How to complete a performance review

If you received an email informing you that one or more performance reviews have been assigned to you, you can complete them from the evaluation monitoring page or the process monitoring page.

• From the evaluation monitoring page (recommended)
• From the process monitoring page

From the evaluation monitoring page

This page offers better visibility for monitoring employee performance reviews (see Evaluation Monitoring Page).

1. In Folks, navigate to the performance evaluation module (Career development > Performance).
2. On the evaluation monitoring page, click an employee to access the evaluations to complete.
3. On the employee’s evaluation monitoring page, click the appropriate tab (Supervisor, Peers or Self-Evaluation).
4. Click Start Evaluation to fill out the evaluation form.
5. When you’re done, click Save if you wish to finish the review later, or Submit to send it immediately.

From the process monitoring page

1. In Folks, navigate to the performance review module (Career Development > Performance).
2. Under Evaluations to complete, you will find all the evaluations you need to complete. Click on the name of the person to be reviewed in the appropriate section.
   • Your employees to evaluate (visible to managers only) - Reviews of employees under your supervision (see Completing an Employee's Review).
   • Your peers to evaluate - Reviews of colleagues assigned to you.
   • Your self-evaluations to complete - Self-evaluations you need to complete.
3. In the window that opens, fill out the evaluation form.
4. When you are finished, click Save if you wish to complete the review later, or Submit to send it immediately.

Completing an Employee's Evaluation

The employee evaluation is how a manager can review their employees in Folks. Here you will learn how to evaluate your employees, review the evaluation criteria, add comments and goals, and save or submit the reviews. Follow the instructions to successfully carry out this essential human resources management process.

In the employee evaluation form, you will find the following elements:

• Options Renew objectives and Restore previous objectives if this is a supervisor evaluation that includes objectives
• Evaluator's Toolbox
• Overall Rating (if requested)
• Supervisor's Evaluation
• Goal(s) Set by the Supervisor
• Evaluator's Comments
• Attachments

The form will only be valid once finalized by the evaluator, once they have clicked the Submit button. The form will then be converted into a result that can be viewed by clicking on the employee's ellipse.