FAQs for Admins

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Welcome to our Performance FAQs page!

Here, we've compiled answers to the most frequently asked questions we get about using the Performance module, designed to simplify your understanding and enhance your experience. This resource is your go-to destination for quick insights and troubleshooting tips.

Click any of the questions below to get the answer you're looking for.

How Can I Remind My Employee To Complete Their Review?

If your employee hasn't completed their review yet, you can remind them to complete it.

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  1. In the Performance module, select their review. 
  2. Click the three dots and choose Remind Participants.

They'll get an email notification and a reminder on their Humi dashboard to complete their review. 

I'm Trying To Create A Review, But I Can't Find Any Review Templates. What Should I Do?

Before you can create a review, you'll need to set up a review template. 

Just click here to learn how to create your review template. This guide will walk you through each step, making it easy to get started. 

How Can I Make Feedback Private?

You can control the visibility of your feedback by selecting an option from the Visibility dropdown:

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  • Private: Only the recipient can view the feedback.
  • Manager: The employee's manager can view the feedback.
  • Administrator: Only admins can view the feedback.

Related article: How To Give Feedback

How Can I Change A Question On The Review?

It's easy to update a question on your review template but keep in mind that the change will only apply to future reviews. Existing reviews will stay the same.

So, if you've already sent out the review and want to tweak a question, update the template and resend the review.

Follow these steps to edit a question on an existing review:

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  1. In Performance, click the Templates tab. 
  2. Select the review you want to edit.
  3. In the Template Questions section, click Edit.
  4. Make the necessary changes to the questions and click Save Template. 

Related article: Managing Performance Reviews

Can I Change An Answer After Submitting The Review?

Once a performance review has been submitted, you cannot edit or update any responses. If changes are necessary, you must create a new review and delete the current one.

Alternatively, you can add a note in the Notes section after completing the review.

Screenshot 2024-08-01 at 4.31.58 PM.pngTo do this, navigate to the review in the Performance module, scroll down to the Notes section, and click Add Note.

How Do I Use Goals?
Goals are work-related objectives assigned to employees. On the goal's details page, employees can add updates and follow a timeline to help them accomplish their tasks. This page also includes a progress tracker, giving real-time updates on their progress toward the goal.
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To create a goal, in Performance under the Goals tab click the + Create Goal button and fill in the goal's information. 
To learn more, read this article that explains how to create a performance goal in more detail.
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