Performance Review
Installing this workflow tells Sense to run your performance review cycle from start to finish: once you kick off a cycle for chosen employees, Sense sends the review out, walks employees through their self-assessment, then hands it to their manager for feedback and sign-off, notifying everyone as each stage completes.
How it works
Start your performance cycle then let Sense run the review
To use the Performance Review workflow, simply install it from the Workflow Hub, which adds a Performance screen to your Employee Profile template.
Then, every time you select employees, all or specific, and choose 'Start Performance Cycle', Sense will automatically send each employee a review covering task management, collaboration, problem-solving, professional development and self-assessment, prompt them to sign off, then pass their answers to their manager to review, comment and sign off.
If an employee has more than one manager, then all of them are notified but only one needs to complete the manager section.
More performance workflows
See all performance workflows
Common questions
What kicks this workflow off?
An admin selecting all or specific employees and choosing 'Start Performance Cycle'.
How many steps does the review have?
Two by default: the employee completes their self-assessment and signs off, then their manager reviews it, adds comments and signs off. You can extend this to up to six steps and assign each one to an employee, manager or admin.
Who gets notified?
Employees get an email and to-do task to complete their review. Once they submit, their manager is notified the same way. The employee then gets a confirmation once their manager has finished.
What do the reviews cover?
The default questions cover task management, collaboration, problem-solving, professional development and self-assessment, all editable through the Screen Designer.