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1. Viewing Direct Reports in Slack for Review
In Slack, managers will see a list of their direct reports for whom they need to complete performance reviews
2. View Self and Peer Reviews of Direct Reports in Slack
If a manager wants to see the self-review submitted by a direct report or the peer review received by the direct report, then manager needs to click on the “View Reviews” option displayed below the direct report’s name in Slack. This allows the manager to view both the self-review and peer reviews of the direct report before submitting their own performance feedback
3. Select Detailed Review Comment
After selecting the “View Reviews” option, the manager will see the peer reviews received by the direct report in Slack
Please note that if a peer review question includes both ratings and comments, Slack will display the average score as well as the ratings given by each peer. For full details, including all individual peer ratings and comments, managers can refer to the UI, where all peer ratings are fully visible
4. View Peer Review Ratings in Slack
If a peer review question is ratings-only, the manager can see only the average score of the peer review in Slack
Example: If two peers have given ratings for the same question, Slack will display the average score based on their responses
Important: Individual ratings given by each peer are not visible in Slack. To see each peer’s rating, managers need to check the UI. In your homepage, there will be a notification to write reviews for your direct reports, where you can access the full details if needed
5. View Self-Review Submitted by a Direct Report in Slack
If a manager wants to view the self-review submitted by a direct report, they need to click on the drop-down icon located at the top right of the review section in Slack
6. Select Self-Review Option in Slack
After clicking on the drop-down icon, the manager needs to select the “Self-Review” option
7. View Self-Review of a Direct Report in Slack
After selecting the “Self-Review” option, the self-review submitted by the direct report will be displayed in Slack
8. Submitting a Manager Review for a Direct Report in Slack
After reviewing the self-review submitted by the direct report and the peer reviews received, the manager can proceed to submit their own review. To start writing the review, click on the “Write Summary” option
9. Completing the Manager Summary Form in Slack
After clicking on “Write Summary,” all the questions included in your manager summary form will be displayed. Carefully go through each question and provide your responses
Scroll down to ensure that you have viewed and answered all questions before submitting the review
10. Responding to Rating-Based Questions
If a question requires a rating, click on the “Select an option” drop-down. A list of rating options based on the configured rating scale will appear. Choose the rating that best reflects your direct report’s performance
If you wish to change or remove your selected rating, click “Clear Selection”. This will reset your response and allow you to select a new rating if needed
11. Saving Manager Review as a Draft
If you are not ready to submit your responses, you can save your progress as a draft
Click on the “Save as a draft” option Once selected, all the responses you have entered will be securely saved. This allows you to return later, review your answers, and make any necessary edits before final submission
12. Choosing When to Submit Your Review
After clicking on Save as a draft, you will see two options:
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Yes, Submit Now – This will immediately submit your self-review
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I'll do it later – This allows you to keep your responses saved as a draft and complete the submission at a later time
If you are not fully ready to submit, you can choose I'll do it later option and return when you are confident about your responses
13. Confirm Submission Success
Once you click on “Yes, Submit Now,” option the manager’s review will be officially submitted. A confirmation message will appear, indicating that the review for the direct report has been successfully submitted
