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Performance Reviews (Employees and Managers)

By Madhurima M and 1 other
• 18 articles

Selecting Objectives for Performance Reviews in Peoplebox

https://youtu.be/4VF9QU0Zucc 1. Introduction You will learn the step-by-step process to create, weight, and submit your Objectives Introduction 2. Open Define Goals Section Click the "Define Goals" button to start selecting your pre set Objectives. You can also create new Objectives here Open Define Goals Section 3. Include an Existing Objective Click "Include" to add an existing objective to your goal selection Include an Existing Objective 4. Initiate Goal Creation To create a new goal from scratch and include it here by clicking on "Create Goal" Initiate Goal Creation 5. Add the Newly Created Goal Once the new goal is created, click on "Include" to add it to your goal selection Add the Newly Created Goal 6. Set Equal Weights Click "Set Equal Weights" to distribute the goal weights equally Set Equal Weights 7. Adjust Goal Weights Manually Alternatively, you can also manually set the goal weights, making sure it totals up to 100% Adjust Goal Weights Manually 8. Exclude Unnecessary Goals You can exclude any goals that you feel are not required by clicking on "Exclude" icon Exclude Unnecessary Goals 9. Submit Goals Once the goals have been included and goal weights have been assigned, click on "Submit" to send them for approval Submit Goals 10. Confirm Submission Click "Yes" to confirm that you want to submit the goals Confirm Submission 11. View Submission Status Once the goals have been submitted, the status will appear as "Submitted" View Submission Status

Last updated on Nov 10, 2025

How to Define and Approve Goals as a Manager

Click here to watch the video! 1. Click "Approve Goals" Click "Approve Goals" to begin the goal approval process Click 'Approve Goals' 2. Click "Define" Once you click on Approve Goals, you will see a list of your direct reports for whom you need to approve the goals. Click on "Define" to select the goals for your direct reports Click 'Define' 3. Click "Include" for adding goals You can see all the goals that fall under the selected goal configuration displayed in the list below. Click Include to add the required goals for goal selection Click 'Include' for adding goals 4. Remove any Goal If you feel that any goal is not required for the goal selection, you can remove it by clicking on the Exclude Goal icon (-) Remove any Goal 5. Click Create Goal You can also create a goal by clicking on the Create Goal button. Once created, it will appear in the list below. You can then Include that goal for approval Click Create Goal 6. Click Set Equal Weights Click “Set Equal Weights” to distribute the goal weights evenly across all selected goals Click Set Equal Weights 7. Manually Update weights You can also adjust the weights manually by clicking on the value bar Manually Update weights 8. Ensure Total weights sum up to 100% After the goal weights have been assigned either equally or manually, please ensure that the total weights sum up to 100% Ensure Total weights sum up to 100% 9. Click Approve Once the goal selection is done, click on "Approve" Click Approve 10. Click Yes To Confirm Click “Yes” to confirm and complete the approval Click Yes To Confirm 11. Click Approved Status You can verify that the status has been updated to Approved Click Approved Status

Last updated on Nov 17, 2025

How to Edit Goals Included in a Review Cycle

Click here to watch the video! This article explains how to edit goals that are already included in an active review cycle. Goal edits are only possible under certain conditions, and in most cases, your admin will need to un-submit specific items before you can make changes. Conditions & Required Admin Actions 1. Goals approved by the manager, but no self-review or manager summary submitted The admin needs to un-submit the goals. After that, you can follow the steps in this article to edit your goals. 2. Goals approved by the manager and self-review submitted The admin needs to un-submit the self-review first and then un-submit the goals. Once completed, you can follow the steps in this article to make any edits. 3. Goals approved by the manager, self-review submitted, and manager summary submitted The admin needs to un-submit the manager summary first, then un-submit the self-review, and finally un-submit the goals. After these actions are completed, you can follow the steps in this article to edit your goals. 1. Navigate to "Define Goals" option Click “Define Goals” on your homepage to define your goals for the review cycle Navigate to 'Define Goals' option 2. Click on "Exclude Goal" icon Select the goal you’d like to edit. On the right side of the goal, you’ll find the “Exclude Goal” (-) option. Please click on it to proceed Click on 'Exclude Goal' icon 3. Click on "Goals" module After clicking the “Exclude Goal” option, go to the "Goals" module to open your goals Click on 'Goals' module 4. Choose goal to edit Select the goal you want to edit, and then click the three dots next to it to proceed Choose goal to edit 5. Click on "Edit" Once you click "Edit", you’ll be able to make the necessary changes Click on 'Edit' 6. Navigate to your homepage Once all the changes are made, go to your homepage to define your goals Navigate to your homepage 7. Define your goals Click on the “Define Goals” Option Define your goals 8. Include Goal Include the excluded goal by clicking on the “Include” option Include Goal 9. Re-assign weights You will need to reassign weights to the included goal again Re-assign weights 10. Submit Goal Changes Click “Submit” to finalize and submit your defined goals Submit Goal Changes 11. Confirm Submission Click "Yes" to confirm Confirm Submission

Last updated on Nov 17, 2025

How to Write Reviews for Direct Reports Goals and Competencies as a Manager

Click here to watch the video! 1. Navigate to Write Reviews Click the “Write Reviews” option to begin reviewing your direct reports Navigate to Write Reviews 2. Review Your Direct Reports You will see a list of your direct reports who need to be reviewed. Click the “Write” option to begin the review process Review Your Direct Reports 3. View Direct Report’s Self-Review While reviewing your direct report, you can also view the self-review they have submitted for their goals and competencies. This can be found on the right side of the screen under "Review Summary" View Direct Report’s Self-Review 4. Provide Ratings for Your Goals You will see a list of your direct report’s goals. Review each goal by selecting a rating from 1 to 5 Provide Ratings for Your Goals 5. Add Comments You can also add comments for each goal in the comments section while providing your rating Add Comments 6. View Description Once you have reviewed your direct report’s goals, proceed to rate their competencies. The description for each competency can be viewed by clicking the dropdown icon beside it View Description 7. Rate and Comment on Competencies Rate the competencies assigned to your direct report' on a scale of 1 to 5. You may also provide comments for each competency Rate and Comment on Competencies 8. Submit Review Form After completing all ratings and comments for your direct report’s goals and competencies, click “Submit” to finalize the review Submit Review Form 9. Confirm Submission Click "Submit" again to confirm your review submission Confirm Submission 10. Review Your Submitted Responses Once you submit your review, you can also view the responses and comments you have provided. However, you will not be able to make any changes after submission Review Your Submitted Responses

Last updated on Nov 18, 2025

Accessing Your Review Results: A Step-by-Step Guide

Click here to watch the video! 1. Access the View Results Section Click on the View Results option from the home page to view the reviews that have been submitted to you during the review process Access the View Results Section 2. Review All Submitted Feedback After clicking View Results, you will see all the reviews you have received. In this example, you can see the Self Review and Manager Review listed Review All Submitted Feedback 3. Download Your Review Summary From this same page, you also have the option to download the review PDF for your reference Download Your Review Summary 4. Alternative Access Through the Reviews Module You can also access your review results directly from the Reviews module. Click on the Reviews option from the side navigation Alternative Access Through the Reviews Module 5. Open the Review Results Click on the View option to open and see the reviews you have received during the review cycle process Open the Review Results 6. View Consistent Results Across Both Sections The results displayed here are the same as the ones you viewed from the home page under View Results. Both sections show identical review summaries for the same review cycle View Consistent Results Across Both Sections 7. Download the PDF from This View You can also download the PDF of your review directly from this page Download the PDF from This View 8. Important Notes About Accessing Your Review Results Please note that you will be able to view your review results only after the review PDF has been released to you. Until the PDF is released, the submitted reviews will not be visible. Additionally: - The View Results option on the home page will disappear 30 days after the review PDF is released. - If the review cycle is closed, the home page View Results option will also no longer be visible. In both cases, the only way to access your review results is by downloading the review PDF from the Reviews module! Important Notes About Accessing Your Review Results

Last updated on Nov 18, 2025

Managing Goals with Restricted Visibility

Click here to watch the video! 1. What is Custom Visibility? Custom visibility allows you to restrict who can view a goal. When you create a goal with custom visibility, only the creator, owner, admin, or the specific departments and individuals you select will have access to view the goal. This ensures that goal visibility is controlled and limited to only those who need access 2. Open Define Goals Section Click on the Define Goals option to begin creating and defining goals for your review cycle Open Define Goals Section 3. Understanding Excluded Goals When you open Define Goals, some goals appear under Excluded Goals. For certain goals the Include Goal button will be greyed out — this happens when the manager does not have visibility for that goal Understanding Excluded Goals 4. Checking the Goal in the Goals Module Go to the Goals module and open the goal that cannot be added. You will notice that it has Custom Visibility enabled, which restricts who can view the goal Checking the Goal in the Goals Module 5. Initiate Goal Editing Click Edit on the goal to update its visibility settings. This will allow you to adjust who can access and review the goal Initiate Goal Editing 6. Editing Goal Visibility After clicking Edit Goal, the goal editing interface will open. Scroll down to the Visibility section and click Edit Editing Goal Visibility 7. Visibility Options Under Visibility, click Edit. You’ll see two options: Departments with Visibility which allows specific departments to view the goal. Individuals with Visibility which grants visibility to selected users Visibility Options 8. Updating Visibility Add the manager of the goal owner (or any required individual/department) under visibility, then click Save Updating Visibility 9. Confirm Changes Save the updated goal so that the new visibility settings are applied Confirm Changes 10. Goal Now Available for Review Cycle Return to Define Goals. You will now see the option to include the goal in the review cycle, as the visibility requirement has been fulfilled Goal Now Available for Review Cycle 11. Changing Visibility to Include the Goal If you do not want to manage custom visibility for a goal, you can change the visibility setting to Public or Private based on your preference. Once updated, the goal can be included in the review cycle, as the visibility restriction will no longer prevent it from being added

Last updated on Dec 02, 2025

How Goal Sheets Provide Read-Only Access to Reviews for Employees

Click here to watch the video! 1. Accessing Ongoing Review Cycles On the homepage, after the My Tasks section, you will see the Ongoing Review Cycles section. This section displays the active review cycles available to you. To view a review cycle, click the Open option next to the review cycle name Accessing Ongoing Review Cycles 2. Accessing Your Goal Sheet If you do not have any direct reports, only the For You option will be displayed. Under the "For You" section, by clicking the Goal Sheet option, you will be able to see the self-review form you submitted in read-only mode. The Goal Sheet displays all goal blocks, competencies, and other form sections exactly as submitted Accessing Your Goal Sheet 3. View Team Goal Sheets If you have direct reports, you will see the For People You Work With option. The For You option will also be visible if you have submitted a self-review. From the For People You Work With option, a manager can view the Goal Sheets of their team, including both direct and indirect reports. In this view, managers can see the reviews they have submitted for their direct reports, as well as the feedback provided to indirect reports by their respective managers. To access these details, click the greater-than icon under the "Team Goal Sheet" option View Team Goal Sheets 4. Select Team After clicking on the Team Goal Sheet option, managers can access the Goal Sheets for the reviewees they have permission to view. Managers can filter the team based on their preference: Entire Team – View review details for both direct and indirect reports Direct Reports – View review details only for direct reports Indirect Reports – View review details only for indirect reports This filtering allows managers to view Goal Sheets according to their specific requirements Select Team 5. View Team Goal Sheet Details After selecting a team, all details for the selected team will be displayed. In this view: For Direct Reports, you can see the reviews submitted by you to your direct reports. For Indirect Reports, you can see the feedback they have received from their respective managers. To check any specific reviewee response, click the View Sheet button next to the reviewee name. This will open the responses in read-only mode View Team Goal Sheet Details

Last updated on Dec 15, 2025