Reviews

'Reviews' is a landing page used to access some of the key evaluation screens that you may use on day-to-day basis.

There are up to four screens available in Reviews:

  • My Goal Reviews
  • My Check-in Reviews
  • My Checklists 
  • Clock In / Clock Out Exceptions

Navigate to the 'Reviews' screen by clicking on the icon in the Side Menu:

This article gives an overview of the Reviews screen and contains the following sections:
  1. Turning My Reviews ON
  2. My Goal Reviews
  3. My Check-ins Reviews
  4. My Checklists
  5. Clock In / Out Exceptions

1. Turning My Reviews ON

'Reviews' is turned OFF by default, so you will need to turn ON the relevant Navigation and Search items for all required HR Professional roles. 

Navigate to: Administration >> Security Roles >> Select Security Role >> Security Role Permissions

  1. Click on the Reviews folder.
  2. Turn ON the relevant items.
  3. Click Save.

2. My Goal Reviews

The 'My Goal Reviews' Screen is used by a user to manage their own Goals and any Goals they are the Reviewer for. This will be the main screen for Employees and Reviewers to manage their Goals tasks.

For more information, see: Goals

3. My Check-ins Reviews

The 'My Check-in Reviews' Screen is used by a user to manage their own Check-ins and any Check-ins they are the Reviewer for. This will be the main screen for Employees and Reviewers will use to manage their Check-in tasks.  

For more information, see: Check-ins

4. My Checklists

'My Checklists' is used to monitor the progress of any checklists that you are the owner of.

For more information, see: Checklists

5. Clock In / Out Exceptions

You can use the Clock In / Out Exceptions tab if you have the Time module and are using Clock In / Clock Out plans with enabled Exceptions. Clock In / Out records that break enabled Exception rules will be raised on the Exceptions Screen.