What is the lifecycle of a self & manager (previously, performance) review type of base template?

Owned by Annu
Last updated: Oct 01, 2020
3 min read

 

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:

  1. Team member assessment followed by reviewer

  2. 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



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.

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 form is distributed and no action is taken by the 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 And 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 And 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.

  • Reviewer - Signed off: When reviewer adds his/her remarks in reviewers remarks section (if required) and signs off.

  • Complete: HR person adds their remarks (if required) and clicks on complete option.

  • Reopened: When the form is reopened by admin/super admin.