Manage review cycle in greytHR

Updated in November - 2024  | Subscribe to watch greytHR how-to video

After creating and activating the review cycle, you can perform the following tasks to manage it:

• Pause/Resume/Cancel review cycle.

• Clone the review cycle. 

• Notify employees/assessors/admins to perform assessments.

• Notify/Pause employees’ review cycles.

• Reopen employees’ review cycles.

• Review and publish assessment.

Pause/Resume/Cancel review cycle

To pause/resume/cancel a review cycle from the greytHR Admin portal, go to Performance Management > Reviews.

Under the Active tab, select the required review cycle and click View Details to perform the actions such as pause/resume/cancel review cycles. It is important to add remarks while you do these actions. After the review cycle is paused, you can resume/cancel the cycle.

Clone the review cycle

You can clone the review cycle to create an exact copy of an existing cycle. This is helpful if you want to efficiently duplicate configurations, data, or systems. 

Note: 

• You must perform similar actions as creating a review cycle to clone the review cycle.

• The Performance Period does not get cloned. You must define it.

Notify employees/assessors/admins to perform assessments

You can send email reminders to employees, assessors, or admins when it’s their turn to complete an assessment. 

To send a notification, from the greytHR Admin portal, go to Performance Management > Reviews. Select the required review cycle card and click View Details. Click Notify to notify the employees/assessors/admins through email.

Notify/Pause employees’ review cycles

You can notify and pause the review of a single or many employees. But this can be done just for active review cycles. 

To notify/pause employees’ reviews, from the greytHR Admin portal, go to Performance Management > Reviews. 

Scroll down, select the employees, and click the Notify/Pause button available at the bottom of the page. 

Reopen employees’ review cycles

You can reopen an assessment of an employee in the following scenarios:

• If the employee/assessor/admin miss to complete the assessment and the due date passes. 

• If the employee or any other assessor wants to edit the assessment record. 

To reopen the assessment, from the greytHR Admin portal, go to Performance Management > Reviews.

Under the Assessment Status section, just select the required employee (s), scroll down, and click Reopen.

Review and publish employee(s) assessment 

As an admin, the final assessment is done by you when the assessment window opens. To review the assessment, from the greytHR Admin portal, go to Performance Management > Reviews. 

1. Just select the required review cycle card and click View Details. 

2. Go to My Tasks, and find the employee whose assessment you want to review.
   Note: Alternatively, you can do the same action from the Active tab. Just scroll down to the My Tasks section, and select the employee whose assessment you want to review.

3. Click Review to review and click Next to approve and submit the assessment. 

Note: After completing the review and submitting the assessment, the next step is to publish the assessment. To do this:

1. Go to the Control Panel tab of the specific review cycle.

2. Scroll down and find the employee under the Assessment Status section and click the Publish button at the bottom of the page.
   Note: You can also select all the employees using the checkboxes to publish the assessment but the system publishes the assessment of only the employees whose assessment is reviewed.

Note: 

• The Remarks column displays any remarks added and also the published date of the assessment record.

• The employee can view the published assessment record on their ESS portal.

Other related links:

• Set up performance period

• Create goal plans

• Manage goal plans

• Create review cycles

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