If your cycle includes a Peer party, the next step after the review starts is to nominate and approve peer reviewers.
While creating a cycle, you can choose one of the three selection methods:
Employees themselves nominate colleagues who will review them. In this case, you can enable obligatory confirmation of nominated peers by the employee's manager or review creator (considered as HR)
Only the employee's manager or review creator (considered as HR) assigns peers
Only the review creator (considered as HR) assigns peers
Employees nominate peers
If the 'Employees nominate peers' option is set, each employee chooses colleagues from whom they want to receive feedback. To do it, the employee must complete the following steps:
Go to Me > Reviews. By default, the current review is displayed.
In the Review cycle to-dos list, find the Nominate your peers section.
In the corresponding field, select 3-5 colleagues you interact with the most in your work processes and who can provide a useful and objective assessment of your performance.
Click Submit my peers when the selection is done.
💡 The selected peers must then be approved by the employee's manager or review creator (considered as HR) if the option 'Require managers or HR to approve nominations' is selected in the review cycle settings.
All nominated colleagues are displayed in the Peer nominations tab.
Status 'Pending' displays that they must be approved by the employee's manager or HR.
Manager or HR approval of peers
A manager can access the approving menu in 2 ways:
Click Approve peers in the To-do's section on the Home page
Go to Me > Reviews tab
An HR needs to complete the following steps to approve any employee's peers:
Open Performance > Reviews.
Find the required review cycle and open it.
Click the progress bar in the 'Submitted reviews' column.
In the opened tab, approve or decline peers.
💡 If the manager deletes nominated reviewers, they will be skipped. The HR is also able to delete reviewers but can add anyone in their place.
Only the managers or HR select peers
In case the corresponding option is selected, the employee's manager or HR, who creates the review cycle or can manage all review cycles, must assign peers.
A manager needs to go to Me > Reviews > Peer nominations. They select as many employees as they want and click Submit peers when the list is ready.
An HR needs to open Performance > Reviews, find the required cycle, and open it. When they click the progress bar in the 'Submitted reviews' column, a tab opens where they can select as many employees as they want and submit them as peers.
Only HR selects peers
HR, who creates the review cycle or can manage all review cycles, can assign peers in the Performance > Reviews tab. After opening the relevant review cycle and clicking the progress bar in the 'Submitted reviews' column, a tab opens allowing them to select and submit as many peers as needed.
🎉 Once peers are nominated and approved, they receive notifications about the need to complete the review.