Transcript Manager/Employee Training

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Journal entries are comments or notes that can be left on an
employee ANYTIME throughout the year.
The purpose of the journal entries is to help reviewers remember
how an employee performed throughout the entire year. This
helps to ensure more accurate reviews and keeps the manager
from having to rely on their memory of how the employee
performed.
Journal entries can be created from two locations, the Manage
Employees page and the left-hand navigation.
First, you will select the employee that you are creating the
journal entry on and then click Create/View Journal Entries.
On the next page you will be able to view or update any past
journal entries that you have left on the employee.
From this page you will also have the option of printing out the
journal entries that you have left on this employee
Continue…
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To begin a new journal entry click on Create a New Journal Entry
Next, type in the comments or notes you would like to leave. You will also
be able to attach any documents to the journal entry to indicate the
employee’s performance (disciplinary documentation, past reviews,
emails, etc.).
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Start by clicking on Manage Employees/Manage Reviews
 A manager will see and click on Manage Employees
 An employee will see and click on Manage Reviews
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Now, select the correct employee from the drop down box and then click on
the Manage Goals link in the Actions box
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Next, you will need to select the review period to which the
goals you are adding apply and click Go
Now you will be able to click the Add a Goal button and you
will then be able to start adding your goals
Note: Goals cannot be added to a review period if you have
already started evaluations for that review period. They must be
added prior to the evaluation
 An employee’s goals for the following year are added in during
their evaluation, but the current years goals are added, updated
and deleted in the Manage goals section.
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Continue…
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When adding the goals you will insert a weighting (if it’s required),
the goal, due date, and the actions that need to take place to achieve
the goal.
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Note: If you want a goal to automatically rollover to the following
review period you can check the box below the due date field.
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After making sure that an employee’s current year’s goals are up to date you can
begin a performance review.
To begin a performance review you will go back into the Manage Employees page
and select the necessary subordinate from the drop down box.
Next, you will click on the Create or Complete a Review link in the Actions box.
 Note: If you do not see the Create or Complete a Review link in the Actions box
it could mean a few things:
 You do not have the permission to do a review on this employee (this is only
a situation the administrator can encounter).
 There are no review periods that apply to this employee.
 Review periods can apply to everyone or particular employees and if the
review period doesn’t apply to an employee it will not show up as an
option.
ReviewSNAP allows you to do self-reviews and the process for a review on your
subordinate and doing a self-review is the same. The only difference is that you
will select yourself in the drop down box, rather than your subordinate.
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After clicking on Create or Complete a Review you will need to select the
correct review period that for which you are doing the review.
Next, you will select the correct template that you will use for the review.
 Note: Make sure that you have selected the correct employee, review
period and template before beginning the review.
After confirming this information click Continue and you will be able to
begin rating the employee on competencies.
 After rating a competency group and leaving your comments click Next
to move on to the next competency group.
 Note: By clicking Next your ratings and comments will automatically
be saved, so you do not need to click “Save Only” for every page. If
you do need to step away you may want to click Save and Exit to
save your progress as well as close out the review
Continue…
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In the first section of the review you will rate the employee on the
competencies.
 After rating a competency group and leaving your comments
click Next to move on to the next competency group.
 Note: By clicking Next your ratings and comments will automatically be
saved, so you do not need to click “Save Only” for every page. If you do
need to step away you may want to click Save and Exit to save your progress
as well as close out the review
Continue…
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In section two of the review you will be able to rate and leave
comments for the current year’s goals.
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Note: If you do not have any goals in the system for the current
year your review will automatically skip section two.
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In section three you will be able add the employee’s goals into
the system for the following review period.
Click on Create a Goal and this section works exactly like the
Manage Goals page.
 Once the review is completed the system will automatically
populate the goals for the following review period into the
Manage Goals page. This will save you from having to re-enter
the goals into the system.
 These goals will automatically rollover to the following review
period’s review and will show up in section two to be rated.
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You are not required to add the goals in section three. If you
are not ready to add the goals in for the following review
period, continue through this section and they can later be
added in through the Manage Goals Section.
Continue…
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Section four is the last section of the review.
In section four you will fill out the employee’s overall
comments and development plan.
Once you are done click Next and you will then come to the
page offering you two options
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Click here to mark this review ready for signatures – When you are
ready for the review to be signed off on click on this link.
Click here to save this review and exit – If you have face-to-face
meetings before the review is signed off on you will want to click on
this link. This allows you to go over the review electronically or on
paper with the employee and make any necessary changes to the
review before the eSignatures are required.
Continue…
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After having your face-to-face meeting with your employee log back in and click on
Manage Employee’s. Next, select the employee you did the review on and click on
Create or Complete a Review. Then click Continue and then you will be able to mark
the review ready for signatures.
Once you mark the review ready for signatures you can select if the employee is
required to sign-off using the eSignature. You will also be able to select if multiple
levels of managers are required to sign-off by checking the boxes next to their name. If
you do select other managers to sign-off they will receive a notification letting them
know they need to login and sign-off. Once you selected who needs to sign-off click
Submit.
Continue…
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Now you can look at the review in a PDF format by clicking View.
You can also sign-off from this page by clicking on Signatures, typing in your
name and clicking Sign.
If the employee leaves comments on the review you can view them by clicking on
the Comments button.
To edit or make changes to the review click on the Continue button.
Once all signatures have been acquired the Finalize button will show up next to
the Continue button. Once you finalize the review no more changes can be made,
so make sure all changes have been made before finalizing the review.
Q: Who will see my reviews?
A: Only a person who is above you in the hierarchy (your manager, your manager’s manager, etc.) of the
system and the Administrator (HR) will be able to see your reviews.
Q: Do I have to add next year’s goals in during the review?
A: No. If you aren’t ready to add them in yet, you can skip section 3 of the review and go into the
Manage Goals section once you are ready to add them in. However, you will need to make sure
and add them in prior to starting next year’s review, otherwise you will no longer be able to add
them in.
Q: How many comments can I put in on an employee’s review?
A: The amount of text or characters is unlimited. You can also use our comment suggestions tool for
guidance.
Q: Will I be notified of upcoming reviews?
A: Yes, you will receive notifications for upcoming and past due reviews that need to be completed on
your subordinates.
Q: How do I complete my self-review?
A: The process for doing a self-review is the same as doing a review for your subordinate. The only
difference is that you will select yourself from the drop down box in the Manage Employees
section rather than a subordinate.
Q : What if I need to make changes to the review after it’s completed?
A: As long as the review is not finalized you will be able to make any necessary changes to the review by
clicking Continue on the Create or Complete a Review page. If you are using the eSignature
function and people have already signed off on the review and you click Continue they will need
to resign the review. Make sure that you do not finalize the review until all changes and
adjustments have been made to the review.
Continue…
Q: Will the system automatically save the progress on my review?
A: Yes. Every time you click Next to move to the next page the system does an auto save to retain
the progress you’ve made on your review. There is also a Save Only or Save and Exit button
that you can use to save your progress.
Q: Can my manager sign-off on the reviews that I do for my employees as well?
A: Yes. The system offers a function that allows you to select any managers above you in the
hierarchy that you would like to sign-off on the review. This comes at the end of the review.
Q: Is there spell check for the reviews?
A: Yes. Anywhere that you see a text box within the system there is an editor that offers spell
check. The system also offers AuthoriCheck, which a tool that checks for inappropriate,
discriminatory and derogatory language and offers alternatives to the inappropriate
language.
Q: Are the self-review and the manager’s review one document?
A: No. They are kept completely separate to keep it clear how the employees rated themselves
compared to the manager.