Currently there are several steps before the performance review is finalized. HR initialize > employee completes> email sent to the manager and then manager completes > manager finalizes review > email sent to the employee and then the employee finalize review. How can we minimize so many steps?
Currently the finalized review gets stored in the Vista module in separate attachments. It should be stored in the same attachment. The only space that it can be accessed as a combined review is in the Viewpoint portal and even then, you would have to print the report and do a side by side comparison.
Currently you are only able to set 1 due date for the review to be complete. It should allow for a due date for the employee and then a due date for the manager
Sarah Crowe
| Company | Consolidated Construction Co., Inc. |
| I need it... | Yesterday...Come on already |
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You can create a custom SSRS report to show the combined review. But I agree this module needs some polishing. We recently completed a project with Fiddletree Systems to align the module with our process, and creating a manager due date was one of the customizations.
Hi Sarah, you can shorten the performance review process by enabling the portal setting Auto Finalize Performance Review when Manager has completed review. I'll attach a screenshot for reference.