Reviews in Performance Management

The Performance Management app offers a flexible, user-friendly, fully integrated app that helps you align your workforce around common goals to achieve shared success. Zenefits makes it easy to launch and track review cycles, and to quickly access performance data for groups of employees and individual workers. 

Performance Management is seamlessly integrated and displays all of your employee data in one place.  Leverage the native integration with the rest of the Zenefits platform to deliver data-driven insights utilizing information on performance, benefits, payroll, employee turnover, and more.

A mobile-first design lets employees and managers complete the review process whenever and wherever they are, increasing completion rates and reducing time-to-completion.

Address the unique objectives of your organization and the specific job responsibilities of your workforce.  Get started by leveraging a library of pre-built review templates and then customize the questions to reflect the unique goals of your company.

How do I create a new review?

Administrators can start a new review by clicking on the Create Review button. There are two options to Create a new review with custom settings or use a pre-made templates crea... Learn more

How do I create a custom review?

Administrators will be able to create a custom review when creating a review. After naming the review and adding a description, the questions can be configured.A question can be... Learn more

How can I create a review using pre-made templates?

Administrators will be able to use pre-made templates when creating a new review. Zenefits offers a wide variety of pre-made templates for your reviews. Some examples include: P... Learn more

How do I edit reviewers for a particular review?

You are able to edit the reviewers for any active review. In order to do this, follow the steps outlined below after you login to your Zenefits Dashboard:Click the Performance M... Learn more

How do I define what the ratings represent?

While creating a new review, you’re able to add questions that could be answered with a rating on a 5-point scale. To define what the ratings represent, follow the steps outline... Learn more

How do I edit an active review as an administrator?

You are unable to add, remove, or edit the questions once you ’ve sent out a review. You can, however, end the review and start a new one. To end the review:Click the Performanc... Learn more

How do I edit a review that I submitted?

Once your review has been submitted, you will be unable to update or change any feedback. Learn more

Reopening reviews in Performance Management

Archived reviews will appear in the Review section. A review will show as archived if:An administrator or manager has ended the reviewThe review date has passed for all reviewee... Learn more

How do I get a review out of the draft status?

In order to get the review out of the “draft” status, you must complete the entire setup. To complete the review, please follow the steps below:Click the Performance Management ... Learn more

Who can create a review?

Administrators and managers may create a new review in the Performance Management app. Managers may only create a review for their direct reports and anyone that reports to them.  Learn more

Can I edit a review if I have not submitted it?

Yes. You may save the review in order to have a conversation offline with the person being reviewed. To do this, please follow the steps below:Write the comments for the reviewC... Learn more

How are notifications sent out for Performance Management?

Reviewers: When a review gets started, all reviewers get notified through an inbox action (and a corresponding email notification) - reviewers can be the employee him/herself, t... Learn more

What happens if the reporting manager changes during the review?

To handle manager changes during a review cycle, the new manager will need to consult the previous manager. If that is not possible, then to consult the higher level manager to ... Learn more

How do I save templates I use in Performance Management?

Any HR administrator can save a review template for later use by following the steps below:Find an exisiting review under the Reviews tabSelect the three dots next to the review... Learn more

How do I extend a due date of a review?

You may extend the deadline of a review by following the steps below:Click on the Performance Management appSelect "Reviews"Click on the "View Details" button next to the review... Learn more

Where do the Performance Management documents live?

You may view the completed reviews in either employee’s profile under Documents from your dashboard or within the Documents app from your administrator dashboard. Employees can ... Learn more

Who can view a completed review?

The results are shown to manager or the main administrator. They may include any comments from peers when completing the summary for the revieweeleft by their manager. All comme... Learn more

Can I add more reviewers to an active peer review?

Yes! To do this, follow the steps below.Click on the review for which you wish to add more people. Click on three dots next to a specific reviewer's review and select Settings. ... Learn more

How to delete a review

You'll only be able to delete reviews that are in the Draft or Archived status.After logging into your Zenefits admin account, navigate to the Performance Management app.Click i... Learn more

How to export reviews

If you'd like to export a review from Performance Management into an Excel file (.xls), you can do so by following these steps:After logging into your Zenefits account, click on... Learn more

Where can I see review progress?

In Performance Management, all reviews have a Reviewer Progress and Feedback Progress bar. This assists with at a glance comprehension of the progress of reviews.All Review Opti... Learn more

How to assign a Contingent Worker in Performance Management

If you'd like to add any contingent workers to your Performance Management app for the ability to include them in reviews, goals, and one-on-ones, follow the instructions below.... Learn more

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