Use these stats to quickly evaluate the progress of reviews and send mass reminders.

3 Stats included are: Self Assessment Not Completed, Awaiting Your Review, and Awaiting Review Conversation. Accounts that require Approval also include: Awaiting Your Revision and Awaiting Approval.

Each Stat includes the record count and % of records in relation to the # of records in the Current Review table.

Each Stat includes the option to:

- View Records which filters the table to review the records

- Send Reminders for the specific records

See below for more detail about each stat and the corresponding email.

Self Assessment Not Completed records - all current review records where employees have not yet marked their assessment as complete. Self Assessment column = No. Email reminder is sent to employees to complete their self assessment.

Awaiting Your Review records - all current review records where managers have not yet marked the review as complete. These records may or may not have been rated by the manager. Email reminder is sent to managers to complete their ratings and comments with the option to include records where employees have not yet completed their assessment.

Awaiting Review Conversation records - all current review records where managers have marked the review completed and have the sign option on the table. Email reminder is sent to managers to schedule, conduct the review conversations, and sign the review.

Awaiting Your Revision records (If Approval Required is enabled) - all current review records that are NOT approved. This requires the manager to revise their ratings and/or comments and resubmit the review for approval. Email reminder is sent to managers to revise the review and resubmit for approval.

Awaiting Approval records (if Approval Required is enabled) - all current review records that have been submitted for approval but have not yet been approved. Email reminder is sent to the requested manager to approve or the Admin / Super Users (if Managers not allowed to approve).

If the review submitted is approved the record is included in the Awaiting Review Conversation Stat.

Note: For reminders: if more than 1 record applies to a single manager, the email reminder includes the total number of review records that apply. (i.e. You have 3 reviews pending...)

Have questions? Start a conversation.