Self and manager review template is typically used for quarterly, semi-annual, or annual reviews where team members are being reviewed by managers. Apart from this, it also serves some other use cases like one-on-one discussions and confidential reviews. For these use cases, self and manager review template has different workflows. This document talks about how to use and manage distributions of self and manager review.
Create
Navigate to Forms >> Templates >> Create new template >> Self and manager review
Seleect the relevant default workflow and click on Next. This lands on the self and manager review template builder.
Using Add a field and Fields settings tab, add any type of question available in the form builder. Read Manage Templates | Create. Form creation process is the same for every template, the difference is only for form users. For example, in this form user types are team member reviewer and HR user. Same or different questionnaire can be added for all them, unlike 360 review templates where same questionnaire is available for all types of reviwers/ . Also, read Types of questions that can added in templates form builder.
Workflows
In Self and manager review there are three types of workflows -
Team member assessment followed by the reviewer - Used most widely for manager’s review after team members self assessment.
One-on-one discussions - Used to conduct one-on-one discussions
Team member and reviewer in parallel - In first workflow both team member and reviewer cannot add responses at the same, it is possible in this workflow. Read more about Self & manager review template workflows | Workflows here.
Distribute
As explained in Manage distributions. The process of distribution is the same for all types of templates. However in case of self and manager review, there are two differences -
Type of reviewers - Apart from the team member it also includes HR users as an optional type of reviewer.
Import OKRs - Self and manager review additionally has an Import OKRs option that allows to make OKRs a part of review process.
Cosindering multiple types of reviewer types in self and manager review, UpRaise allows to import an Excel file that contains the list of reviewers. Once can easylity prepare the file and export directly instead of manually setting up users to distribute forms. Read Bulk importing users to a distribution via Excel upload.
After distribution, admin/HR (whoever distributes the form) would want to keep an eye on the form statuses. They may want to generate some reports by exporting forms or creating user-wise reports, all of this is possible on the view responses page.
As shown in above image, there are three tabs on the view responses page.
Forms - Displays all the forms in the distribution
Reports - Generate report with the given distribution right away, instead to navigating to reports section
Details - All the distribution details.
Forms
As shown in the above image, Forms tab is all about the forms and their information and actions. From this tab, the top char shows the statuses of the forms.
Filters to search for specific set of users.
Plus icon allows to add more user pairs in the ongoing distribution.
Actions (…) beside plus sign have actions like Export to Excel, Start/stop accepting inputs, and Extend due date. These options work at the distribution level. Below that, provided is the list of users added in the form like the team member, reviewers and HR users from left to right.
Every form is displayed with its current status, scores, assignee, etc.
Green pencil icon dictates that form is still accepting input. When form is closed, red pencil icon will be displayed and it won’t accept any input.
Actions (…) has options like Export to Excel, Start/stop accepting input, Print & Delete. This will be available for each team member and work at user level only.
View option to open and view individual form.
Reports
This tab has 2 reports for self and manager reviews. Clicking on the report generates a report for the current distribution. This is a handy way to generate a report instead of navigating to Reports section in the app. Read Reports.
Details
This section is quite self-explanatory. This tab contains all the distribution details added while creating a distribution. A handy way to check the distribution setup.
