Team Reviews (Manager)
This document covers the manager experience for evaluating direct reports and team members in performance reviews.
Overview
As a manager, you evaluate your team members' performance by reviewing their self-assessments, providing your own evaluation, and conducting interviews. The "My Team's Reviews" tab gives you access to all reviews where you are the evaluator.
Accessing Team Reviews
Navigation: My Reviews (from main menu)
│
└── My Reviews Page
├── Tab 1: "My Reviews" (reviews about you)
└── Tab 2: "My Team's Reviews" (reviews you evaluate)
My Team's Reviews Tab
Team Reviews List View
┌─────────────────────────────────────────────────────────────────┐
│ MY REVIEWS │
├─────────────────────────────────────────────────────────────────┤
│ [ My Reviews ] [ My Team's Reviews ] │
├─────────────────────────────────────────────────────────────────┤
│ [Search...] [Campaign ▼] [Status ▼] │
├─────────────────────────────────────────────────────────────────┤
│ │
│ EMPLOYEE │ CAMPAIGN │ STATUS │ PROGRESS │
│ ────────────────┼────────────────────┼─────────────┼─────────── │
│ Alice Chen │ Annual Review 2024 │ In Progress │ ████░░░░ │
│ │ Self: ● Done │ You: ○ Start│ │
│ Charlie Davis │ Annual Review 2024 │ In Progress │ ██████░░ │
│ │ Self: ● Done │ You: ● 50% │ │
│ Diana Evans │ Annual Review 2024 │ Ready │ ████████ │
│ │ Self: ● Done │ You: ● Done │ → Interview│
│ Frank Garcia │ Q4 Check-in │ Waiting │ ░░░░░░░░ │
│ │ Self: ○ In Prog │ You: — │ │
│ │
│ Showing 1-4 of 8 reviews │
│ │
└─────────────────────────────────────────────────────────────────┘
Table Columns
| Column | Description |
|---|---|
| Employee | Team member being reviewed |
| Campaign | Which review campaign |
| Status | Current review phase |
| Progress | Visual progress indicator |
| Self-Review | Employee's self-evaluation status |
| Your Status | Your evaluation progress |
| End Date | Campaign deadline |
Status States
| Status | Meaning | Your Action |
|---|---|---|
| Waiting | Employee hasn't submitted self-review | Wait for employee |
| In Progress | Ready for your evaluation | Complete evaluation |
| Ready | Both completed, ready for interview | Schedule meeting |
| Interview | In interview phase | Conduct interview |
| Completed | Review finalized | No action needed |
Filtering Options
| Filter | Description |
|---|---|
| Search | Filter by employee name |
| Campaign | Show specific campaign only |
| Status | Filter by review status |
Starting an Evaluation
When You Can Start
You can begin your evaluation when:
- The employee has submitted their self-review (in sequential mode)
- The campaign has started (in parallel mode)
Opening a Review
- Click on a team member's review row
- Review modal opens with your evaluation form
Review Introduction (Manager View)
┌─────────────────────────────────────────────────────────────────┐
│ EVALUATION: ALICE CHEN [Close] │
│ Annual Performance Review 2024 │
├──────────────────────────────────────────────────────────────── ─┤
│ Progress: ░░░░░░░░░░░░░░░░░░░░ Step 1 of 7 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ EVALUATING: Alice Chen │
│ Position: Senior Software Engineer │
│ Department: Engineering │
│ Reports to: You (Bob Smith) │
│ │
│ REVIEW PERIOD │
│ January 2024 - December 2024 │
│ │
│ TIMELINE │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Your Evaluation Deadline: February 12, 2024 ││
│ │ Interview Phase: February 19, 2024 ││
│ │ Campaign End: February 28, 2024 ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ EMPLOYEE'S SELF-EVALUATION │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ✓ Submitted on January 25, 2024 ││
│ │ [View Self-Evaluation] ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ [Save & Leave] [Begin →] │
└─────────────────────────────────────────────────────────────────┘
Viewing Employee's Self-Evaluation
When Visibility is Enabled
If the campaign allows you to see the employee's answers:
┌─────────────────────────────────────────────────────────────────┐
│ ALICE'S SELF-EVALUATION [Close]│
├─────────────────────────────────────────────────────────────────┤
│ │
│ SECTION: GOAL ACHIEVEMENT │
│ │
│ 1. Describe your key achievements this year │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ "This year, I successfully led the migration of our ││
│ │ authentication system to a new framework, reducing ││
│ │ security incidents by 40%. I also mentored two junior ││
│ │ developers, both of whom are now contributing ││
│ │ independently to the codebase." ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ 2. How would you rate your overall performance? │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ● Exceeds expectations ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ [Previous Section] [Next Section] │
│ │
│ [Close] [Continue to Your Eval →] │
└─────────────────────────────────────────────────────────────────┘
Using Self-Evaluation in Your Assessment
As you complete your evaluation, you can:
- Reference the employee's self-assessment
- Compare their perspective with your observations
- Identify alignment and differences
- Note topics to discuss in the interview
Completing Your Evaluation
Evaluation Form
Your form mirrors the employee's but from your perspective:
┌─────────────────────────────────────────────────────────────────┐
│ EVALUATION: ALICE CHEN [Close] │
├─────────────────────────────────────────────────────────────────┤
│ Progress: ████████░░░░░░░░░░░░ Step 3 of 7 │
│ │
│ [ Intro ] [ Goals ✓ ] [ Competencies ] [ Skills ] [ Dev ] │
│ [ Future ] [ Submit ] │
├─────────────────────────────────────────────────────────────────┤
│ │
│ SECTION: COMPETENCY ASSESSMENT │
│ │
│ Evaluate Alice's competencies based on your observations. │
│ │
│ 1. Rate Alice's technical competency * │
│ │
│ ○ Far exceeds expectations │
│ ● Exceeds expectations │
│ ○ Meets expectations │
│ ○ Needs improvement │
│ ○ Below expectations │
│ │
│ 2. Provide examples of technical competency demonstrated │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Alice demonstrated exceptional technical competency ││
│ │ during the auth migration project. She proactively ││
│ │ identified potential security vulnerabilities and ││
│ │ proposed solutions before they became issues... ││
│ └─────────────────────────────────────────────────────────────┘│
│ 285 / 2000 characters │
│ │
│ [← Previous] [Save & Next →]│
└─────────────────────────────────────────────────────────────────┘
Assessing Skills
┌─────────────────────────────────────────────────────────────────┐
│ SECTION: SKILLS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review and assess Alice's demonstrated skills. │
│ │
│ ALICE'S CLAIMED SKILLS │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ JavaScript ████████████████ Expert [Agree] [Adjust] ││
│ │ React ████████████░░░░ Proficient [Agree] [Adjust] ││
│ │ Python ████████░░░░░░░░ Intermediate [Agree] [Adjust] ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ADD SKILLS YOU'VE OBSERVED │
│ ┌───────────────────────────────────────────────────── ────────┐│
│ │ [+ Add Skill] ││
│ │ ││
│ │ Suggested based on Alice's work: ││
│ │ ○ System Design ││
│ │ ○ Mentoring ││
│ │ ○ Security Best Practices ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
└─────────────────────────────────────────────────────────────────┘
Rating Past Objectives
┌─────────────────────────────────────────────────────────────────┐
│ SECTION: PAST OBJECTIVES │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review Alice's objectives and provide your assessment. │
│ │
│ OBJECTIVE 1: Lead authentication system migration │
│ ┌─────────────────────────────────────────────────────── ──────┐│
│ │ Alice's Self-Assessment: ● Exceeded ││
│ │ ││
│ │ Your Assessment: * ││
│ │ ● Exceeded ○ Met ○ Partially Met ○ Not Met ││
│ │ ││
│ │ Manager Comments: ││
│ │ ┌─────────────────────────────────────────────────────┐ ││
│ │ │ I agree with Alice's assessment. She not only met │ ││
│ │ │ the deadline but also reduced security incidents │ ││
│ │ │ beyond our original target. │ ││
│ │ └──────────────────────────────────── ─────────────────┘ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ OBJECTIVE 2: Mentor junior developers │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Alice's Self-Assessment: ● Met ││
│ │ ││
│ │ Your Assessment: * ││
│ │ ● Exceeded ○ Met ○ Partially Met ○ Not Met ││
│ │ ││
│ │ Manager Comments: ││
│ │ ┌─────────────────────────────────────────────────────┐ ││
│ │ │ Both mentees have grown significantly. I'd rate │ ││
│ │ │ this as exceeded given the impact. │ ││
│ │ └─────────────────────────────────────────────────────┘ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
└─────────────────────────────────────────────────────────────────┘
Reviewing Future Objectives
┌─────────────────────────────────────────────────────────────────┐
│ SECTION: FUTURE OBJECTIVES │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review and add to Alice's proposed objectives. │
│ │
│ ALICE'S PROPOSED OBJECTIVES │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ 1. Implement notification system (Q2 2025) ││
│ │ ☑ Approved ☐ Needs revision ☐ Not approved ││
│ │ Comments: Aligns well with team roadmap ││
│ │ ││
│ │ 2. Complete React certification (Q1 2025) ││
│ │ ☑ Approved ☐ Needs revision ☐ Not approved ││
│ │ Comments: Good development goal ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ADD MANAGER OBJECTIVES │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ [+ Add Objective for Alice] ││
│ │ ││
│ │ Title: Lead the Q3 platform refactoring project ││
│ │ Due: Q3 2025 ││
│ │ Description: Take ownership of the legacy code ││
│ │ modernization initiative. ││
│ │ [Save Objective] ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
└─────────────────────────────────────────────────────────────────┘
Adding a Second Reviewer
During the evaluation phase, you can add a secondary reviewer:
┌─────────────────────────────────────────────────────────────────┐
│ ADD SECOND REVIEWER [Close]│
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review for: Alice Chen │
│ │
│ Add a secondary reviewer for additional perspective. │
│ │
│ Second Reviewer │
│ [Search for reviewer...] │
│ │
│ Suggested: │
│ ○ Carol Davis (Project Lead - works closely with Alice) │
│ ○ David Lee (Tech Lead - same project) │
│ ○ Eva Ford (Senior Engineer - peer reviewer) │
│ │
│ Relationship │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Project Lead ▼ ││
│ └────── ───────────────────────────────────────────────────────┘│
│ │
│ Note: Secondary reviewer will receive same form but cannot │
│ lock/unlock or finalize the review. │
│ │
│ [Cancel] [Add Reviewer] │
└─────────────────────────────────────────────────────────────────┘
When to Add Second Reviewer
- Cross-functional projects (project lead's perspective)
- Technical assessments (senior peer review)
- 360° feedback scenarios
- When you want additional validation
Submitting Your Evaluation
Pre-Submit Review
┌─────────────────────────────────────────────────────────────────┐
│ EVALUATION: ALICE CHEN [Close] │
├─────────────────────────────────────────────────────────────────┤
│ Progress: ████████████████████ Step 7 of 7 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ READY TO SUBMIT YOUR EVALUATION │
│ │
│ SUMMARY │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ✓ Goal Achievement - Completed ││
│ │ ✓ Competency Assessment - Completed ││
│ │ ✓ Skills Review - 5 skills assessed ││
│ │ ✓ Past Objectives - 2 objectives rated ││
│ │ ✓ Future Objectives - 3 objectives (2 approved, 1 add)││
│ │ ✓ Overall Assessment - Completed ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ COMPARISON SUMMARY │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Overall Rating: ││
│ │ Alice's Self: Exceeds Expectations ││
│ │ Your Rating: Exceeds Expectations ✓ Aligned ││
│ │ ││
│ │ Key Differences to Discuss: ││
│ │ • Mentoring objective - you rated higher than Alice ││
│ │ • Python skill level - you suggest higher proficiency ││
│ └───────────────────── ────────────────────────────────────────┘│
│ │
│ WHAT HAPPENS NEXT │
│ • Alice will be notified (if visibility enabled) │
│ • Interview phase will begin │
│ • Schedule a meeting to discuss │
│ │
│ [← Back] [Submit Evaluation]│
└─────────────────────────────────────────────────────────────────┘
After Submission
┌─────────────────────────────────────────────────────────────────┐
│ ✓ EVALUATION SUBMITTED │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Your evaluation of Alice Chen has been submitted. │
│ │
│ NEXT STEPS │
│ ────────────────────────────────────────────────────────────── │
│ 1. Interview phase begins now │
│ 2. Schedule a meeting with Alice │
│ 3. Discuss both perspectives │
│ 4. Finalize and sign the review │
│ │
│ Interview Deadline: February 19, 2024 │
│ │
│ [Schedule Meeting] [Return to Team Reviews] │
└─────────────────────────────────────────────────────────────────┘
Managing Multiple Reviews
Workload Overview
┌─────────────────────────────────────────────────────────────────┐
│ YOUR REVIEW WORKLOAD │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Annual Performance Review 2024 │
│ Deadline: February 12, 2024 (5 days remaining) │
│ │
│ Total Reviews: 8 │
│ ┌───────────────────────────────────────────────── ───────────┐ │
│ │ ████████ 3 Completed │ │
│ │ ████████████ 3 In Progress │ │
│ │ ████ 2 Not Started │ │
│ └────────────────────────────────────────────────────────────┘ │
│ │
│ PRIORITY ORDER (by deadline / readiness) │
│ 1. ⚠️ Charlie Davis - Self done, you haven't started │
│ 2. ⚠️ Frank Garcia - Self done, you haven't started │
│ 3. 🔄 Alice Chen - In progress (50%) │
│ 4. 🔄 Diana Evans - In progress (75%) │
│ 5. 🔄 George Hill - In progress (25%) │
│ 6. ✓ Henry Irwin - Completed │
│ 7. ✓ Ivy Johnson - Completed │
│ 8. ✓ Karen Lee - Completed │
│ │
└─────────────────────────────────────────────────────────────────┘
Batch Processing Tips
EFFICIENCY STRATEGIES:
1. Group similar reviews
├── Complete all evaluations for same campaign together
├── Maintain consistency in ratings and language
└── Fresh context for each campaign's criteria
2. Address pending self-evals first
├── Start with reviews where employee is done
├── They're waiting on you
└── Keeps pipeline moving
3. Use templates for common feedback
├── Prepare language for common competencies
├── Customize per individual
└── Maintain quality while improving efficiency
4. Schedule dedicated review time
├── Block calendar for evaluations
├── Minimize context switching
└── Give each review proper attention
Changing Evaluators
As a manager, you may need to reassign reviews:
Change Evaluator
┌─────────────────────────────────────────────────────────────────┐
│ CHANGE EVALUATOR [Close]│
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review for: Alice Chen │
│ Current Evaluator: You (Bob Smith) │
│ │
│ Reason for change: │
│ ○ Reassigning to another manager │
│ ○ Employee transferred to different team │
│ ○ Unable to complete (leave/departure) │
│ ○ Other │
│ │
│ New Evaluator │
│ [Search for evaluator...] │
│ │
│ ⚠️ Note: If you've already started your evaluation, your │
│ progress will be lost. │
│ │
│ [Cancel] [Transfer Review] │
└─────────────────────────────────────────────────────────────────┘
Interview Phase
See Interview Day for detailed documentation on conducting the interview as a manager.
Signing Reviews
Manager Signature
┌─────────────────────────────────────────────────────────────────┐
│ SIGN REVIEW │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Review for: Alice Chen │
│ │
│ By signing, you confirm: │
│ • You have completed your evaluation │
│ • You have conducted the interview discussion │
│ • The review accurately reflects your assessment │
│ │
│ SIGNATURE STATUS │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Alice Chen: ✓ Signed on Feb 18, 2024 ││
│ │ You: ○ Pending ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ SIGNATURE │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ ││
│ │ [Draw signature here] ││
│ │ ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ☐ I confirm this review is complete and accurate │
│ │
│ [Cancel] [Sign and Complete]│
└─────────────────────────────────────────────────────────────────┘
Tips for Managers
Before Starting Evaluations
PREPARATION CHECKLIST:
□ Review employee's job description and objectives
□ Gather performance data and metrics
□ Collect peer feedback (if available)
□ Review notes from 1:1 meetings throughout the year
□ Check previous review for context
□ Understand rating criteria and calibration guidance
□ Block dedicated time for thoughtful evaluation
During Evaluation
BEST PRACTICES:
DO:
├── Be specific with examples and dates
├── Balance positive feedback with growth areas
├── Connect feedback to business impact
├── Consider the full review period, not just recent events
├── Align with calibration discussions
├── Provide actionable development suggestions
└── Rate based on expectations for the role level
DON'T:
├── Rush through evaluations
├── Copy-paste generic feedback
├── Let recency bias dominate
├── Avoid difficult conversations
├── Inflate or deflate ratings without justification
├── Make comparisons to other employees
└── Skip reviewing the employee's self-assessment
Writing Effective Feedback
FEEDBACK STRUCTURE:
Situation: What was the context?
Behavior: What specifically did they do?
Impact: What was the result?
Example:
"During the Q3 product launch (situation), Alice proactively
identified a security vulnerability and worked extra hours to
fix it before release (behavior). This prevented potential
customer data exposure and saved an estimated $50K in potential
remediation costs (impact)."
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Can't see employee's self-eval | Visibility disabled | Check campaign settings |
| Employee not showing in list | Not assigned as evaluator | Contact HR/Admin |
| Can't start evaluation | Employee hasn't submitted | Wait or contact employee |
| Lost my progress | Session timeout | Answers auto-saved, refresh page |
| Can't add second reviewer | Wrong phase | Only available during evaluation phase |
| Review marked complete | Interview already done | Check if signatures collected |
Navigation
- Previous: My Reviews (Employee)
- Next: Interview Day
- Back to: Documentation Index