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| Note | ||
|---|---|---|
| ||
This base template was previously referred to as Performance review. |
What is self & manager review base template
Self & manager review base template has three stakeholders - team member, reviewer and HR person. There are two types of workflows for self & manager review base template:
- Team member assessment followed by reviewer
- Team member and reviewer in parallel
Lifecycle of self & manager review base template
Let us see the lifecycle of self & manager review base template according to the first workflow.
1. Team member assessment followed by reviewer
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Form statuses involved according this workflow
- Import objectives: When objective import is applicable and reviewer has not imported objectives in the form.
- Not Started: Once the form is distributed and no action is taken by the team member.
- Team Member - In Progress: When team member starts self-assessment and saves the form as a draft.
- Team Member - Shared: When team member is done with self-assessment and shares form with reviewer.
- Reviewer - In Progress: When reviewer starts reviewing form shared by team member and saves his side as a draft.
- Reviewer - Shared: When reviewer completes his review and shares with team member.
- Team Member - Signed Off: When team member agrees upon responses given by reviewer and signs off the form.
- Reviewer - Signed Off: When reviewer adds his/her remarks in reviewers remarks section (if required) and signs off.
- Complete: HR user adds their remarks (if required) and clicks on complete.
- Reopened: When HR person reopens form for some reason.
2. Team member and Reviewer in parallel
In this workflow, unlike the first one, team member & reviewer can add their responses independently.
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