In any thriving organization, the establishment of a clearly defined employee review system is crucial for fostering growth, enhancing performance, and promoting overall employee satisfaction.
Understanding the different types of employee reviews is fundamental to tailoring your approach to your organization's specific needs. Fingercheck allows you to establish and maintain employee reviews when needed. Documenting reviews is a feature to help you gain a clear understanding of how to set up and maintain employee reviews in Fingercheck to enhance employee performance, and overall operational efficiency.
This article will guide you through process of adding various types of reviews while offering creative suggestions to enrich your review process with limitless possibilities.
Add a Review Status
The types of review statuses you add is dependent on how you would like to track the progress of reviews. You have the flexibility to establish this status internally to use as a reference point to help you establish employee reviews. The Review Status can be used to track the progress of each review that you had with the employee such as upcoming, in progress, or complete. Or you can use the Review Status to identify a specific project the employee worked.
Log in to your Fingercheck account as an Administrator.
Select SETUP > System Lookups.
Locate Reviews1 code and click the pencil icon to edit.
Click Add to enter a new Review Status.
Enter the status details:
Code: type of status would be the generic description such as start, progress, complete, or more specific to tasks such as reports, service, or specific projects the employee worked.
Description: more descriptive identifier of the status such as this specific status relates to started, in progress, completed, or job specific activities like customer surveys or an ad campaign.
Click Apply.
Click Save.
Add a Review Type
The Review Type is the type of review you are conducting. Similar to the review status, the types of reviews you add is dependent on how your organization and reviews are structured. You can set up your reviews based on employee performance, projects, or keep track of their tasks such as making sure they use the correct greeting when answering the phone and mentioning the customer’s name the required number of times to satisfy their phone audit.
Log in to your Fingercheck account as an Administrator.
Select SETUP > System Lookups.
Locate Reviews2 code and click the pencil icon to edit.
Click Add to enter a new Reviews Type.
Enter the Review Type details:
Code: type of review would be the generic description such as perform, peer, campaign, survey, call, etc..
Description: more descriptive identifier of the review status would be annual, monthly, 360 peer review, commercial, support, etc..
Click Apply.
Click Save.
Add Review Terms
The Review Terms establishes clear and meaningful terms for your reviews and effectively communicates the review standards. Similar to the settings for the review status and type, the terms of your company’s reviews is still dependent on how you would like to structure your review process.
Log in to your Fingercheck account as an Administrator.
Select SETUP > System Lookups.
Locate Reviews3 code and click the pencil icon to edit.
Click Add to enter a new Reviews Term.
Enter the review term details:
Code: review terms would be the generic descriptions related to the review types such as call, campaign, survey, etc..
Description: more descriptive identifier of the review term to mark if the employee passed/failed the review, or met/exceeded expectations, etc..
Click Apply.
Click Save.
Add a Review Rating
The Review Ratings creates a standardized rating system ensuring consistency and fairness for all employees. Similar to the previous review settings, the ratings used for your company’s reviews is still dependent on how you would like to structure your review process.
Log in to your Fingercheck account as an Administrator.
Select SETUP > System Lookups.
Locate Reviews4 code and click the pencil icon to edit.
Click Add to enter a new Review Rating.
Enter the Rating details:
Code: type of status would be the generic description such as a numerical scale for evaluating performance.
Description: more descriptive identifier of the rating such as a scale of 1-5.
Click Apply.
Click Save.
Add a Review Severity
The Review Severity helps the everyone involved understand that the severity of feedback is crucial for constructive reviews. Similar to the previous review settings, the ratings used for your company’s reviews is still dependent on how you would like to structure your review process.
Log in to your Fingercheck account as an Administrator.
Select SETUP > System Lookups.
Locate Reviews4 code and click the pencil icon to edit.
Click Add to enter a new Review Severity.
Enter the Review Severity details:
Code: the review severity code would be the generic description of how significance of this review type. Good examples of a review severity is low, moderate, and high.
Description: more descriptive identifier of the severity would be.
Click Apply.
Click Save.
Add a employee review
Once the review settings have been established in Fingercheck, you will be able to easily add a review to your employee ‘s profile.
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab, and click an employee's name or number to open their profile.
Click HR.
Select Reviews.
Click Add.
Enter the details for the Add Employee Review:
Reviewer: select the individual that is reviewing the employee. This may be a fellow employee as part of their peer review, or the manager.
Review type: select the type of review.
Start date: enter the date the employee review should start (if applicable).
End date: enter the date the employee review should be completed (if applicable).
Due date: enter the date the employee review is due (if applicable). You may want to consider using this date for the manager or fellow employees doing a peer review to have their review completed by.
Status: select the review status.
Terms: select the review terms.
Rating: select the review rating.
Severity: select the review severity.
Next review date: enter the date when the next employee review should be scheduled.
Include in notifications: check this box to receive a notification on the next review date.
Additional information: enter relevant information about the review.
Click Save.
Attach a review document
You may find it helpful to save any notes and other documentats related to the employee review. You can easily save this documentation under the employee’s review section.
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab, and click an employee's name or number to open their profile.
Click HR.
Select Reviews.
Select the paperclip icon to attach a document.
Click Attach to locate the document saved on your computer.
You can also view attachments from this here at a later time.
Thank you for using Fingercheck. If you have any questions, you can reach out to our team at 1-800-610-9501 or use the chat option below.