Reviews can take many forms and involve many different people in PerformYard. These can be performance check-ins, manager reviews, self evaluations or peer reviews - really whatever your organization would like to set up. In PerformYard, reviews are workflows called templates, and these templates are based on forms. Forms are made up of the questions that are posed as part of a review.

Navigating to forms that you have to complete is straightforward, click on the Reviews tab and you're defaulted to the Forms I need to do list. This listing includes the name of the review form and its subject, the author's and signer's the due dates, and the current status of the form. The subject might be you, in the case of a self evaluation, a direct report or a peer. The status may include that it is:

  • Available for you to fill out
  • Available for you to sign off
  • Awaiting submission where you are awaiting someone else to complete their action (completing or signing) before you can take your action

You can filter by the subject of the review or the status of the form, as well as change the sort (between ascending and descending) for the due dates.

To fill out a form, click on the form you want to complete. You'll be asked a series of questions about the subject of the review.

After answering questions, you can submit the review to the next author or for sign off by clicking the green Submit button on the right. Alternately, you can use the Options menu to:

  • Save for Later to store your answers
  • Submit
  • Download as PDF to export a pdf version of the review

In addition on the right hand side, you can see the list of users that are assigned to author or sign the form by clicking the down arrow next to Form Authors or Form Signers, respectively. You also see if the form is viewable by the subject of the review after it is complete. This is an important thing to note for things like 360 reviews where input is not expected to be directly shared with the review’s subject.

To sign off on a form, click the form you want to sign. You can then read the answers provided by the employee that filled out the form and choose to sign off. To complete the sign off, click the Sign Off button and enter any optional comments you want about the review form.

You can also view past forms that you completed, either as the person responsible for filling out the form or as a person that signed off on the form by selecting the Forms I did list. Here you'll see a listing of every form in which you participated, also filterable by subject or status, and sortable by completion date.

You can even reopen a form you have worked on, but only if the next person in line for action has not completed their part. For example, if you submitted a form you completed and the next person in the list is assigned to sign the review, you can re-open this if it is unsigned. To do so, click onto a form that you submitted but hasn't been signed, and click the Reopen button on the right hand side. This opens the form for you to make changes, and then you can either Save for Later or Submit depending on your preference.