Teamflect makes the performance review process seamless and effective, enabling employees and managers to evaluate performance, reflect on progress, and align future objectives. This step-by-step guide will walk you through the process.
Note: This guide outlines the steps for a generic review to be completed since every template/form may include different sections, questions, requirements, etc. If you have specific requirements from your people, please communicate them with your people internally.
1. Completing a Self-Review
A self-review is an opportunity to reflect on your achievements, identify areas for growth, and provide valuable input for your overall evaluation.
Here's how to complete it in Teamflect:
Step 1: Access Your Review
Log in to Teamflect and navigate to the "Reviews" section from the main dashboard.
Locate the review assigned to you under the "My Reviews" tab.
Click on the ''Complete self-review'' button to open it.
Step 2: Fill Out the Self-Review Form
Answer Questions: Respond to each question in the review form. These may include open-ended questions about your achievements, challenges, and areas for development.
Provide Ratings: If the review includes rating scales, select the option that best reflects your self-assessment.
Add Attachments (if applicable): Attach any relevant documents or files that support your responses, such as reports, project updates, or feedback from peers.
Note: Please remember that you must fill out all the required questions to submit your form.
Step 3: Submit Your Review
Once all sections are complete, scroll down to the bottom of the review.
Click "Submit". Your self-review will now be sent to your manager for further evaluation. Once you submit your answers, you will not be able to modify them but you will be able to view them.
3. A final pop-up window will show you the next steps as well as the option to close the review page or to stay so you can assess your answers.
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