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Writing and Submitting Reviews

Updated this week

Members can write and submit reviews requested by administrators.

Depending on the review settings configured by the administrator, some steps may not be available!

Checking Review Item Announcements

  • If the administrator has finalized review items without requesting members to write them, a notification will be sent via in-product notifications, mobile notifications, email, Slack, etc. with the message Please check the items you will be reviewed on in {Review Title}.

    • Members can check the items they will be reviewed on in this review.

Checking and Writing Review Item Requests

  • If the administrator has requested members to write review items, members will receive notifications via to-dos, in-product notifications, and email asking them to write the items they will be reviewed on.

  • By clicking on the notification or to-do, you can check the review factors and weights for this review. [Selectable Competencies] allows you to select the competencies you will be reviewed on in this review.

  • In the [Performance Items] section at the bottom, you can click the input field to directly enter your performance, or click [Link Goals] to import performance from the [Goals] menu that you will be reviewed on.

    • For performance reviews, you can directly enter the performance to be reviewed, or import goals where you are a goal owner or participant through goal linking.

    • However, depending on your company's review operation policy, directly entered performance during review item writing may be restricted from review, so please make sure to check announcements or guidelines from administrators and organization heads before writing review items.

  • If you press submit without selecting performance items and selectable competency items, you will see a red indicator along with the reason for unset items.

  • When writing review items, 'approval' may be triggered by the administrator. Review items written by members are finalized after the approver's approval.

  • If you need to edit submitted review items, go to [Home Feed] - [To-Do] - [Tasks to Do], click [Filter] at the top right, click [Review Item Writing Request], then click on the displayed review item writing request.

  • Then click the [Cancel Submission] button at the bottom to edit the document and resubmit.

Checking Review Writing Requests

  • When the administrator sends a review writing request, reviewers can check it via email, in-product notifications, and to-dos as shown below.

Writing Reviews

  • After clicking on a to-do or notification, you can view the review form.

    • In the top right of the review writing screen, you can check the review instructions left by the administrator under [Review Guide]. Please make sure to check the instructions before writing the review form!

  • Clicking the icons in the top right allows you to use the following features.

    • Clicking the reference materials icon lets you set whether to view the reference materials on the right side while conducting the review or to collapse them.

    • Clicking the view results together icon lets you check other reviewers' results directly in the review table while conducting your review.

    • Clicking the wide view icon lets you view the review writing screen in a wider layout.

  • If the administrator enabled [Reference Materials] in the review settings, you can check the following information in the [Reference Materials] tab on the right.

    • Other stage reviews: You can view results from other stages being conducted in this review.

    • Past review reports: You can view review reports the reviewee has received in the past.

    • Recognition & Feedback: You can view recognition & feedback the reviewee has received.

  • If there are 2 or more reviewees to review at the same stage, you can check the reviewees in the [Reviewees] list on the left.

    • Click on a reviewee to write reviews for each reviewee.

  • Additionally, for reviewers conducting 2nd-level or higher downward reviews, you can view the results and grade distribution of each member's 1st-level downward review on the review input screen while conducting the review.

  • You can finalize the 1st-level downward reviewer's results as-is without modification, or select the grade/score input field for each review factor to adjust the grade or score.

  • If you need to review multiple reviewees at one stage, click the [Check Grade Distribution] button in the top right of the review screen. Reviewers can check the grade distribution of the reviewees they have reviewed while conducting the review.

  • If the review form contains a 'performance review' factor and the member has linked goals, click the [Linked Goals] button to view the goal content selected by the reviewee while conducting the review.

  • Written reviews are auto-saved in real time. Click [Submit Review] at the bottom right to submit your completed review form.

  • If the writing deadline has not passed but you want to review & edit your submitted review, select [Home Feed] - [To-Do] - [Review Writing Request Filter].

  • Click on the review you want to review & edit.

  • If the writing period has not ended, click [Edit] at the bottom right to modify your written review content.


FAQ

How do I cancel the writing deadline (release the deadline)?

You can release the deadline by clicking the [Cancel Writing Deadline] button on the [Operations Home] screen. (See attached image below)

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