Assign reviewer(s) to a Performance Review
ClayHR allows you to choose the number and type of reviewers for any particular performance review. Possible layers of assessment (“Assignment type”):
- Self review
- Supervisor – Manager
- Supervisor – Manager’s Manager
- Supervisor – Head of Org. Unit
- Peer
- Direct Report
- Other
- External Reviewer – for individuals outside of the organization
To assign and notify reviewer(s) for a Performance Review, follow these steps:
- Hover over the "Performance" icon in the left menu, then select “Performance Reviews”.
- Click on “All Reviews”.
- Only reviews with the following status admit new or more reviewers: “In Draft”, “No Reviewers Assigned”, “Scheduled”, “In Progress” and “Ready to Consolidate”
- Click on the User name whose performance review is being sent to reviewers.
- Click on “Add Reviewer” to make the following choices:
- Reviewers
- Based on role: manager, manager’s manager, head of org. unit, peer, self review, or direct report (Assignment Type)
- By name.
- Due Date: You can design a different performance review process/flow:
- Sequential: where different reviewers have different due dates. A typical example would be: self-review first; then the manager, and lastly the manager’s manager.
- Parallel: all reviewers have the same due date.
- Combination of both: A typical example would be: self-review and peers with one due date, followed by the manager, and then the manager’s manager
- Notifications to reviewers. You can:
- “Notify now”
- Defer the launch of the review and schedule the notifications to reviewers at a later date
- Visibility options for the names of reviewers and the content of their assessment before the publication of results
Performance Review Assignment Notifications
ClayHR ensures you never miss a performance review with personalized notifications that keep you informed and on schedule.
When a Review Is Assigned
Subject: Performance Review for [User Name]
Get notified instantly when your review is available and start directly from your inbox.
Weekly Reminders
Subject: Pending Performance Review
Receive weekly alerts until your review is completed.
Daily Alerts Before Due Date
Subject: Pending Performance Review
Starting three days before the deadline, daily reminders help you stay on track.
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