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Quarterly Performance Review

bwap
Explorer
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Hello,

We plan to run a quarterly performance review process in our company. I'm looking for any advice on how the process can be put in place? Should we use multiple forms? Do you have calibration each quarter?

Regards

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DMeek723
Explorer
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We did this at our company and used one form with separate quarterly sections. After the manager completed their notes from a quarter and had their discussions with the employee, they would route the form to the next quarter. We made certain fields required for the manager to complete.

We also used the collaborative mode in the route map so employees had visibility into the form. It worked well for us. My suggestions is to TEST TEST TEST. And, make sure that you if you are using the automatic manager routing you verify that works as expected. We did that, and sometimes forms moved to quickly, particularly if managers were not timely about entering their notes.

bwap
Explorer
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Hello,

Thanks for the sharing. I was thinking to use 4 different forms as we expected to have an overall rating at the end of each quarter and may be a calibration also. I don't see how it can be possible in one form.