Workflow for self & manager review template
Workflows are useful in controlling the flow & status transitions of the distributed templates. They allow you to manage how the distributed template will move forward in the review process. In the section below, we have explained all the details of the workflow for self & manager review. If need occurs, HR person may reopen the form. Once reopened, the same flow & status transitions will continue from the beginning. As per the steps explained in above section, distributed template will move from one status to another according to the actions taken by team member & reviewer. These statuses will help you understand how far the progress has been made by users till date. In this workflow, both the parties, i.e. team member & reviewer can answer their questions in parallel. This is helpful when you want the team member & manager to respond to the questions independently. Whereas in first workflow team member has to complete his part and then the only reviewer can answer his questions. Not started: Once form is distributed and no action is taken by a team member or reviewer. Team member started: When only the team member has saved a draft. Reviewer started: When only the reviewer has saved a draft. Team member & reviewer started: When both, team member & reviewer have saved drafts. Reviewer submitted: When only the reviewer has submitted/shared responses. Team member submitted: When only the team member has submitted/shared responses. Team member & reviewer shared: When both, team member & reviewer have submitted/shared responses. Team member - Signed off: When team member agrees upon responses given by reviewer and signs off the form. Reviewer - Signed off: When reviewer also agrees with responses given by team member, adds his/her remarks in reviewers remarks section and shares with HR person and signs off the form. Complete: HR person (Who had distributed that form) adds HR remarks and clicks on complete option. Reopened: When the form is reopened for whatever reasons. Responses of both parties will be visible to each other only when both of them have shared. In this workflow, both the parties, i.e. team member & reviewer can answer their questions in parallel. This is helpful when you want to conduct One-On-One discussion/performance review. Not started: Once form is distributed and no action is taken by a team member or reviewer. Team member started: When only the team member has saved a draft. Reviewer started: When only the reviewer has saved a draft. Team member & reviewer started: When both, team member & reviewer have saved drafts. Reviewer submitted: When only the reviewer has submitted/shared responses. Team member submitted: When only the team member has submitted/shared responses. Team member & reviewer shared: When both, team member & reviewer have submitted/shared responses. Team member - Signed off: When team member agrees upon responses given by reviewer and signs off the form. Reviewer - Signed off: When reviewer also agrees with responses given by team member and signs off the form. Complete: When both team member and reviewer sign off form. Please note that these are system defined workflows if you need more workflowa that suit your review process feel free to create a request on our service desk. Team member assessment followed by the reviewer
Refer following steps to understand the workflow
Different statuses used In this workflow
Team member and reviewer in parallel
Different statuses used In this Workflow
One-On-One discussions
Refer following steps to understand the workflow
Different statuses used In this Workflow
On this page
In this section
- When to use self & manager review template?
- Workflow for self & manager review template
- How to distribute a self & manager review template?
- View responses page for self & manager review distribution
- How to design a self & manager review template?
- Add import OKRs option in the template
- One on one performance review