This article explains what a manager review is in Personio, and how to manage it.

What is a manager review in Personio?

A manager review is a review type that allows supervisors to give feedback to their direct reports, if the direct reports are participating in a performance review cycle. The functionality is as follows:

1. You assign manager reviews to employees in a performance review cycle. To assign reviews you need the Administrator role, or edit rights for cycles.
2. The employees' supervisors receive a notification. They can complete the review under the To do tab in Performance & Development > Feedback. They don't need to be part of the cycle.

Sent manager reviews can be viewed by:

• supervisors, 
• the entire reporting line above the current supervisor (if the option is enabled),
• administrators, and
• employees with edit rights for cycles and cycle reviews.

Add a manager review to a performance review cycle

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

Once reviews are assigned, an email notification informs the relevant supervisors. They can access the draft manager reviews under Performance & Development > Feedback > To do.

Fill out and submit a manager review

To fill out and submit a manager review, follow the steps below.

1. Go to Performance & Development > Feedback.
2. Click on the relevant manager review under the heading To do.
3. The relevant manager review form will display. Enter the feedback into the relevant form fields.
4. To Submit the review without sharing it, click Submit review. A dialog box displays, asking you to confirm your choice. Click Submit review.

The review is now visible to Administrators and employees with edit rights for Cycles.

Share the review with the recipient

You have two options to share a submitted manager review with the recipient. You can either share the review when submitting it, or at a later stage, after the review has been submitted.

Option 1: share the review when submitting it

Note
Only Administrators and employees with edit rights for cycles can enable this option. They can do so when adding a manager review to a cycle. If the option is not enabled, it does not appear in the manager review form.

After filling in the review:

1. Select Share review with [the recipient], if the option is enabled.
2. Click Share review. A dialog box displays, asking you to confirm your choice. Click Share review. 

The review is now visible to Administrators, employees with edit rights for Cycles, and the recipient. Note that the review can be made visible to the recipient's supervisor, or to any subsequent supervisor along their entire reporting line. To know more, read our article about sharing and confidentiality settings.

Option 2: share the review after it's been submitted

If you are an Administrator or an employee with edit rights for cycles, you can enable the option to share a submitted manager review at any time. You can do so as long as the review cycle is live.

1. Go to Performance & Development > Cycles. 
2. Select the relevant review cycle.
3. The cycle overview page opens. Select the relevant employee.
4. On the upper right, click Allow manager review sharing. The status of the employee's manager review changes to Sharing allowed. An email notifies the supervisor, who can now edit the review and share it with the employee.
5. Optional: To directly share the manager review with the recipient, select the employee and click Share manager reviews on the upper right. A dialogue box displays, asking you to confirm your choice. Click Confirm.

Note that the review can be made visible to the recipient's supervisor, or to any subsequent supervisor along their entire reporting line. To know more, read our article about sharing and confidentiality settings.

Edit a manager review

Note
▶︎ Manager reviews can only be edited while a review cycle is in progress.
▶︎ If the review has been submitted, the supervisor can still edit it.
▶︎ If the review has been shared, the supervisor needs to unlock the review to edit it. For more information on editing reviews, see Manage a Performance Review Cycle.

To edit a Manager review, follow the steps below. 

1. Go to Performance & Development > Feedback.
2. If the manager review has not been sent, click on the relevant manager review under the heading To do. If the manager review has been sent, click on the relevant manager review under the heading About others. 
3. The relevant manager review form will display. Click on Edit review at the bottom right side of the form. A message will display confirming that changes that you make to the form aren't autosaved for reviews that you have already sent.
4. Make the necessary changes in the relevant form fields.
5. To save the changes, click on Update review. 

Export a manager review

Once the reviewer has submitted a review, you have the option to export it to the Documents tab of the feedback receiver, or to download it as a PDF file:

Notes
▶︎ Reviews that haven’t been shared with the feedback receiver cannot be exported to their Documents tab.

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 Manager reviews, click the button indicating the status of the review. Note that you can only access submitted or shared reviews.
3. The review details page opens. On the top right, click Export.
4. 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.
5. Click Export.