In this guide, you can get an overview of the entire flow from setup to operations so you can fully utilize the newly revamped review feature.
After briefly checking what features are available at each step, if you want detailed setup instructions, please check through the [Learn More] links provided in the content 😊
Step 0. Preparation: Defining Competencies
Competencies refer to "common behavioral characteristics of high performers in our company" and serve as the criteria for reviews. For systematic competency reviews, it is important to define your company's own 'competencies' in advance!
If performance and competency reviews are still unfamiliar, please refer to the guide below!
What are Performance Reviews and Competency Reviews?
In Competency Management, you can add competency types that suit your company and set specific definitions and behavioral indicators for each competency.
Competency Type Management: Create competency types that suit your company, such as core competencies, leadership competencies, and job-specific competencies.
Competency and Behavioral Indicator Settings: Set specific definitions, expected behavioral indicators, and levels for each competency.
Bulk Excel Upload: If you have an organized competency framework, you can upload it all at once via Excel.
Step 1. Creating a Review: Setting Up the Framework
Now let's get started creating a review!
A review is completed through 7 steps total. Click [Review] → [Create Review] in the left menu.
1. Basic Information Settings
This is the step where you enter the most basic information about the review.
What do you set?
Review Title and Target Period: Set the review name and period, such as '2025 H1 Comprehensive Review'.
Review Subject Conditions: Set conditions like specific hire date, specific title/job group, etc. to filter which members participate in this review.
Co-editors: Select members who can edit and manage this review together. Of course, permission holders with [Review Management] permission have view/edit access to all reviews regardless of co-editor inclusion.
2. Review Elements and Stages Settings
Decide what (elements) and how (stages) to evaluate in this review.
What do you set?
Review Element Selection: Select the items to evaluate, such as competency, performance, custom (e.g., attitude).
Review Stage Settings: Choose which stages the review will go through: self-review, peer review, upward review, downward review (up to 10 levels).
3. Review Structure Settings
This is an important step where you design "which group, at which stage, will be reviewed on what".
What do you set?
Review Group Creation: Create review groups based on specific conditions, such as 'Engineering Job Group' or 'Leader Group'.
Group-specific Element/Stage Matching: For example, you can set it so that 'Engineer' job members are reviewed on 'Job-specific Competency', while other job members are not.
4. Review Item Settings
You can configure the 'Competency' and 'Performance' review elements selected in the review structure in more detail.
In particular, you can set different competency reviews for members and organization heads, or set different job-specific competency types to be reviewed based on specific jobs and job groups.
What do you set?
Competency Items: Import competencies to evaluate, such as 'Problem Solving' and 'Communication', from [Competency Management].
You can distinguish between required/optional competencies and set weights.Performance Items: Set it so that members can directly link or enter their performance (goals).
5. Stage-specific Evaluation Form Settings
Create the actual evaluation forms (questionnaires) to be used at each review stage (self, peer, downward, etc.).
What do you set?
Question Design: Design the evaluation form by adding various question types such as score selection, grade selection, and written response.
Reference Material Settings: Set it so that reviewers can refer to previous stage review content, past review history, etc. while evaluating.
Review Instructions: Write instructional messages to be shown to each reviewer.
6. Grade Calculation & Framework & Distribution Settings
Decide how to express review results in a grade framework (S/A/B...) and how to calculate them.
What do you set?
Grade Calculation Method: Choose whether the final grade will be 'the downward reviewer's grade' or 'calculated with weighted stages'.
Grade Framework: Set your company's own grade names and score ranges. (e.g., S grade = 95 points or above)
Grade Distribution (Relative Evaluation): Set personnel ratios per grade, such as 'S grade within top 10%'.
7. Weight Settings
When combining multiple review elements and stages to calculate an overall grade, set the final weight for each element.
What do you set?
Overall Grade Calculation Weights: Set the proportion of each element reflected in the overall grade, such as 'Competency 60% + Performance 40%'.
Step 2. Operating the Review: Progress and Status Management
Once you have finished creating the review, it's time to start and manage the review!
After creating the review, you can find it in the review menu. The created review will appear in [Not Started] status. Click the created review for subject setup and other configurations.
In the Review Operations Home and Review Progress Status, you can use the following features:
Review Item Announcement: Operate a period where members directly select the competencies/performance to be reviewed.
Review Subject/Reviewer Settings: Finalize review subjects and designate stage-specific reviewers automatically or manually.
Review Start and Period Settings: Set the start/end dates for each review stage (self, peer, etc.) and start the review.
Progress Monitoring: Check in real-time who has completed their review and who is still in progress, and send reminder notifications.
Review Closure: Once all reviews are complete, finalize the review.
Step 3. After Review Completion: Checking Results
The entire review journey is complete! Now you can check and analyze the final results for each member.
What you can do in the Review Results tab
Final Grade/Score Lookup: View each member's overall and element-specific final results at a glance.
Grade Distribution Chart: Visualize the overall grade distribution as a chart.
Download Results as Excel: Download all review results as an Excel file for data management and analysis.
FAQ
Can I create review templates and grade templates?
Can I create review templates and grade templates?
Review and grade template features are not currently provided separately. You can 'duplicate' a previously created review to reuse its settings, including review questions and grades as-is.
Is the performance review the same as the goal-linked review that was conducted after goal agreement?
Is the performance review the same as the goal-linked review that was conducted after goal agreement?
Yes, that's correct. We maintained the core of the existing goal-linked review while improving the review operation method 😊
Previously: Completion of 'goal agreement' was a prerequisite for goal-linked reviews.
Changed: Without the 'goal agreement' procedure, members can directly enter their performance or link existing goals for review through the [Performance] review element during the [Review Item Entry] period.