{"id":354,"date":"2021-02-10T00:08:27","date_gmt":"2021-02-10T00:08:27","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=354"},"modified":"2024-06-17T18:43:20","modified_gmt":"2024-06-17T18:43:20","slug":"performance-review-process-workflows","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/performance-review-process-workflows\/","title":{"rendered":"Performance review process workflows"},"content":{"rendered":"\n

You can customize the review cycle to include various participants in the performance review cycle. The review process can include all the participants listed in the chart below.\u00a0The only required participant would be the appraiser in a review.\u00a0\u00a0<\/p>\n\n\n\n

The system administrator selects which steps are included when creating the review period. If either the employee or endorser step is not included in the process, that step would be skipped, and the next step would automatically occur.<\/p>\n\n\n\n

Employee<\/strong>: The employee can complete a self-evaluation\/post review-feedback.<\/p>\n\n\n\n

Appraiser<\/strong>:\u00a0The appraiser will always be required as a participant in the performance review process.<\/p>\n\n\n\n

Endorser<\/strong>: The endorser is a read-only approver in the performance review process.<\/p>\n\n\n\n

 Performance Review Process Steps<\/strong><\/p>\n\n\n\n

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To learn how to manually close the review cycle, see Why do I need to close my review cycle and how do I do this?<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

You can customize the review cycle to include various participants in the performance review cycle. The review process can include all the participants listed in the chart below.\u00a0The only required participant would be the appraiser in a review.\u00a0\u00a0 The system administrator selects which steps are included when creating the review…<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[19,22],"ht-kb-tag":[139],"class_list":["post-354","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reviews","ht_kb_category-review-cycle-management","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=354"}],"version-history":[{"count":3,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/354\/revisions"}],"predecessor-version":[{"id":2906,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/354\/revisions\/2906"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=354"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=354"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}