Performance reviews that follow your forms and your approvers
Performance Management is a ready-made product for running reviews in SharePoint Online. HR sets up review templates and assigns them, employees assess themselves, reviewers evaluate in turn, and every step is on record.
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What it does
Six things it does for your reviews
It covers the cycle from template to final approval.
Review templates
HR creates templates for different roles and review types.
Template assignment
Assign a template to employees and set the approvers.
Self-assessment
Employees answer and rate themselves.
Reviewer evaluation
Reviewers rate and comment, across as many levels as you need.
Flexible reviews
Run a self review, or one by the direct supervisor.
Audit trail
A record of each step, with comments and dates.
Assign
Pick the form, the people and the approvers
HR chooses the location, division and evaluation type, adds the employees, and sets the approvers with their role. Different evaluation forms can be assigned to different people.
- Location, division and evaluation type
- Employees added to the cycle
- Approvers and roles
- Submit
Self-assessment
The employee answers first
The employee form lists the questions with a rating and a comment for each. The employee saves or submits, and the form moves on to the reviewer.
- Numbered questions
- Rating for each
- Comment
- Total
- Save or submit
Reviewer
Rate the answers, level by level
Each reviewer sees the employee's answers and adds a rating and comment. The audit log shows the route, such as team leader and project manager, and each decision.
- Employee and reviewer ratings side by side
- Reviewer comments
- Approver route and communication box
- Approve or reject
Status
See where every review stands
The dashboard lists each form with its number, employee, division, location, type of form and status, such as Pending With Employee or Completed. Search and open any row.
- Type of form, such as a 30 day or 90 day review
- Status of each form
- Search
- Open any form
Who it is for
Built for
HR teams who run review cycles. Employees who self-assess. Team leaders and managers who review. Management who approve.
- Review templatesSet the form and rating scale once, and reuse it for each cycle.
- Self-assessment firstStaff assess themselves before their manager reviews them.
- Goals trackedGoals are set and followed through the cycle.
- Approval and a recordEach review passes through the approval levels you set, with a full record.
How it works
How a review cycle runs
These are the steps a review cycle runs through, from set-up to finalising. Approval levels follow your review policy.
Set up
HR creates templates, assigns them and defines the review period.
Self-assess
Employees complete their self-assessment.
Evaluate
Reviewers evaluate and approvers rate through the levels.
Finalise
Ratings are submitted and finalised, with reports for HR.
Performance Management: questions we hear often
What does it manage?
Employee performance review forms, from the template to the final approval.
Can we have different forms for different roles?
Yes. HR can create several templates and assign the right one to each employee.
Do employees assess themselves?
Yes. A self-assessment step comes before the reviewer.
How many levels of review can there be?
As many as you need. Approvers are set for each cycle.
Is there a record of the review?
Yes. The audit log keeps each decision with comments.
Do people get reminders?
Yes. Emails go out for upcoming reviews and pending actions.
Where does our data stay?
In your own SharePoint Online, inside your Microsoft 365 tenant. The product is installed there, and AscenWork has no access to your data.
How do people sign in, and what licence is needed?
People sign in with their Microsoft 365 account. The product is built on SharePoint Online, so you need an active SharePoint Online licence. It uses the Microsoft 365 licences and infrastructure you already have.
Can it be changed to fit our process?
Yes. Every installation is configured to your process: your forms, steps, roles and approvers. If you need something beyond the standard product, our technical team checks the scope and what is feasible, and we quote those changes separately so you can decide.
What does an installation include?
Setting up the environment, loading your master data, and setting user permissions and menu permissions to follow your company policy.
Do you train our team?
Yes. We provide training and documentation for the product we deploy, a train-the-trainer programme for your own team, and video training for the modules.
How secure is it?
It runs on Microsoft 365, so it uses the security features of your licence, such as role-based access, multi-factor authentication, conditional access, audit logs and external sharing controls. Which of these you have depends on your Microsoft 365 licence, and Microsoft governs them.
Who supports it after go-live?
You can run it with your own team, or add optional managed support from AscenWork for fixes, small changes and reviews. To report an issue, write to support@ascenwork.com and a support executive will pick it up.
Can it run on SharePoint Server instead of SharePoint Online?
It is built for SharePoint Online. For SharePoint Server 2016 or 2019 we can try it, and a few changes may be needed. Tell us what you run and we will confirm.
How do we get a price?
Talk to us. We listen to how your process works today, then send a written quote that covers the product set-up for your tenant and any custom changes as separate lines.
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