How do I set up a Performance Review?

So you've heard about our awesome new Performance Management Module, but you're not quite sure how to use it? Keep reading to find out how!

If you need help activating this feature, check out our help article here!

Once your Performance Management Module is activated, you can access it from your Company Home Page or from your Navigation tabs on the left side of your screen. 

1. From the Overviews page navigate to the "Templates" tab at the top of the page.
   
2. To create a new template select the "+ Review Template" button.
    
   
3. GoCo will then prompt you to name your review, provide a description, and personalize an icon. Select "Save and Continue" when complete.
   
4. The next step is optional. If you would like to set a schedule for this review to automatically start you can set it here or you can select "Skip". You can always come back to this step later by selecting the settings tab.
    
   1. When adding a schedule, GoCo will give you the option to select specific team members or select all active team members. Then it'll ask for the frequency and the scheduled date/ time for your review. 
      
5. Next, confirm your Notifications. Notifications will be set to automatic (default preferences) but if you wish to set custom notifications, follow the link on this page for more information.
6. Now review your Permissions, that is who has access to this template. Please note you will not be able to make changes on this page, but will have to adjust your Company Permissions.
7. Now you are in the Performance Review Start Form! By default GoCo has set to select a team member/s to start the review for and the review period for your team members' performance here. (⭐ Please note: If you do decide to add information here to be filled out by the Review Starter, then you cannot have a schedule set for this review to start automatically. This will result in the review not moving forward due to the required fields needed to start it.)
   
8. Next, start customizing your first task! Click "Employee Self Review" on the left side of your screen. Here you can customize your Performance Review by adding Performance Fields and Custom Fields!
   
   1. Here you can insert a Form Field into a task template. When the Performance Review is started, the Task Assignees are asked to fill in the Form Field data. You can add both Custom Fields & Performance Fields. Custom Fields are tied to the employee's profile & Performance Fields live in this specific Performance Review. 
      
      
       
      For example, you might add a Performance Field as an "Opinion Scale" to ask the team member to rate their Job Knowledge.
      
      
      Once added, your field will appear like so: For more information on Custom Fields, click here.
   2. Next, add any Variable Fields you would like to the task. Variable fields are often used as personalization tokens for tasks, such as "Employee Name", "Manager Name", etc.
      For example, you might say "Hello Employee Legal Full Name, please complete the following so that your Manager, Manager Legal Full Name, can review & proceed with the review process."
      
      

      🌟 Hint: You can also pull over information as a variable field that you collected with a previous custom field or performance field. (ex. pulling over a team member's self-rating for the manager to see when providing their own rating.

       

   3. Insert Links into a Performance Review.
      Anytime a company needs to have a Task Assignee go to an external website, using a link is a great option.
      Some link ideas are:
      

      - Visiting a training website

      - Linking to a website where an account needs to be provisioned/reviewed 

      - Linking to a video/image or other type of content pertinent to the task.
   4. Add Images to your Performance Review! Maybe a company logo?
   5. Adjust Task Assignees, Dates & Permissions to this specific task if you choose.

       

      ▲ Note: Due Dates set on the Task Template are dynamic and based on other dates in GoCo. This is because setting a fixed date does not make sense for a template, because the Due Date needs to be driven based on the timing of the Review itself.

      Once a Review Starts, the Due Date is auto-populated based on the rule set here.

       

9. Click on the next task, Manager Review, and utilize the same tools you used to create the Employee Self Review Task. This time customizing the task pertaining to the Manager's Performance Review Responsibilities.
   
   1. If you would like to add additional tasks to this review you can do so by selecting the "+Task" button on the bottom left of the screen and even group them if you'd like.
10. Navigate to the Fields Tab at the top of your screen.
    

    1. The Fields tab summarizes ALL the form fields being used within a Performance Review. This gives Admins a way to audit and view all the data for a Performance Review in a single place, without having to click around through tasks. The page tells you how many tasks each field is being used in. You can edit all fields in this tab.

11. Review & Publish: Once your workflow template is complete, click "Review and Publish".

Happy Reviewing! 🦖

If you have any additional questions, please reach out to your GoCo Client Success Team or email us at help@goco.io.

Updated 10.5.23