Edit your Performance Review

When your performance review has been generated, you are notified by email, and a Performance Review link appears on your home page.

Your manager can edit your KPIs before sending the review to you, and then they can start completing the manager section at the same time you are completing the employee section. However, your manager cannot see the information that you enter until you submit it, and you cannot see the manager's information until you acknowledge your review (step 6 of the
Performance Review Overview diagram).

Note: If you open your performance review while your manager is editing it, you will get the following message: Record Locked: You cannot access this record because another user is editing it. Please try again later.

1. Click the Performance Review link on your home page to open your performance review.
2. Click the Edit button at the bottom of the page to start editing your performance review.

   Note: You can click Save (at the bottom of the page) at any time to save your changes and come back to your review later. 

   The different sections of the Performance Review page are explained in the following image and table (below image).

   

   	Employee comment: Enter an overall comment about your performance. You can also add comments to each Key Performance Indicator (KPI) and Behaviour record.
   	Employee Scores - KPIs: This field shows the "KPI ratings incomplete" message until you have edited all of the Key Performance Indicator records and added ratings for yourself. When you have completed all of your ratings, this field will display a calculated value. - Behaviours: This field shows the "Behaviour ratings incomplete" message until you have edited all of the Behaviour records and added ratings for yourself. When you have completed all of your ratings, this field will display a calculated value. Note: You cannot submit your performance review until you complete all of the KPI and Behaviour ratings. - Overall: When you have completed all of your KPI and Behaviour ratings, ESS calculates an average of these ratings.
   	Key Performance Indicators: Click the edit icon beside each Key Performance Indicator record and then complete your rating and comment.
   	Behaviours: Click the edit icon beside each Behaviour record and then complete your rating and comment.
   	Development Plan: Click to add Goals to your development plan. Goals without an Actual completion date will be carried over to your next performance review.
   	Documents: Click to attach a document or image that relates to your performance.

3. Click Save at any time to save your changes.

   When you have completed all of your KPI and Behaviour ratings, the Complete Assessment button is visible.

4. Click Complete Assessment to submit your performance review to your manager to complete.
5. After you complete your performance review, you can click the View as PDF button to view and print a copy of the report. At this stage, the report will show only the details that you completed.

Topic: 41506