Reviews

Overview

Core offers comprehensive Human Resource Management features integrated into the application. Beside employee management, health and other benefits tracking, it includes a powerful HR-based function called employee review. It is an important tool in the overall employee management process. It enables you to maintain a complete history of job performance or salary reviews including scores for each section the employee was reviewed on. This feature can be used in making decisions such as how to best use the abilities of an employee to meet your company goals and how to compensate your employees on the basis of their review. These reviews help in providing feedback to the employees as well as the employer. Click to watch this video on reviewing employees in Core.

Employees are subjected to reviews or appraisals in companies on a regular basis. When it comes to measuring employee performance, each company has a set of criteria to be used to measure the contribution of its employees. This in turn affects how the company compensates them. Core allows you to first define a list of criteria that can be used for reviewing employees and then perform the actual evaluation. The reviewer grades the employees based on this predefined criteria by providing a score against those. You can use pre-defined review templates available in Core, edit or clone them to suit your preferences, or design one from scratch. Each employee review can have file attachments that are added to the record by the reviewer. Also, reviewers are notified via email when they are assigned employee reviews.

Note: You can get a visual overview of this feature in Core from the HR Management flowchart.

Field Descriptions

Basic Tasks

Create New Reviews

View Reports

Advanced Tasks

Add Documents

Preview Reviews

Email Reviews

Export Reviews

Apply Filters

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
Reviews > List View >
Name Name of the employee review, say Annual Performance Review.
Reviewer Name of the person doing the employee review. Core automatically creates an employee to-do for the reviewer, who gets a reminder notification on the due date of the review.
Status Status of the employee review, say whether it is in progress, completed or pending. When you answer any of the review questions, this status changes accordingly, say from Scheduled to In Progress or Completed.
Due Date Date when the employee review is due. Based on this date, Core can remind the reviewer 7, 3, 2 and 1 day prior to the review if the reminder has been set in User Preferences.
Reviews > Details >
Score It denotes the overall progress or rating of an employee's review.   Score % = (Total score from all fixed response questions in the review / Maximum possible score from the fixed response questions) x 100
Status Status of the employee review, say whether it is in progress, completed or pending. When you answer any of the review questions, this status changes accordingly, say from Scheduled to In Progress or Completed.
% Complete Percentage of completion of an employee's review. If it is less than 100%, you can resume the review later.   % Complete = (Total number of questions answered / Total number of questions) x 100

 

Create New Reviews

To create a new employee review, watch this video or follow these steps:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. Click Create New on the top-right.

    2. On the New Review dialog, enter the required information:

      • Review Name: Name of the employee review, say Annual Performance Review.

      • Review Template

      • Employee

      • Reviewer: Name of the person doing the employee review. Core automatically creates an employee to-do for the reviewer, who gets a reminder notification on the due date of the review.

      • Start Date

      • Due Date: Date when the employee review is due. Based on this date, Core can remind the reviewer 7, 3, 2 and 1 day prior to the review if the reminder has been set in User Preferences.

    3. Enter other information and click Save.

    4. Go to its detail view to review the data entered and also add Notes.


    5. The questions are displayed based on the review template selected. Enter or select the correct responses. Enter any Additional Notes for each question, if required.

    6. Click Save or Save & Done when completed.

Core calculates the score based on the responses entered by you and also displays the status and percentage of completion of the review, You have an option to resume the employee review if it is not 100% complete by clicking Edit on the top-right.

 

View Reports

To view a report:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

Add Documents

To add a document to an employee review:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    2. In the list view, select a review on the grid and click to see its details.

    1. In the detail view, click Edit at the top-right.

    2. In the edit view, scroll down to Documents and click Add Attachments.


    1. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.

      • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.

      • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.

      • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.

      • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.

      • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.

      • Box: To link files stored in your Box account, enter its Description and then browse for it.

      • Resource Library: To link company resources, select the resource from the library. This option is available only with Core CRM.

    2. Click Add.

    3. On the main screen, click Save or Save & Done.

  1. Core displays the attached files or links on the screen. You can click the Delete icon to remove any attachment.

Preview Reviews

Core allows you to preview and print the HR performance reviews.

To preview a review, watch this video or follow these steps:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. Select a review on the grid that you want to preview and click  to select Preview.

    2. The review displays in the viewer. You can click the relevant icon on the tool bar to print, export or email the review.

Email Reviews

In Core, you can email job or performance reviews to the relevant employees, supervisors or managers, as needed.

To email a review to an employee:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. Select the employee review on the grid that you want to email and click  to select Email.

    2. On the Compose Email screen, enter the required information:

      • To: You can send an email to multiple recipients and also copy them using the CC and BCC options. You can click on the Choose Contact icon to open the Address Book and select multiple individuals or groups to email. However, if you are using a trial version of Core, it does not allow more than 3 distinct recipients at a time. For paid subscriptions, this limit is 50 recipients at a time.

      • Subject: Subject line of the email. You can also insert smart fields into it using the Add Smart Field option on the right.

      • Message: It can be entered and edited using the formatting toolbar.

    1. Click Add Attachments at the bottom if you want to attach any files to the review. You can also drag-and-drop any file into the Compose Email window from your desktop or email program.

    2. Then click Send Message.

If the email is sent to an address that is no longer working, there is a bounce-back email sent to let you know about this.

Note: You cannot remove the default or system attachments. Only user-defined attachments can be added or removed. Core restricts the file size of the attachments to 10 MB and sends the attachments as a single zipped file.

 

Export Reviews

In Core, you can export employee reviews to the .csv format. Core exports data from all available columns and not just the columns visible in the grid.

To export review records to a .CSV file, watch this video or follow these steps:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. In the list view, click  on the right.

    2. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    3. Click Add Filters to specify more filters.

    4. When you have finished, click Apply Filter. You can see selective data now.

    5. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Reviews screen from the side menu > Human Resources > Reviews.

    1. In the list view, click  on the top-right.

    2. You can access this screen from the side menu under Favorites.

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