PerformYard offers robust performance review capabilities and for reviews to include review forms assigned to specific employees, managers, direct reports, and contributors. It is also possible to enable self-service 360 feedback from peers and other employees in an organization using 360 Review Forms as part of your review cycle.
Adding 360 Forms
This guide explains how both employees and managers can select peer evaluators for 360-degree feedback forms directly within the platform.
Video Walkthrough:
For Employees: Selecting Your Own Peer Evaluators
Empower your professional development by choosing the colleagues who can provide the most relevant insights into your work.
1. Open Employee Details: Navigate to an employee's details page by clicking their name anywhere in PerformYard
2. Add 360 Form: Click the Options dropdown and then +Add 360 Form.
3.Select Review: A pop-up will ask which review you want to add a form to. Select the appropriate review cycle and click Next.
4.Select Form Type: Select the available peer feedback form and click Next.
5. Add Peers: In the text box, start typing the names of the employees you would like to review you.
You can add multiple names to this list
Click the "x" next to a name to remove it.
6. Confirm and Close: Click Next, then Confirm, and finally Close.
Note: Peer evaluators will receive an email notification immediately, or on the review start date if it has not yet begun.
For Managers: Selecting Peer Evaluators for Direct Reports
Managers can ensure a comprehensive review by adding additional peer evaluators for their team members.
1. Find Your Direct Report: Use the top search bar to open their employee details.
2. Add 360 Form: On the direct report’s details page, click Options and then +Add 360 Form.
3.Select Review and Form: Choose the relevant review cycle and the specific peer feedback form, clicking Next after each selection.
4.Assign Authors: Type the names of the colleagues you want to evaluate your direct report.
Note: Avoiding Duplicates: If the employee has already selected a specific evaluator, the system will show an error message to prevent duplicate requests.
5. Finalize: Click Next, then Confirm, and Close.
Note: Peer evaluators will receive an email notification immediately, or on the review start date if it has not yet begun.
Authoring and submission of 360 Review Forms
Once a nominated 360 reviewer has been assigned a form and, if applicable, that request has been approved by the subject's manager or an administrator, that form will appear on the list of review forms they need to author, and those forms are authored and submitted like any other review form. Once submitted and optionally signed, the form and its captured information are available for viewing and use across the PerformYard application like any other review forms, including within Reporting & Analytics.
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5. Add Peers: In the text box, start typing the names of the employees you would like to review you
5. Finalize: Click Next, then Confirm, and Close