Review meetings are setup as part of employee engagement in talent management activities of the organization. A Review meeting can be registered by self, manager, or a person with the required access to the employee record.
Manager Services
As a manager, you can set up review meetings with/for employees using Review Meetings,
Development program or the Performance Evaluation Details Pages. You may assign yourself
as the review lead or any person who has access to your subordinate’s record. (At this point, It is not
required for the logged in user to have specific access to the person selected as a review lead)
Development program page will list you the subordinates/Accessible employees where you can select and add a new review meeting using the employee review meeting tab.
Performance Evaluation Details page will allow the manager, to schedule a review meeting using the employee review meeting tab, for the selected employee and performance period. In this case relevant performance period will be marked by default against the review meeting.
Review Meetings Page will list out all the persons that can be assigned as a review lead for your subordinates. You may select a person and schedule a review meeting for any of your subordinates the selected person has access to. (Refer Review Lead Explanation below)
HCM Services
Both Development program – Admin and Review Meeting –
Admin pages behave similar to its counterparts in manager services.
Review Lead
Review Lead can be any Person in the system who has access to the Reviewed Employee via one of
following methods.
Position Access (Connected Employee can have position access)
Organizational Access (Organization Access Granted via Supervisor Access Setup page or the Access Tab at graphical Organization Structure)
Custom Access
The review lead List of Value will change based on the employee you have selected.
Performance Period
It is not Mandatory to mention a performance period however, if a performance
period is selected, the respective review meeting will be listed under review meetings tab in performance
evaluation details.
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Once a review meeting has been created, the employees will be able to see and confirm the review meeting at My Review Meeting.