choose Template:

        • Select a template from the Review Type dropdown.
        • Templates published to the employee's office are available for assignment.

      • Email Notification:

        • Scheduling a review triggers an automatic email to the employee, prompting them to accept the review.
        • The email includes an iCal link for calendar integration.

      • Accepting a Review:

        • Once the employee accepts the review, both parties receive an email confirmation.
        • If the date/time doesn't suit, there is an option to reschedule the review.

      1. Employee-Initiated Reviews:

        • Employees can schedule their own reviews, sending an email to their manager for acceptance or rescheduling.

      Review Timeline:

      • Scheduled reviews appear in the employee's review timeline.
      • Click on a review to view details.
      • Different colors indicate the status of each review (legend available).

      Conducting the Review:

      1. Accepting the Review:

        • The review must be accepted before completion.
        • The "Accept" button is for the scheduled individual.

      2. Filling Relevant Fields:

        • Both employees and reviewers fill in applicable fields.

      3. Document Upload:

        • Relevant documents can be uploaded if necessary.

      4. Prompting Completion:

        • Admins can prompt employees and reviewers to complete their respective sections.

        • Both employees and managers can click "Share" to notify the other of saved changes.

      1. Completing the Review:

        • The reviewer clicks "Complete" first, moving the review to "Awaiting Feedback."
        • Once the review is in Awaiting Feedback, the employee can click "Complete."
        • No further edits are allowed.
        • Admins can mark a review as complete without individual completion.

        Deleting and Archiving Reviews:

        Deleting Reviews:

        • Only Admins can delete incomplete reviews permanently.
        • A review is incomplete until the employee completes their feedback.

        Archiving Reviews:

        • Managers can archive reviews at any stage.
        • Archived reviews are visible to Admins and reviewers but don't appear on the employee timeline.
        • Archived reviews can be un-archived.

        Note: Deleting a review is permanent, and archived reviews offer flexibility for record-keeping without cluttering the active timeline.

        For additional assistance, reach out to HRLocker support.