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Reviews

By Madhurima M and 1 other
43 articles

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://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726661692-creating-additional-reviewer-role-in-the-review-cycle - If you want to enable goals in the review cycle, then toggle the goals option. Please refer to this link: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1729510511-configuring-approvals-in-goals - 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 Oct 21, 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 Oct 21, 2024

Setting up Bell-curve fitting in Calibration

- On the left sidebar of your dashboard, click on the "Reviews" icon. - Open the "Review Cycle" you want to work on. - Please refer to this link for guidance on configuring the "Edit Columns" option and setting up the 9-Box: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1728390031-setting-up-9box - Enable the "Show Analytics" toggle. - Note: You can visualize the score distribution using different chart types, either as a Bar Chart or Line Chart. The dropdown allows you to select a specific question to visualize its score distribution across reviewees. - Step Size: The step size sets the score range shown on the X-axis. Here, it’s 0.5, meaning each bar covers a range of 0.5 points (like 1.0–1.5, 1.6–2.0). X-axis: The X-axis displays the score ranges for reviewees, grouped according to the step size. For example, it shows ranges like 1.0–1.5, 2.6–3.0, and so on, indicating how many reviewees fall into each score category. Y-axis: The Y-axis shows the number of reviewees who fall into each score range. The taller the bar, the more reviewees received scores within that range. For instance, 6 reviewees scored between 2.6 and 3.0. - While the Median Score provides insight into the central tendency of the scores, the Average Score captures the overall score distribution. In the mentioned example: The Median Score of 3 indicates that half of the reviewees scored below this value and half above, reflecting the central tendency of the scores. In contrast, the Average Score of 2.8 is calculated by adding all scores and dividing by the number of reviewees, representing the overall mean. - You can customize the data: 1. Show Manager Score: View scores given by managers, reflecting their feedback and evaluation. 2. Show Calibration Score: View scores adjusted for consistency across different ratings. 3. Show Legends: Display legends to help understand score categories or data. - There are two options for displaying data on the chart: 1. Show Number: Displays the exact count of reviewees in each score range. Useful for quickly seeing how many people received a specific score. 2. Show Percentage: Displays the percentage of reviewees in each score range. Helpful for understanding the proportion of reviewees within each score range, especially with larger groups. - The "Line Chart" and its configurations are similar to the "Bar Chart". - You can add a column using the "Edit Column" option. In this case, we're adding "Final Score" as a custom column. - Select the Custom Column from the dropdown, and in this case, we are choosing "Final Score". - After selecting the Custom Column, you can view the calibrated scores, which are modified scores adjusted for calibration purposes. For instance: The first blue bar shows that 2 reviewees received scores between 1.6 and 2.0 after the calibration process. - You can adjust the questions for which you want to view scores. The scores displayed include both the original and calibrated scores for each question. In some cases, the original score may not be available if the reviewee was not assessed on that specific question. Additionally, you can view the Median and Average Scores for both the original and calibrated scores. Example: Here, In the 3.6–4.0 score range, there are 2 reviewees with original scores (shown by the green bar) and 2 reviewees with calibrated scores (indicated by the blue bar). This suggests that for this group of reviewees, the calibrated scores remained unchanged from their original scores, reflecting consistency in the evaluation.

Last updated on Oct 21, 2024

Creating Weighted Score Questions

- Please refer to the attached link to learn more about how to configure the Review Cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726661362-configuring-the-performance-review-flow - To enable auto-calculated scores in the review cycle, follow these steps: For Goals: 1. Enable the Goals option in the review cycle. 2. Once the Goals option is enabled, additional settings will be revealed. 3. Configure these settings based on your specific requirements. For Competencies: 1. Toggle the Competency option to allow users to review all set competencies. 2. Enable the Competency Weightage option if you want to assign specific weights to each competency. While creating the form for the review cycle, select "Weighted Score" from the "Create Another Block" dropdown menu. - Select "Overall Weighted Score". The overall weighted score is calculated for the entire form by assigning weights to all relevant sections. In contrast, the sectional score is the average of the responses to all rating-based questions within a specific section. Note: This is calculated for rating-based questions only. - Assign weights to different sections of the form, which will be used to calculate the overall weighted score. However, weights cannot be selected for individual sections. - Finally, click "Add Weighted Score Block". - In this example, the "Overall Score (Auto Calculated)" section reflects the final score derived from a weighted calculation, consisting of two components: - Goals: Weighted at 50%, contributing half of the overall score based on the reviewee's performance on goals. - Competency: Also weighted at 50%, contributing the other half based on the reviewee's competencies. The term "Auto Calculated" indicates that the system automatically computes the overall score by applying these weights to the respective scores in each section. - In this case, the Goal score is 4. - And the Competency score is 3. - The auto-calculated overall score is determined using the following: - Goal Score: 4 (50% weight) contributes [[4×0.5=]][[2]] - Competency Score: 3 (50% weight) contributes [[3×0.5= ]][[1.5]] - The total overall score is calculated as [[2+1.5=]][[3.5]] - Thus, the final auto-calculated overall score is 3.5

Last updated on Oct 21, 2024

Creating Sections, Descriptions, and Private Questions for Review Cycle

- 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. - Please refer to this link for more information on how to create a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722624259-how-to-create-a-performance-review-cycle - Please refer to this link for more information on how to create forms in a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722596801-creating-all-forms - Once all configurations are complete, click "Create Form" to generate the form for the review cycle. - Click "Heading" under "Create Another Block". Note: The heading functions as a title. - Enter a title in the "Heading" field and click "Add Heading Block". - Select "Description" if you wish to add a description to your form or add details about a block. - Click "Question" to add questions to your form that will be visible to the reviewees. - You can choose to make the questions required or private. If you toggle off "Required", the question will become optional, allowing reviewees to submit the review without answering it. - When you toggle on "Private", the responses to those questions will not be visible to the employee when the review is shared with them. - Manager Access: Managers can view only the private question responses they provided for their direct reports in the manager summary. - Admin Access: Admins can see all private question responses except their own. Feedback given to an admin is not visible to them. - User Access: Users can see only the private question responses they’ve written as feedback givers. - Calibration Restrictions: Admins cannot view or calibrate their own responses in the calibration tab. - The "Section" field is used to organize questions into specific categories or topics. By creating or selecting a section, you can group related questions under one heading, making it easier for the reviewer to follow the structure of the form. - You can create Sections as needed. - Choose the response type; it can be either a rating or open text. - Open text can be either a paragraph or a short answer. Finally, click "Add Question Block" to include your question in the review cycle.

Last updated on Oct 21, 2024

Configuring the Goal Question & Display

- 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. - If you want to enable goals in the review cycle, then toggle the goals option. - Please refer to this link for instructions on configuring goals in a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1729510511-configuring-approvals-in-goals - Once all configurations are complete, click "Create Form" to generate the form for the review cycle. - Please refer to this link for more information on how to create forms for a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722596801-creating-all-forms - Click "Goal" under "Create Another Block" to add goal-based questions to your review cycle. - Enter a title in the "Section Heading" field. - Choose your response type: it can be a Rating, Open Text, or Rating with Comments. - Enable "Show Goal Progress" under Advanced Settings. This will allow reviewees to see the goal progress (On Track/Behind/Not Started). - Enable Score Visibility to choose whether to display both the rating (number) and the legend (text) in the review forms and review packets (PDFs). Disabling this option will display only the legend (text). - Lastly, click "Add Goal Block", finish all the necessary steps, and then create the review cycle. - Please refer to this link for more information on how to create a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722624259-how-to-create-a-performance-review-cycle - Once the phases are launched for the reviewees, they will have goal-based questions included in their review forms. - Answer all the questions, rate the reviewee on their goals, and then click "Submit". - After the "Release Review" phase is launched, reviewees will see the "View Results" option on their homepage under "My Tasks". - By clicking on the "View Results" option, you can view the ratings for each goal, as well as the progress status of the goals and the overall goal score.

Last updated on Oct 21, 2024

Configuring Approvals in Goals

- 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. - On the "Conf" 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 enable goals in the review cycle, then toggle the goals option. - In the "Goal Selection and Approval" section, selecting Enable Goal Selection by Reviewees means that reviewees will be able to select their goals and assign weightages to each one. - If you enable "Enable Goal Approval by Managers", managers will review and approve the goals selected by the reviewees prior to the start of the review. - You also have the option to "Enable Goal Selection and Approval by Managers", where managers will select and approve goals for their reviewees themselves. - Select the goal cycle from which you wish to import goals for this review cycle. - Choose a goal type. You can select either Goals only, Key Results only, or both Goals and Key Results. - Enable the "Goal Weightage" option so that reviewees can assign weightages to each goal or key result defined for a goal. - Goals created within the Reviews experience will be set as private by default; however, you can make them public by toggling the setting off. - You can select the forms in which you want to include the goal-based questions. - Once all configurations are complete, select "Save & Continue", add the required steps, and then create the review cycle. - Please refer to this link for more information on how to create a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722624259-how-to-create-a-performance-review-cycle - Please refer to this link for more information on configuring the Goal Question: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1729510731-configuring-the-goal-question-display - Refer to the following link for guidance on How to Approve Goals as a Manager: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1721154688-how-to-approve-goals-as-a-manager

Last updated on Oct 21, 2024

Setting up 9-Box

- Note: The 9-Box Grid is a talent management tool that helps organizations assess individuals based on two axes, typically Performance and Potential. Each of the 9 boxes represents a combination of performance and potential, where employees are placed based on their evaluations. - On the left sidebar of your dashboard, click on the "Reviews" icon. - Open the "Review Cycle" you want to work on. - Select "Edit Columns" to choose the questions you'd like to incorporate into the 9-box and calibration. - Once you’ve selected the questions, click "Confirm". - Enable the "Show Analytics" toggle. - Now, select the questions you wish to include on the X-axis, followed by choosing a question for the Y-axis from the dropdown menu. - When selecting questions for the X and Y axes in the 9-box grid, you establish the metrics for assessing employees' potential and performance. The X-axis typically focuses on performance, while the Y-axis emphasizes potential. Employees are then positioned in the grid according to their responses. For instance, high scores in both areas place an employee in Box 9, indicating high performance and high potential, while low scores in both areas place them in Box 1, indicating low performance and low potential. - You can view the X-axis and Y-axis scores by selecting any employee within the boxes. - You can also customize the names of the boxes in the 9-box grid to suit your needs and categorize them accordingly. - The numbers represent the count of employees assigned to each specific box, along with the percentage that this count represents of the total evaluations conducted.

Last updated on Nov 07, 2024