RTR - Guide for Managers Real-Time Reviews, RTR managers guide
What exactly is RTR?
RTR stands for Real-Time Reviews. This is your way to engage and communicate with your employees, to request reviews, and to leave feedback for your employees on HRLocker.
HRLocker believes in Open and Transparent workplaces so we have built a review system that allows two-way communication between employees and managers.
How do I access RTR?
That's easy. If RTR is enabled for your company, just click on the RTR button on the black ribbon!
If you cannot see the button, you may need to request that it is enabled for you by your company HRLocker admin
Understanding your RTR screen.
RTR is broken up into two main sections, your employee list, and the review panels.
The Employee list includes yourself and any employees who you have been assigned to review.
The employee list has filters to help you find whom you are looking for.
Your employees have a dashboard that will display some basic information about their annual leave, sick leave, and training assigned to them.
There will be an icon next to their name if they have reviews that require attention.
The review panels allow you to schedule reviews and displays reviews that have been scheduled or have been completed.
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.
If you like, you can schedule a review with your manager by clicking the green button, selecting the review type, choosing a date and a time, and pressing the Confirm button. This will generate an email to your manager asking them to accept, or reschedule the review.
Pressing Confirm will save the review and you will now see that this review is in your timeline. Because you only have one review now, this is automatically in focus.
You can schedule multiple reviews for yourself now, or begin scheduling reviews for your employees by clicking on their names in the employee list.
Scheduling a review
As a manager, you can schedule a review for any employee that you have been assigned to manage. Scheduling a review will automatically send an email to your employee asking them to accept the review. It will also include an Ical link to add this to their calendar.
Once they accept the review, you will get an email saying that it has been accepted and you can add the appointment to our calendar.
How to complete your review
The Review Timeline
Reviews, once they are scheduled, are displayed in a timeline, you can select the review by clicking on it. The color of the review indicates it's status and there is a legend on the screen to state what each color 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
Only an Admin can delete reviews, and they can only delete incomplete reviews. 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 a Manager, you can archive any review at any stage. 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 You need to be granted reports access to be able to see these.