RTR Guide for Admins Real Time Reviews, Admins David Rynne
How to activate Real Time Reviews
Real Time Reviews, (RTR) is available from our Premium package and above. It may be necessary to activate RTR for your company. If you are on this package and wish to use RTR, contact HRLocker support using the chat bubble and we will enable it for you.
How to access RTR
RTR can be accessed using the RTR button on the Black ribbon at the top of your screen if you cannot see this button, it is because RTR has not been activated in your personal settings page. You can turn it on by doing the following:
- Click on your name on the top left corner of the screen
- Click on the settings button on the Green Ribbon
- Tick the box that says 'Enable RTR'
Before you start scheduling and completing your reviews, you should configure it to match your performance management goals and review structure.
Each of your offices will have a new RTR settings tab
Editing the settings in the RTR settings page will not alter any existing reviews, the changes will only apply to reviews that are created after the change is made
Customise Labels in your reviews
This is where you can change the names of the various tabs that make up the RTR review. You can also add a short description to help your managers and employees complete the review correctly
If you edit these, please make sure you submit your changes before leaving the page
The sentiment ratings will appear in the Review tab as a separate rating to the Performance Metrics which can also be enabled. You can choose to enable or disable these ratings and customise them based on your own requirements
Performance metrics can be enabled or disabled. They will appear in a separate tab at the end of the review. The first element is the Overall rating for the review and this is what will be reported on most of the time
You can customise which types of review are available for your manager and employees when they are scheduling their reviews
Once RTR is enabled and you have configured the settings, you can click on the RTR button on the Black Ribbon to access it.
If you have granted yourself RTR Admin status, you will see a list of every employee who has RTR enabled on the left hand panel
You will see a number of options to filter the list of employees to help you find the employee you are looking for. There is also a search box
Admins and Managers have access to the RTR dashboard for each employee. Clicking the icon next to the employee's name will open a window with some details of the employee's leave, training and sickness record. The dashboard will show sick days taken in the current leave year, as well as sick leave from the previous rolling 12 month period
Scheduling a review
As an Admin, you can schedule a review for any employee. This review will be scheduled between the employee and their designated RTR reviewer. The reviewee and the reviewer will both get an email alerting them of this review with an option to add this appointment to their calendar (eg Outlook or Google calendars)
You can also view any reviews that have been created by yourself or by others.
As an admin you can only edit reviews for employees who you are the RTR reviewer for.
The Review Timeline
Reviews, once they are scheduled, are displayed in a timeline, you can select the review by clicking on it. The colour of the review indicates it's status and there is a legend on screen to state what each colour means.
Completing the review
If the review has not yet been accepted, press the accept button.
Enter your text into the text fields. Some tabs require both manager and employee input, and others are just for either the employee or the manager.
If the ratings are enabled, then these need to be completed before the manager can complete the review.
Documents can be uploaded in the Review tab for the Manager, and Employee Feedback tab for employees.
The Manager needs to complete their part of the review before the employee can complete their feedback. If the manager has not completed all the relevant fields, then the complete button will not be available until all sections are complete.
Once the review is complete by both the manager and the employee, the review is now complete and cannot be edited or deleted. The view will change to a summary view with all the data displayed on a single screen to make it easier to review
As a Admin, you can delete any incomplete review. A review is deemed to be incomplete at any point from when it is created, to when the employee completes their feedback. Deleting a review is permanent and can not be restored later.
As an Admin, you can only archive any review here you are the reviewer. You can do this at any stage of the review process. These archived reviews will be visible to admins and reviewers and will not appear on the employee timeline. Archived reviews can be un-archived
RTR includes a suite of detailed reports which can be accessed from the reports section https://login.hrlocker.com/Reports/RTRDownloads