Contents of this article are applicable to the following users
Tier: NA
Product: EngageAny
Platform: Web, App
Access Level: Owner, Manager, Supervisor, Employees
View our appraisals walkthrough video for a brief overview of the feature:
This article will guide you through how a reviewer completes and submits a review on Web (For Owners and Managers) and App (For Managers, Supervisors and Employees).
This guide will cover the following:
Submitting Self Reviews
In self reviews, reviewees will complete and submit the appraisal form to evaluate themselves. Staff will be notified when it is time to start writing self reviews.
Self reviews will be available to access and complete in the following situations:
When review cycle starts (goals are not included)
After score weights have been set (goals are included, learn more here)
On Web
Only Owners and Managers can write reviews on the webapp.
To view the reviews that you are required to complete,
Go to “Appraisals”.
Under “Reviews to Complete”, you will see a card that displays the name of the Review Cycle and the number of reviews you have to complete.
Click on the card to view more details.
Here, you can see your name under the reviewee column. Click on “Write Review” to write a review for yourself
Fill up the questionnaire. Once done, tap “Submit” found at the bottom of the questionnaire. The review status of that submission will change based on the review types selected in the cycle:
Review Type | Current Status | New Status |
Self Review Only | “Awaiting Self Review” | “Self Review Submitted” |
Self + Downward Review | If self review has not be completed,
| If downward review has not be completed,
|
On App
Only Managers, Supervisors and Employees can write reviews on the mobile app.
To complete assigned reviews,
Select the Heart icon on the top right of the screen to open up the EngageAny tab.
Scroll down to “Appraisals” and select “See More”.
Select the review cycle with the pending red icon
Here you can view more details on the review cycle. Tap on “Write Review” on your card below to start the self review.
Fill up the questionnaire. Once done, tap “Submit” found at the bottom of the questionnaire. The review status of that submission will change based on the review types selected in the cycle:
Review Type | Current Status | New Status |
Self Review Only | “Awaiting Self Review” | “Self Review Submitted” |
Self + Downward Review | If self review has not be completed,
| If downward review has not be completed,
|
Submitting Downward Reviews
In downward reviews, reviewers will complete and submit the appraisal form to evaluate their assigned reviewees. Reviewers will be notified when it is time to start writing downward reviews.
Downward reviews will be available to access and complete in the following situations:
When review cycle starts (downward review only + goals are not included)
After score weights have been set (downward review only + goals are included, learn more here)
When self review is completed (self + downward review)
If the review cycle includes self and downward review, reviewers will be able to view the self review results before writing the downward review.
On Web
Only Owners and Managers can write reviews on the webapp.
To view the reviews that you are required to complete,
Go to “Appraisals”.
Under “Reviews to Complete”, you will see a card that displays the name of the Review Cycle and the number of reviews you have to complete.
Click on the card to view more details.
Here, you can see the list of reviewees that you are required to review. Click on “Write Review” to write a review for the selected reviewee.
Note: If a self review has not been completed, reviewers cannot write reviews yet
Fill up the questionnaire. Once done, tap “Submit” found at the bottom of the questionnaire. The review status of that submission will change based on the review types selected in the cycle:
Review Type | Current Status | New Status |
Downward Review Only | “Awaiting Downward Review” | “Downward Review Submitted” |
Self + Downward Review | If downward review has not be completed,
| If downward review has been completed
|
On App
Only Managers, Supervisors and Employees can write reviews on the mobile app.
To complete assigned reviews,
Select the Heart icon on the top right of the screen to open up the EngageAny tab.
Scroll down to “Appraisals” and select “See More”.
Select the review cycle with the pending red icon
Here you can view more details on the review cycle. Tap on “Write Review” on your card below to start the self review.
Fill up the questionnaire. Once done, tap “Submit” found at the bottom of the questionnaire. The review status of that submission will change based on the review types selected in the cycle:
Review Type | Current Status | New Status |
Downward Review Only | “Awaiting Downward Review” | “Downward Review Submitted” |
Self + Downward Review | If downward review has not be completed,
| If downward review has been completed
|
Viewing Results
To view the final results as a reviewee, the cycle admin / reviewer must publish your results. Learn more here.
Once published, the selected reviewee will be notified to view the results in-app