Ready to take a performance review of your Direct Report in Teamphoria? This step-by-step guide will walk through navigating to your Performance Profile and taking requested performance reviews of your direct reports. 

Step 1: Select the My Profile link in the left-hand navigation -- then click the Performance tab on your profile and make sure Reviews is selected. This will show your Performance Profile page.

Any performance reviews for you to take on others will be listed on the right hand side under Reviews For You to Complete. Your Direct Reports will automatically be listed here. Select Review next to the Direct Report you want to review.

managers using free employee review software tracking employee performance 

Step 3: Read the overview and when you're ready select the Start the Review button at the bottom of the page. The performance review will then launch with the first section open.

performance review software description page of employee review

Step 4: Answer each question in the performance review form with an asterisk, as those are required. Select Save and Continue at the end of each section to ensure your answers are saved. 

Select the paper icon within the performance review to add in manager notes that will only be visible to you and your HR Admin. 

Please note: You don't need to submit a performance review in one sitting. Any saved sections you will be able to return to if you can't complete in one sitting. To come back to an employee performance review select Exit Review.

When your performance review is complete, select Submit Review.

 employee review template for managers to take

 

Step 5: Once your performance review is submitted, you will be taken to the screen below. Select My Performance to be taken back to your performance profile to complete performance reviews on your other Direct Reports.


free employee review software review completion page


Step 6: On your performance profile, you will see a green check mark next to performance reviews that have been completed and submitted. If you do not see a green check mark, that means you did not submit the perfomance review. Select Review, complete the employee performance review, and then select Submit This Review. 


performance management on employee performance profile


That's it! You've now completed a performance review of your Direct Report in Teamphoria!