Reviews | Peoplebox Help Center

How to Create a Performance Review Cycle

- Click "Reviews" - Click "Create New Cycle" - Select the type of review you want to create either a 360-degree review or a Performance review - Next, you will be taken to a page where you need to enter the review title. Click on the "Title" field - On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle. To enable a reviewer type, click the toggle switch next to the desired option. If you would like to include Goals and Competencies in the Review Cycle, you can enable them in this section - Click "Create Form" to create customizable review forms for each review selected in the configuration stage. Refer to this article to know more: https://help2.peoplebox.ai/hc/peoplebox-help-center/articles/1722596801-creating-all-forms - In the Reviewees step you can select reviewees. You can also bulk upload CSV along with the competencies if enabled. Refer to this article to know more: https://help2.peoplebox.ai/hc/peoplebox-help-center/articles/1722624023-reviewee-setup - Reviewers are the employees who would write reviews for other employees - At last, we have the verify step, where we can review all the choices made and confirm on it

Last updated on Sep 02, 2024

How to run a Calibration Process

1.Click on the Review Cycle to open it 2.Navigate to "CALIBRATION" tab 3.Click "Edit Columns" to add questions to the calibration view 4.Click "Questions" to add the necessary questions 5.Click "Goals" to choose the goal scores option 6.You can also add the Custom Columns by clicking on this option 7.Click here to add the calibrated score

Last updated on Sep 02, 2024

How to find your Slack Email address

- If you didn't get a notification for your performance review in Slack, mostly it would be because your email address in Slack and email address in our system is different. Here is how you can find your slack email address: - Click on your profile icon at the bottom left in Slack - Click on "Profile" - You can find your email ID under the "Contact Information" option

Last updated on Sep 02, 2024

Writing Reviews for your Manager

1.Go to Peoplebox: Open Peoplebox through your email or just login with your Google/Microsoft login 2.On the homepage click "Write Manager Review" to review your manager 3.Go to each section in the review and answer the questions. Your responses will be autosaved 4.Once all done, click on Submit Review 5.ClickSubmit on the confirmation dialog to complete your submission. And you are all set!

Last updated on Sep 02, 2024

Writing Reviews for your Peers

1.You will find Write Peer Reviews notification in the homepage. Click "Write Peer Reviews" 2.You will find list of all peers who you have to give reviews 3.Go to each section and write your reviews 4.Once all done, submit review. Alternatively, you can come back to it later when you want to finish it. All your data will be autosaved. 5.Click Submit on the confirmation dialog to ensure that you submit. And you are all set!

Last updated on Sep 02, 2024

Write Self-Reviews

1.Click "Write Self Review" on the Homepage 2.Select the relevant review options 3.Your responses will be autosaved, then click on "Submit" 4.Click Submit on the confirmation dialog to ensure that you submit. And you are all set!

Last updated on Sep 02, 2024

How to Approve Goals as a Manager

Tip: Important Points: Employee should have a minimum goal count as 3 and a maximum goal count as 8 Weight of every goal is recommended to be a minimum of 10% and a maximum of 40% Goals should be SMART (Specific, Measurable, Attainable, Relevant, Time bound) 1.Click "Approve Goals" on the Homepage 2.You will find list of all reviewees who have submitted the Goals. Click on "Review" to review each 3.You can make changes to the weights, please ensure goals total weight is 100% 4.You can also create the Goal for the reviewee by clicking on "Create Goal" 5.Ensure the owner selected is the employee that you are reviewing 6.Re-assign weights if a goal is added or removed. Then Click "Approve" 7.Click Yes on the confirmation dialog to ensure that you submit. And you are all set!

Last updated on Sep 02, 2024

How to Approve Peers as a Manager

1.Click "Approve Peers" button in the list of your actions in homepage 2.You'd see all your direct reports who are part of the review cycle. Click on "Approve" 3.You can click on "Select all Peers" to approve everyone, or you can manually choose whom to approve. Alternatively, you can reject them as well 4.You can also add any peers who have been missed by your report, as a manager 5.Search for them and add them 6.Once you are all set, you can click on "Approve Peers" 7.Click "Yes" to confirm

Last updated on Sep 02, 2024

Nominating Peers to give feedback

1.Click "Select Peers" in the Homepage. You can access this using the link that is sent to your email as well 2.You can select for peers by searching for them in the list. Please note, your manager, direct reports and already selected peers won't show up in the peers list 3.Click "Submit for Approval". Now the nominated reviewers name shall be shared with your manager for approval 4.Confirm that you are done nominating the peers by selecting "Yes".

Last updated on Sep 02, 2024

Writing Reviews for your Direct report as Manager

1.Click "Write Reviews" on the Homepage 2.This page shows all your direct reports who you are going to review. Click on "Write" to review them 3.Choose the appropriate review options 4.When all the questions are answered click "Submit" 5.Click Submit on the confirmation dialog to ensure that you submit. And you are all set!

Last updated on Sep 02, 2024

Remove a Reviewee from a Review Cycle

1.On the left sidebar of your dashboard, click on the "Reviews" icon Note: Only Admins can remove Reviewees from the active Review Cycle 2.Open the "Review Cycle" you want to work on 3.On the Reviewees tab choose the Reviewee you want to remove and click on "Manage Reviewee" 4.Select the three vertical dots in the upper right corner and click "Remove Reviewee" 5.Type "REMOVE" and click on the Remove button below, the Reviewee will be removed from the Review Cycle

Last updated on Sep 26, 2024

Un submit Self-Reviews

1.On the left sidebar of your dashboard, click on the "Reviews" icon 2.Open the "Review Cycle" you want to work on 3.On the Reviewees tab, select the Reviewee and click "Manage Reviewee" to Un submit their self-review 4.Click the three dots beside the Reviewee and select "Unsubmit Review" 5.Finally, click "Un submit," and the Reviewee's self-review will be removed

Last updated on Sep 26, 2024

How to Un-submit Manager Summary

1.On the left sidebar of your dashboard, click on the "Reviews" icon 2.Open the "Review Cycle" you want to work on 3.On the Reviewees tab, select the Reviewee and click "Manage Reviewee" to Un submit their Manager Summary 4.Click the three dots beside the Manager and select "Unsubmit Review" 5.Finally, click "Un submit," and the Manager Summary will be removed

Last updated on Sep 02, 2024

Changing Manager in Performance Reviews

- On the left sidebar of your dashboard, click on the "Reviews" icon. - Open the "Review Cycle" you want to work on. - On the Reviewees tab, select the Reviewee and click "Manage Reviewee" to change their manager. - Click the three dots beside the Manager and select "Change Manager". - Enter the name of the new manager for the Reviewee, then click "Change" to update the manager. Note: Please read the terms and conditions before changing the manager.

Last updated on Sep 03, 2024

How to Un-submit Goals

1.On the left sidebar of your dashboard, click on the "Reviews" icon 2.Open the "Review Cycle" you want to work on 3.On the Reviewees tab, select the Reviewee and click "Manage Reviewee" to Un submit their Goals 4.Click the three dots beside the Reviewee and select "Un submit Goals" 5.Finally, click "Un submit," and the reviewee's goals will be successfully removed

Last updated on Sep 02, 2024

How to write self-review on web

1.Visit the Peoplebox homepage. Under "My Task," select the review cycle you want, and click on "Write Self Review" 2.Once you have completed all the questions in the self-review form, click on "Submit" 3.Once submitted, you will not be able to make any changes to the review form

Last updated on Sep 02, 2024

How Auto-calculated (formula based) scores work

Please refer to this link to understand how auto-calculated (formula-based) scores work: https://youtu.be/085BHVLsn6c

Last updated on Sep 02, 2024

[Slack] Writing reviews as manager along with Goals

Please refer to this link to learn how to write reviews as a manager and set goals on Slack: https://youtu.be/GS8WpMQUYZI

Last updated on Sep 02, 2024

[Slack] Writing reviews as manager along with Goals

Please refer to this link showing how to write reviews as a manager along with setting goals on Slack: https://youtu.be/GS8WpMQUYZI

Last updated on Sep 02, 2024

Can't find your Direct Report's Goals? Troubleshooting guide

If you don’t see the expected direct report’s goals, check the following: 1. Is the goal is created with parent-child relationship? (Applicable for KRA/KPI) If your organization is following a KRA/KPI format - ensure your direct reports have KRIs. In the above example, "Sell 1 million iPhones" & their children would show up. But Launch 500 Apple stores won't. Because "Launch 500 Apple Stores" doesn't have any KRI. 2. Has the goal been assigned to your direct report? Go to the Goals tab and click on your direct report on the left side. All the goals that you see for the relevant cycle are what you would see in the goal approval screen 3. Is the goal for the correct goal cycle for the review assessment type? Check if the cycle is correct for the goals set. For your review cycle, there would be a pre-defined set of goal cycles (eg: last 2 quarters or last 1 year). Ensure that your goals are in those correct cycles.

Last updated on Sep 02, 2024

Creating All Forms

- Click "Forms" - Click the dropdown arrow and select to add "Custom Attributes" - To create a custom attribute, enter the attribute name in the text box - Click "Save & Continue" - Click "Create Form". We need to create forms for all the attributes - You can either "Create from Scratch" or "Choose from Templates" - Choose any of the blocks from this list - Click the "QUESTION" field to enter the question - You can toggle on "Required" button to make the question mandate - If you toggle on the "Private" button, then the responses won't be visible to the employee - You can make use of the optional field if you want to select or create the section for the questions added - You can choose the response type as either "Rating" or "Open Text" - Click "Create Another Block" or "New Block" at the top right corner to add new blocks - Click "Goal" to add the goal block to the forms if goals were enabled during the configuration step - Click "Competency" if enabled in the configuration step - Select "Weighted Score" from the drop-down box - Click "Overall Weighted Score" or "Sectional Score" to calculate weighted score - Choose "Set Equal Weights" or manually assign the weights - Click "Add Weighted Score Block" - Click "Save & Continue"

Last updated on Sep 02, 2024

Reviewee Setup

- Click Reviewees - You can use the Filters panel to sort reviewees by Department, Location, Managers, and Tenure - To manually add reviewees, click the "+" button - To include all employees, select "Add Everyone" - To upload the Reviewees list with competencies and custom attributes, choose "Import CSV" - Click "Download" to get the pre-filled CSV template, then update your data accordingly - Choose "Click here to upload CSV" to add your updated file

Last updated on Sep 02, 2024

Creating Goals for Performance Review

Tip: Important Points: 1. Employee should have a minimum goal count as 3 and a maximum goal count as 8 2. Weight of every goal is recommended to be a minimum of 10% and a maximum of 40% 3. Goals should be SMART (Specific, Measurable, Attainable, Relevant, Time bound) Click "Define Goals" Click "Set Equal Weights" or you can add the weights manually. Please ensure that the total goals weight is 100% You will be able to select/exclude goals if the goals were pre-defined on Peoplebox If goals are not pre-defined, you will be able to create new goals. Click "Create Goal" Please follow the attached link for guidance on creating a Goal/OKR: https://help2.peoplebox.ai/hc/peoplebox-help-center/articles/1721199879-create-goal-with-key-result-progress-in-peoplebox-dashboard Every time a new goal is added, the weights should be adjusted Click "Submit" Submit your goals for approval by clicking on "Yes"

Last updated on Aug 02, 2024

Reviewer Setup

- Click "Reviewers" button. - You can use the Filters panel to sort reviewers by Department, Location, Managers, and Tenure. - Add Reviewers via CSV by clicking the "Import CSV" button. - Click "Add Reviewers" button to manually add Reviewers. - Click on the Reviewer and Reviewee names, select the Relationship, and then click the "Add" button. - You can remove Reviewers by clicking the "-" button next to their names. - After adding the desired Reviewers to the review cycle, click "Save & Continue."

Last updated on Sep 18, 2024

Configuring The Performance Review Flow

- On the left sidebar of your dashboard, click on the "Reviews" icon. - Click the "Create New Cycle" button located at the top right corner of the Reviews page. - Select the type of review you want to create either a 360-degree review or a Performance review. If you are choosing 360-degree review, then refer to this article here: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726661519-360-review-cycle - Next, you will be taken to a page where you need to enter the review title. Click on the "Title" field. - On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle. To enable a reviewer type, click the toggle switch next to the desired option. - Once the Peer Review toggle is enabled, additional options will appear where you can enable them and set Peer Review parameters. - If you want to add Additional Reviewer Roles, then click on this "+" icon. Refer to this link: https://scribehow.com/shared/Creating_Additional_Reviewer_Role_in_the_Review_Cycle__G3DCYtJURwyrLIZiXhTJcw - If you want to enable goals in the review cycle, then toggle the goals option. - Enabling the goals option will reveal additional settings. You can then enable any of these options as needed. - Select the goal cycle from which you wish to import goals for this review cycle. - Select any Goal type. By default, goals without key results will be enabled. - You can also enable the competency toggle to allow users to review all set competencies. - Enable competency weightage to assign weights to competencies. - Access more options by clicking on "Advanced Settings". - Enable specific reviewee visibility options to control what managers and reviewees can see during the review process. - Click "Save & Continue".

Last updated on Sep 26, 2024

360° Review Cycle

- To create a 360-Degree Review, click "Create 360° Review". - Next, you will be taken to a page where you need to enter the review title. Click on the "Title" field. - On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle. To enable a reviewer type, click the toggle switch next to the desired option. - Once the Peer Review toggle is enabled, additional options will appear where you can enable them and set Peer Review parameters. - If you want to enable Additional Reviewer Roles, then click this "+" button. Refer to this link: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726661692-creating-additional-reviewer-role-in-the-review-cycle - You can access additional options by clicking on "Advanced Settings". - Enable specific reviewee visibility options to control what managers and reviewees can see during the review process. Then click "Save & Continue". - Click "Create Form". 360 Review allows to collect feedback from all the reviewers on the same questions. - You can either Create form from Scratch or Templates. Refer to the article link given here to know how to Create form from Scratch: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722596801-creating-all-forms - If you have chosen "Create from Templates," then select any of the templates listed here. - Click "Save & Continue" to proceed. - To preview the form, click the Preview button; to make changes, use the Change button. - To select reviewees for the Review Cycle, you can either add everyone or choose from the names listed below. - You can use the Filters panel to sort reviewers by Department, Location, Managers, and Tenure. - Click "Add Reviewers" to include the Reviewers. - Click on "Create Review Cycle," and your 360° Review Cycle will be created.

Last updated on Sep 26, 2024

Creating Additional Reviewer Roles

- On the left sidebar of your dashboard, click on the "Reviews" icon. - Click the "Create New Cycle" button located at the top right corner of the Reviews page. - Select the type of review you want to create either a 360-degree review or a Performance review. - Next, you will be taken to a page where you need to enter the review title. Click on the "Title" field. - On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle. To enable a reviewer type, click the toggle switch next to the desired option. If you want to add Additional Reviewer Roles, then click on this "+" icon. - Fill the "Reviewer Label" and "Reviewee Label" field. - By selecting this, the reviewer will be allowed to access other reviews (Self, Manager, Peer). - If you want employees to add anyone as a reviewee and write reviews for them, you can enable this option. However, it is optional. - After making all the modifications, click "Add" to include the Additional Reviewer Role in the review cycle.

Last updated on Sep 27, 2024