Mass distribution of Manager/Employee-Reviews

Objective

The objective of this guide is to enable HR Managers to distribute Manager/Employee-Reviews to many employees and supervisors at once.

Process

HR Manager
Identifies the requirement for Manager/ Employee- Reviews
HR Manager
Creates Manager/ Employee- Review
HR Manager
Distributes Manager/ Employee- Review to appropriate employees

Click Through

  • Start in HR HUB
  • Under Talent Management, click on Review Distributions
  • Click on + New
    • Prefill All Employees: Unless required, leave the 'Prefill All Employees' box unchecked
    • Distribution Type: Select Manager/Employee
    • Plan Distribution On: Select the date the Review is to be distributed on. From this date on, you can add employees to the review.
    • Review Template:
      • Same Template For All: Use this if all employees are being reviewed regardless of their Job Profile, or position in order to evaluate all employees against a set criteria
      • Template by Job Profile: Use this if all employees are being assessed by a common Job Profile
    • Select Template: Select a Review Template that has previously been created
    • Due Date: Enter a date when the review is due to take place
  • Save
  • Employees
    • Click on the three dots in the table and select Add Existing Employee
    • Select Employee(s) for the review
    • Click Add at the bottom
    • Depending on the number of employees, it may take a few seconds until they show up in the list.
  • Areas
    • Add an Area (optional)
      • An Area can be added as per organizational requirements, or, as an additional identifier for the employee undergoing review.
    • Click on the three dots in the table and select Add Existing Area
    • Look for records by typing the first letters
    • Select an area
    • Click Add at the bottom
  • Departments
    • Add a department (optional)
      • A Department can be added as per organizational requirements, or, as an additional identifier for the employee undergoing review.
    • Click on the three dots in the table and select Add Existing Department
    • Look for records by typing the first letters
    • Select the required department
    • Click Add at the bottom
  • Job Profiles
    • Add a job profile (optional)
      • A Job Profile can be added as per organizational requirements, or, as an additional identifier for the employee undergoing review.
    • Click on the three dots in the table and select Add Existing Job Profile
    • Look for records by typing the first letters
    • Select the required Job Profile
    • Click Add at the bottom
  • Click on Next Stage
  • Review information entered for accuracy
  • Click Finish

Hint

  • The 'Plan Distribution' Date cannot be in the past.
  • If distributing for more than one employee, this can be done by the HR Manager only.
  • If distributing for one employee only, this can be done by the HR Manager and Supervisor.

Result

After entering all the data and clicking 'Finish", the Manager/Employee Review will be distributed to the selected employee(s).
Image

Tips & Tricks

If you were not able to mass-distribute Manager/Employee-Reviews as described above, please check the following:
HR