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Company administrators can create performance reviews in the EaseCentral HRIS module and deploy the reviews to employees for a self-review or to managers to review their direct reports.
Select Add Review to create a new performance review. Include a detailed NAME for the review, the TYPE of review (i.e., Manager for managers to review all of their direct reports or Direct Report to send reviews to employees to do a self-assessment). If a Review has already been created, it can be used as a template for the new review so the same questions do not have to be recreated for each review. Choose DUPLICATE TEMPLATE to select questions from a review already created.
The first step to create a review will be to Add Questions for the employee or manager to answer during their review.
The Single Answer question will allow an employee to choose one answer from a drop-down list of choices. Click Add Option to add answers an employee can select. If the employee can enter their own answer if none of the answers are applicable, choose Allow other answer. If the Question is required select the check box. Click Add Question when the question and answer selections have been entered.
The order of the answers can be changed by clicking and holding the option and dragging the question to the appropriate order.
The Multiple Answer question is similar to the Single Answer question, only when employees or managers respond to this question they can select all options that are applicable. They are not limited to a single response.
The Rating Scale option allows employees and managers to choose a numerical value to rate their performance or performance of their peers. The lowest rate will be 1 and the Upper Bound option can designated by the company administrator, with options from 1 - 10.
The Star Rating option is similar to the Rating Scale where employees can choose a value or star. The lowest star value will be 1 and the highest Number of Stars option can designated by the company administrator, with options from 1 - 10.
The Long Text question allows employees and managers to respond to an open ended question with a maximum of 600 characters included in their responses.
The Short Text option is used for short-open ended answers with a maximum character count of 200 for the employee or manager's response.
Questions can be updated after they are created by selecting the question on the right and then updating the question or responses and selecting Update Question.
After creating all review questions, company administrators can send the review to an employee or manager by selecting Choose Your Audience. The review can be sent to All Managers, all employees in certain organization groups, like Locations, Departments, Divisions, Job Classes, or Job Titles or to specific employees at a time by choosing Custom and then entering the name(s) of the employee(s) in the Search for an employee field.
When a company administrator is creating a review for a manager to review all of his/her direct reports, the company administrator only needs to choose the manager's name in the Search for an employee option. The manager will receive a separate review for him/her to complete for each of his/her direct reports.
Note: Employees will only display as an option to choose if they are assigned a Manager on the Employee > Profile > Employment page.
The final steps to deploy a review are on the Finalize & Send page. The company administrator should review all questions and answer options on the left, the name of the review (should be a detailed name), who the manger will be sent to, and the max numerical rating of the review responses. The company administrator will need to choose when the review should be sent, when the review is due, and then select Send Reviews.
The company administrator will determine the email SUBJECT and customize the message to the manager(s) or employee(s). Any field in brackets [ ] will merge data from the EaseCentral system into the email automatically. The [URL] must not be edited or removed. This will generate and display a unique URL for each employee to complete his/her performance review. When the email is complete click Send and the email notification will be sent to employees to complete the review.
Note: Managers do not have access to create performance reviews, but they can complete reviews for their direct reports and also view any self-assessment reviews completed by their direct reports.