A manager or leadership review is an opportunity for managers to assess their strengths and potential coaching needs of their team members. Developing key leadership behaviors can help managers in effectively leading their teams, while also providing individuals a chance to give constructive feedback about core skills and competencies needed to lead a team effectively.
- Selecting Reviews on the navigation menu.
- Clicking Create a review on the upper right side.
- Choose "Leadership review". (You can also add a self-assessment for all feedback recipients.)
On the Participants page, add in your feedback recipients by clicking the blue Edit button next to Recipients.
A pop up will appear where you can select who will be asked to participate in the self-assessment by checking the box adjacent to their name or you can add everyone by checking the box 'select all'. Once you add in the feedback recipients Impraise will automatically match them to their direct managers in the system. Note: only managers will be added to the review
In this section, you can choose what topics, questions, or values the participants are going to give feedback on. You can either choose a topic from your company's pre-populated (competency) library or write your own custom questions or topics.
Once added you can adjust the response methods, as “rating scale with comment” will be the default method.
Tip: When a self-assessment is included, you can set an alternative version of the topics which will be seen only by the feedback recipients. It allows those reviewing themselves to have the question or topic positioned in an inward perspective.
Tip: You can adjust the order that the questions are after creating them, by clicking on the six dots on the left side of the question and dragging the question, to the place that you like.
Before launching a review you need to choose a start and end date and time. Once you add in a start and end date, you can configure what default reminder notifications will be sent.
On the start date and time, an invitation will be sent to all participants. As the review progresses your selected reminders are sent to the review participants who haven't completed their tasks.
All review reports will only be shared at the deadline.
Add in a title/context
On the Communication page, you will first need to enter a title for your review, survey or form. It should be specific and easily referable. Such as, Marketing Leadership Review 2020.
Next, enter in the review context. Note, this context will be sent in the initial email to all participants taking action in the review, and will appear on the review task in Impraise. Whether you're completing a self-assessment, review of your manager, or both the context will be the same for everyone.
See example communication here
Before scheduling your review decide whom the reports should be shared with: The feedback recipient and/or the feedback recipient manager. Review reports are shared at the deadline, simultaneously with recipient and manager when applicable. You cannot edit who will receive the report once the review launches.
Keep in mind, in a leadership review the manager is the feedback recipient.
Tip: You can also add "Observers" who will receive all individual reports from the review. We recommend adding an observer to every review. An observer should be a generic / HR account that is used for scheduling and filing, to ensure there is one account with all review reports.
When you feel you are ready click Save and close. Always double-check the summary of your review, then select the Schedule button to set your review in motion!
Important: When setting up a performance review using a template, all hierarchy matches will automatically be made based on the information within the User page. If the reporting lines in our database are not up-to-date, it will cause discrepancies in the setup of the review.