What can I learn from this page? | How to complete a performance review as a manager |
Who is this page for? | Managers |
As a manager, you play a critical role in performance development. You have the opportunity to share objective, actionable feedback about your direct reports using the Performance Review feature. Continue reading to learn more about how to start a performance review, submit a review, add collaborators to the review, and share review results with colleagues.
TIP: Take our Culture Amp Training course, The Performance review for managers to learn about every step in the review process for managers.
NOTE: Your account may be hosted on our EU server, if so you will notice ".eu." at the start of your account URL. For customers on our EU server, please use the following link to access the Performance review for managers training course.
Start a performance review
Find any outstanding reviews by clicking on Home or navigating to Reviews>> select Performance reviews (under Direct Reports).
Select any review marked as In Session.
Review your team
Your direct reports will appear on the right of your screen, along with the ability to view each employee's profile. Use employee profiles to reference previous feedback, self-reflections, reviews, goals, or your private notes about them.
Your review responses are auto-saved as you write. You can jump to another review and respond in any order if you wish.
Until your administrator closes the performance review cycle, you can edit your responses even after you submit your feedback.
Any question with an indicator of Will be shared with (employee name) can be shared with your direct report by you or your administrator.
Once reviews are complete, you will able to see them for all employees reporting up to you (both indirect and direct reports). You can also filter employees to focus on certain performance groups.
Add Collaborators
Need help completing your review? Culture Amp lets you collaborate with another person on your review to ensure your feedback is timely and actionable. Both administrators and managers can add a collaborator to a review once the scheduled Manager Review component has launched.
To add a collaborator:
From the reviews > direct reports: performance review dashboard, find the individual and select three dots icon > manager collaborators
See current collaborators and search for users to add new collaborators.
After adding collaborators:
New collaborators will receive notifications via email and in their Inbox.
Once given access, new collaborators can see your manager review and comment on each question.
They can also view sections of your direct report's profile according to their permissions. (e.g. they will see any goals made visible to them by the goal owner and any feedback they have written about that employee).
Feedback dossier view:
Goal Dossier view:
In order for collaborator notes to be visible to the manager and admin, the collaborator must select "share comments" at the bottom of the review form
NOTE:
You can add or remove collaborators at any time before the cycle is closed. When collaborators are removed, their comments will persist but they no longer have access to the review.
Collaborators do not have any additional access to view the full dossier of the employee if they are not the person’s manager.
Collaborator notes are only visible to the collaborator, the manager, skip-level managers (if applicable), and your performance administrator. Your direct report will not see these comments if you decide to share the review with your direct report.
Sharing reviews and Review Acknowledgements
Managers can share reviews with their direct reports if your People team enables this capability. Once enabled, you can share responses to review questions marked with an asterisk (*) directly with your team members.
If Review Acknowledgements have been included in the performance review cycle, employees will also be able to mark their review as acknowledged following the review conversation with their manager. It’s important to note that the ability to acknowledge a review is only made available once the review has been shared with the employee.
Share reviews with your direct reports using the steps below:
Navigate to the Reviews dropdown
Select Performance reviews (under Direct Reports) and find the cycle you're interested in sharing.
Locate the individual direct report select the share icon on the right side of their record
TIP: You can share reviews with your entire team by clicking on the arrow icon at the top right of the manager view. This will show the questions that will be shared, but will not generate a preview.
Export reviews to PDF
As a manager, you can download your direct or indirect report's review to PDF at any time. The PDF will include all questions, not just the ones shared with your employee.