We understand having a step-by-step process is helpful when navigating a new system. In WorkDove, there is more than one way to get started and many additional features to consider when creating your process. With that being said, we created a simple process and recommended workflow to get you started with Performance Reviews. Adjust as needed to meet your organization’s unique needs.

Recommended Performance Review Workflow:

Step 1: Manager (or Admin) Creates Review

To start the process, each employee needs a Performance Review created in the WorkDove system at the start of the review cycle. Depending on the organization, reviews can be assigned by either the account administrator or the employee’s manager. Consult with your HR team before beginning a new review cycle to prevent duplicate assignments.

There are several options for creating and assigning Performance Reviews. Visit this article to learn more about the options. (Note: If your organization utilizes the Goals application, you will need to determine who is responsible for adding the employee’s goals to the assigned review.)

Step 2: Manager Conducts Alignment Meeting

The manager and employee should meet at the start of the cycle to ensure all parties understand the performance expectations that will be assessed at the time of the review. This helps to avoid surprises for employees when it's time to complete their self-assessment and ensures there are clear expectations throughout the cycle.

Step 3: Employee Completes Self-Assessment

WorkDove’s Performance Review application is designed for the employee to complete their self-assessment first. Visit this article to learn more about completing the employee self-assessment.

Step 4: Manager Reviews & Completes Evaluation

The manager will review the employee's self-assessment ratings and notes and then complete the coaching section within the employee’s Performance Review. At this point in the process, the manager should only mark the assessment as complete and not sign the review. Visit this article to learn more about completing the manager’s assessment.

Step 5: Manager Conducts Review Conversation

Once both assessments are complete, the manager and employee can meet virtually or face-to-face to discuss the comments, ratings, and any additional coaching needs.

Step 6: Manager Signs Review

After the conversation, the review is ready to be signed by the manager. Visit this article to learn more about signing reviews. This will trigger an email to the employee letting them know it is their turn to sign the review. (Note: Signing the review makes all manager notes and ratings visible to the employee.)

Step 7: Employee Signs Review

The final step in the process is having the employee sign the review. Visit this article to learn more about signing the review from the employee’s perspective. (Note: Some organizations prefer for the signing process to happen at the end of the review conversation.)

After completing all steps in the workflow, you will need to ensure that a new review is set up for the next cycle. If no changes will be made to the review template, you can choose to copy the review by following the steps in this article.