What can I learn from this page?
How to complete a performance review as a manager
Who is this page for?
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.
Start a performance review
1. Find any outstanding reviews by clicking on Home or navigating to Performance > select Reviews
2. Select any review under the Current section.
3. On the review landing page, you will be presented with two sections covering your direct reports and your review.
Review your team
To begin reviewing your direct reports, select View and Complete Manager Reviews
You will be presented with a list of your direct reports. Select any one of them to begin their review.
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 want to.
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 May 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.
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 Account Administrators and Managers can add a collaborator to a review once the scheduled Manager Review component has launched.
To add a collaborator:
1. From the Performance > Reviews > (select a Current Cycle) > View and complete manager reviews tile > Your direct reports list, find the person’s name and select three dots icon > manager collaborators
2. 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.
They will also see this request to collaborate as a task on the homepage under the Your overview section.
This will indicate the number of outstanding collaboration request tasks and progress in completing them.
Collaborators are able to action these tasks as well as view any completed tasks while the cycle is live.
Once given access, new collaborators can see your manager review and comment on each question.
In the profile view, they can also view sections of your direct reports profile according to their permissions. E.g. they will see any goals made visible to them by the goal owner and any feedback gathered inside and outside a performance review cycle (continuous and peer) that they have written about that employee.
Visibility of comments
Collaborator comments are only visible to the collaborator who has left the comments, the Manager who is completing the review and the HRBPs/Admins in their admin view.
They're visible to the above people when they view the individuals' performance review, listed under the questions that they're associated with.
Collaborator Comments are not visible to the employee at any point, even when the review is shared with them.
Collaborator Comments are not visible in the Dossier (they're only visible inside the actual performance review itself)
Collaborator Comments are not included in the Admin exports.
What they can’t do:
View or comment on the employees self-reflections directly.
Collaborators do not have any additional access to view the full profile of the employee if they are not the person’s manager.
You can also add a collaborator using the Manage Collaborators option on an individual direct report’s review
Collaborator Feedback Profile view:
Collaborator Goal Profile 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
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 May Be Shared with (employee name) 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:
Find any reviews by navigating to Performance > Reviews
Select a review under either the Current or Past sections
Sharing feedback from others
3. Share feedback that a direct report has received from others by first selecting the Share Feedback tile by navigating to the review landing page (Performance > Reviews > select Current or Past review). You can then either share feedback individually per direct report or bulk share for all direct reports.
4. To share feedback per direct report, select the Share Feedback button against the associated row or the Share Feedback option when viewing a direct report’s feedback.
5. To share all feedback with all direct reports, select the Share all Feedback option
Sharing manager review feedback
Share your feedback with your direct report by first selecting the Share Manager Reviews tile by navigating to the review landing page (Performance > Reviews > select Current or Past review). You can then either share feedback individually per direct report or bulk share for all direct reports.
To share feedback per direct report, select the Share Review button against the associated row or the Share Review option when viewing a direct report’s feedback.
To share all feedback with all direct reports, select the Share All Reviews option
Export reviews to PDF
As a manager, you can export 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.
There are two ways of exporting to PDF:
On the list of direct reports under your manager review (Share Manager Reviews tile), click on the three dots and select the Export PDF option for the associated row
When viewing details of a direct report’s manager review, select the Export PDF option