Overview
The finalisation of a review is completed by the manager of the Reviewee. The manager is the employee set as Reports to within a persons employment position.
- Finalised Review
- A finalised review is a review that has had all the submissions sent by the reviewers and the manager has determined which reviews will be used to calculate the final score, known as the Finalised Rating.
Permissions
To finalise a performance review, managers will need the permission Manage Performance Reviews over the applicable employees.
Finalising a review
When finalising a review, a manger can be selective of which reviews to include and therefore the system gives the two scores upon finalisation:
- Finalised Rating - This is the score of only the selected reviews taken in the finalisation.
- Overall Rating - This is the score of all the reviews submitted, even if they are not included in finalisation.
Other employee scores are only visible when you have the permissions Manage Performance Reviews or View Performance Reviews over those employees. Without one of those permissions, you will only be able to see your own review score.
To finalise a review, the manager will follow the below steps.
- From the For me to finalise pod in the Performance Management Dashboard,
or from the Reviews tab, the manager will click on the Finalise button. - In the box that appears, they will follow the 3 step process:
- Review and select final score reviews - The manager will select which reviews they would like to base the final score on.
- Review and select comments - The manager will select which comments they want to make visible to the subject of the review.
- Final score settings - The manager will select whether they want the subject of the review to view the final scores and receive a notification by email.
- Review and select final score reviews - The manager will select which reviews they would like to base the final score on.
- Once these details are completed, the manager will click Finalise to complete the process. This is when they will see confirmation of the Final Rating
If the toggle Show final scores to reviewee was turned off in the finalisation process, a manager can turn it on afterwards by locating the review from the Reviews tab, click on the eye icon to view the review summary and turn the toggle on.
Can I undo the finalisation of a review?
Yes, you can unfinalise a review by locating the review from the Reviews tab and click on the eye icon to view the review summary.
From the box that appears, click on the button Unfinalise.
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