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Peer reviews

 

This article explains what peer reviews are in Personio, and how to manage them.

 

What is a peer review in Personio?

A Peer review is a review type that allows employees to provide feedback on their colleagues. Peer reviews can be added to a performance review cycle using the Performance Review Cycle Builder in Personio.

After the launch of a review cycle, Personio Administrators and employees with edit rights for cycles and cycle reviews can nominate employees to complete peer reviews.

Tip
Any active employee can act as a peer. However, it's good practice to assign peer reviews to employees in the same team, or under the same supervisors. You can find this information under Employees > Org Chart.

 

Add a peer review to a review cycle

You can add a peer review to a cycle when creating a new cycle or when editing a live one.

Assign peer reviews

You can assign a peer review in a live cycle, once the activity has started. Note that you cannot cancel the assignment.

  1. Under Performance & Development > Cycles, click the review cycle name to access the details of the review cycle. 
  2. Click the three dots located to the right and select Request peer feedback.
  3. The Assign colleagues to write peer reviews dialog displays. To assign Peer reviews to the relevant peers, select the checkbox beside the names of the peers. Click Send requests to employees.

The peers who have been nominated to provide Peer reviews receive an email notification. They can fill out and send their feedback under Performance & Development > Feedback.

Note
Supervisors now have limited access to the Cycles page. They can view the review cycles for which their direct reports are selected and check their review status. They can also nominate peers on the page that shows the details of a review cycle. 

 

Fill out and send peer reviews

To fill out and send a peer review, follow the steps below.

  1. Go to Performance & Development > Feedback.
  2. Click the relevant peer review under the To do tab.
  3. Enter the feedback into the relevant form fields.
  4. At the bottom of the template, you can see the sharing and confidentiality rules for the review:
    ▶︎ You can choose to share your feedback with the employee you are reviewing. This option is enabled when adding or editing a peer review.
    ▶︎ You can choose whether you want the employee you are reviewing to see your name. This option is enabled when adding or editing a peer review.
  5. Click on Submit review, or select Save for later to save it as draft and continue editing at a later stage.
  6. When you click Submit review, the Submit this peer review? dialog displays, stating who will see your feedback, with or without your name. Click Submit review.

Notes
▶︎ Regardless of these settings, the review is always shared with the employee's supervisor, with your name.
▶︎ The review can be shared with either the recipient's supervisors, or with any subsequent supervisor along their entire reporting line. Learn more about these sharing and confidentiality settings.

 

Edit peer reviews

Depending on the status of a review and the status of the review cycle, a review can be edited or not. 

Status Notes
Closed review cycle After a review cycle has been closed, the status of a peer review changes to Locked, and it is not possible to edit the peer review anymore.
Peer review in draft A peer review that is still in draft can be edited at any time. See below how to edit a peer review.
Sent peer review Once a peer review has been sent, its status changes to Locked (not editable). Only Personio Administrators, the receiver's supervisor, and employees with edit rights for cycles and cycle reviews can Unlock Locked-Review_en-us.png the peer review to allow editing.

 

To edit a peer review that has not been sent, or that has been unlocked, follow these steps: 

  1. Go to Performance & Development > Feedback.
  2. Under the To do tab, click the relevant peer review.  
  3. Make the necessary changes in the relevant form fields. Your changes will automatically be saved.

 

Track peer review progress

Personio Administrators, and employees with edit rights for cycles and cycle reviews can track the progress of peer reviews. Supervisors can track the progress of peer reviews assigned to their direct reports.

Where a supervisor is included in a review cycle that includes peer reviews, a counter is shown: for example, 0/2 submitted, where 0 is the number of peer reviews submitted and 2 is the total number of a supervisor's direct reports. 

Export a peer review

You have the option to export the review to the Documents tab of the feedback receiver, or to download the review as a PDF file:

Notes
▶︎ Reviews that haven’t been shared with the feedback receiver cannot be exported to their Documents tab.
▶︎ Reviews that have been shared confidentially will have n/a in the reviewer name field of the pdf.

  1. Go to Performance & Development > Cycles and click on the name of the relevant review cycle.
  2. The cycle details page opens. Next to the relevant employee and below Peer reviews, click the button indicating the number of submitted peer reviews.
  3. A window opens with the list of peer reviews concerning the employee. Click the relevant one. Note that you can only access submitted or shared reviews.
  4. The review details page opens. On the top right, click Export.
  5. Choose whether you want to export the review to the Documents tab of the feedback receiver, download the review as PDF, or both. Tick the relevant checkboxes.
  6. Click Export.
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