{"id":923,"date":"2021-03-10T18:13:21","date_gmt":"2021-03-10T18:13:21","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=923"},"modified":"2023-03-08T14:58:44","modified_gmt":"2023-03-08T14:58:44","slug":"completing-an-appraiser-review","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/completing-an-appraiser-review\/","title":{"rendered":"Completing an appraiser review"},"content":{"rendered":"\n<p>Once an employee self-evaluation has been completed by your employee, you will get a notification to log in and complete an evaluation of your employee.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Navigation and access<\/h2>\n\n\n\n<p>To access your employee\u2019s performance review, select the review from the <strong>My Team<\/strong> section on your home page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"250\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-33.png\" alt=\"\" class=\"wp-image-924\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-33.png 687w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-33-300x109.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-33-50x18.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-33-60x22.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-33-100x36.png 100w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/figure>\n\n\n\n<p>Or you can access by navigating to <strong>Performance<\/strong>, <strong>Reviews<\/strong>, and then <strong>Team Reviews<\/strong>.\u00a0 Select the paper icon to enter into the performance review.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"270\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-34.png\" alt=\"\" class=\"wp-image-925\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-34.png 687w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-34-300x118.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-34-50x20.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-34-60x24.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-34-100x39.png 100w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Completing the review<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Navigation<\/h3>\n\n\n\n<p>If employees are doing self-evaluations, you will be able to see what the employees had rated themselves and any comments written in the review.&nbsp;<\/p>\n\n\n\n<p>To complete the performance review, click on each section of the review in the review navigation screen.\u00a0 In the sections that need to be rated, select the appropriate rating and add supporting comments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"735\" height=\"497\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-35.png\" alt=\"\" class=\"wp-image-926\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-35.png 735w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-35-300x203.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-35-50x34.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-35-60x41.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-35-100x68.png 100w\" sizes=\"auto, (max-width: 735px) 100vw, 735px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Performance notes<\/h3>\n\n\n\n<p>In any section of the review, you can view performance and peer notes that have been entered for your employee.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"137\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-36.png\" alt=\"\" class=\"wp-image-927\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-36.png 283w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-36-50x24.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-36-60x29.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-36-100x48.png 100w\" sizes=\"auto, (max-width: 283px) 100vw, 283px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Current goals<\/h3>\n\n\n\n<p>Current goals are the goals the have been created under the goals section of the system which have end dates falling within the period of performance being reviewed.&nbsp;<\/p>\n\n\n\n<p>If your company has current goals as a part of their performance review, it is necessary that each goal is rated and weighted before you can complete the review.\u00a0 The total weight of all goals must add up to 100%.\u00a0\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"277\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-37.png\" alt=\"\" class=\"wp-image-928\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-37.png 637w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-37-300x130.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-37-50x22.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-37-60x26.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-37-100x43.png 100w\" sizes=\"auto, (max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Performance competencies<\/h3>\n\n\n\n<p>If your company has performance competencies as a part of their performance review, it is necessary that each competency is rated.<\/p>\n\n\n\n<p>To rate the competency click on the arrow to the left of the competency:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"594\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-38.png\" alt=\"\" class=\"wp-image-929\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-38.png 687w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-38-300x259.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-38-50x43.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-38-60x52.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-38-100x86.png 100w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><\/figure>\n\n\n\n<p>Each competency factor under each competency must be rated before you can submit your review to your appraiser.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Return the review for changes<\/h2>\n\n\n\n<p>At any point before you complete your appraisal, you are able to send the review back to the employee for additional comments or any changes to how they filled out their self-review.&nbsp;&nbsp;<\/p>\n\n\n\n<p>You can return to the employee by clicking on the <strong>Return For Changes<\/strong> button<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"207\" height=\"37\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-39.png\" alt=\"\" class=\"wp-image-930\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-39.png 207w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-39-50x9.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-39-60x11.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-39-100x18.png 100w\" sizes=\"auto, (max-width: 207px) 100vw, 207px\" \/><\/figure>\n\n\n\n<p>Enter any comments you would like for the employee to read and click Return:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"372\" height=\"233\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-40.png\" alt=\"\" class=\"wp-image-931\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-40.png 372w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-40-300x188.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-40-50x31.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-40-60x38.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-40-100x63.png 100w\" sizes=\"auto, (max-width: 372px) 100vw, 372px\" \/><\/figure>\n\n\n\n<p>It is important to note that the employee will not see any ratings for comments on the ratings\/sections you have completed already.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Completing the appraisal<\/h3>\n\n\n\n<p>If you have endorsers in the workflow process, click on <strong>Send to Endorser<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"182\" height=\"29\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-41.png\" alt=\"\" class=\"wp-image-932\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-41.png 182w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-41-50x8.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-41-60x10.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-41-100x16.png 100w\" sizes=\"auto, (max-width: 182px) 100vw, 182px\" \/><\/figure>\n\n\n\n<p>Once approved by the endorser, you can proceed to the face to face stage.&nbsp;&nbsp; If there are no endorsers you can proceed to the face to face meeting with your employee.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">After the face-to-face <\/h3>\n\n\n\n<p>Once the face-to-face discussion has been completed, click <strong>Send for Post-Review Feedback<\/strong>\u00a0to save and submit the form back to the employee for post-review feedback.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"272\" height=\"31\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-42.png\" alt=\"\" class=\"wp-image-933\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-42.png 272w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-42-50x6.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-42-60x7.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-42-100x11.png 100w\" sizes=\"auto, (max-width: 272px) 100vw, 272px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Once an employee self-evaluation has been completed by your employee, you will get a notification to log in and complete an evaluation of your employee.&nbsp;&nbsp; Navigation and access To access your employee\u2019s performance review, select the review from the My Team section on your home page. Or you can access&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[19],"ht-kb-tag":[139],"class_list":["post-923","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reviews","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/923","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=923"}],"version-history":[{"count":1,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/923\/revisions"}],"predecessor-version":[{"id":934,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/923\/revisions\/934"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=923"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=923"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}