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How a supervisor completes a review form

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Objectives:

Learn how a supervisor can complete a review form as a part of an employee's performance management process. The review form can also be assigned to an employee, and the employee can complete the assigned review.

What's in this article?

💡Good to know: Learn how to create a performance review form here, as well as how to assign the review form to an employee here. Additionally, learn how an employee completes an assigned review form within MyPay here.

AllianceHCM tips: Keep an eye out for tips from our experts!

How a supervisor completes a performance review form

  1. A supervisor can access the Employer Sections of a review in AllPay within the Reviews tab in the HR menu
    AllianceHCM tip: You may have to scroll down a bit to get to this section, and there are multiple views available
  2. Select the appropriate setting for the review
    1. Employee Complete: The Employee Section is complete
    2. Employer Complete: The Employer Section is complete
    3. Show in MyPay: The employee can now see the final complete review in MyPay
      AllianceHCM tip: Don't mark Show in MyPay until everything is complete by a supervisor
  3. Options to save, print, and electronically sign and complete are at the bottom of the supervisor section

Supervisors access their portions on the Reviews tab in the HR menu

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Select the appropriate setting for the supervisor review

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Options to save, print, and electronically sign and complete are at the bottom of the supervisor section

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Tracking and approving reviews

  1. Track the progress of reviews and approve reviews by hovering over the Self Serve menu and under the Approval column choosing Review Approval
  2. Filter this view using the options at the top
    1. Survey: Choose which review form to filter by
    2. Employee completion: Filter by employee completion state. Choices are: That employee has completed; That employee has not completed; That employee has or has not completed
    3. Employer completion: Filter by employer/supervisor completion state. Choices are: That employer has completed; That employer has not completed; That employer has or has not completed
    4. Date Range
    5. User Group

Hover over the Self Serve menu and under the Approval column choosing Review Approval

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Filter the view

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