What is a Performance Review?

Performance reviews are essential for evaluating employee performance, providing feedback, and setting future goals. Factorial's Performance Review tool simplifies this process, making it easy to set up and manage reviews.

How to create a review

1. From your sidebar, go to Performance
2. Click on New review, located in the upper right corner
   

From scratch:

• Basic information

1. Fill in the Title and Description for your review
2. Click on Continue

• Review Types

1. Decide who evaluates the target group
   1. Self-review: they evaluate themselves
   2. Manager to direct reports: employees receive evaluations from their managers
   3. Direct reports to manager: employees evaluate their manager
   4. Peer: co-workers evaluate each other
2. Once you select the review type, click on Continue

• Audience

1. Define the target audience for this review:
   1. I’ll decide later
   2. All employees
   3. Manual selection
   4. Dynamic group: a group of employees who meet a specific condition
2. Click on Continue

• Performance score
  • Without score. Create a review without a performance scoring system.
  • Final score. Include one question at the end of the review to rate participants' performance. Only the manager score can be measured for the final score.

• Features

1. Decide which features will be enabled for this review process.
   1. Action plans
   2. Competency assessment
   3. Employee potential score
2. Click on Continue

• Timeline

1. Set a deadline for when the review must have been done
2. Click on Create review

Use a template:

• Predefined templates
  • 180º
  • 360º
  • Trial period
• Custom templates
• My templates

Review overview

Once you click on Create review, you will be directed to your review. From here you will be able to see an overview of it with important information:

How to add questions to your review

1. From your review main page, scroll down to Questionnaire
2. Click on Add question or New section

• If you decide Add Question: 
  • Ask a question
  • Answer type
    • Free text
    • Rating
    • Single choice
    • Multiple choice

• If you decide New Section: 
  • Add title
  • Add question

When rating answers, you can edit and include additional rating scores by clicking on Edit Scoring Range. The default range extends up to 5, but you can expand it to include scores up to 10.

 

How to manage and edit your review settings

1. Click on Settings, located in the upper right corner
2. You will be able to manage and edit:
   • Basic information: title, description and owners.
   • Timeline: set or edit the deadline.
   • Visibility: results visibility settings for employees and managers, to ensure a secure and customized experience.
     • Grant early access to managers: managers can access the results of their reports before deadline
     • Restrict results visibility: employees don't have access to their results**.**
     • Anonymous peer evaluation: peer evaluations are anonymous so employees don't know who reviewed them.
   • Features: enable or disable features for this review process.
     • Enable agreements
   • Questions
   • Target group: Set the criteria for selecting participants in this review.

How to launch your review

1. Once your review is ready you just need to click on Launch review, located in the upper right corner
2. Launch review