ReviewSnap Quick Training Reference System Layout and Navigation. Employee Role

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1 ReviewSnap Quick Training Reference System Layout and Navigation The Reviewsnap system is easy to navigate and its features and functions are straightforward and intuitive. The user s desktop layout and access to system features and functions will vary depending on which roles have been assigned to each user (see Quick Training Reference on User Roles). Once logged into the Reviewsnap system the landing page will display anywhere from 1 3 folder tabs depending on the roles assigned to the user. Within each tab is a menu bar listing the functions that are available. The screen shots that follow display the basic layout and functions associated with each of the four user roles. Employee Role Those users whose system privileges include only the Employee role functions will have just one visible tab on their system landing page titled Review Process and within this tab is a menu bar with links to Manage Reviews, Manage esignatures and Create Journal Entries. All performance management actions associated with creating or completing self-reviews, viewing completed reviews, managing goals, and creating/viewing journal entries are accessible by clicking on the Manage Reviews link on the menu bar. All electronic approval actions required by the employee are accessible by clicking on the Manage esignatures link on the menu bar. The employee s performance journal can be accessed either by selecting the Create Journal Entries link on the menu bar, or by selecting the Create/View Journal Entries link from within the Manage Reviews section. To access all of the performance management functions, click on the Manage Reviews link on the menu bar. The Manage Reviews page (screen shot below) displays an employee drop down menu for selecting employees and immediately underneath is a two column table displaying Employee Information on the left hand side and a list of available Actions for the selected employee on the right hand side. Those users whose account privileges are limited to the Employee role can only access their own information and the actions associated with their own performance (no other employee names will appear in the drop down menu). As reflected in the screen shot below, the employee information includes employee name, address, manager(s), home department, job title with link to job description if uploaded into the system, R number and hire date. The performance management actions associated with the employee are listed in the Actions column. These actions include Create or Complete a Review, View Completed Reviews, Manage Goals, and Create/View Journal Entries. There are no update functions available within the Update Employee Information link.

2 To access the electronic signatures page, click on the Manage esignatures link on the menu bar. The Manage esignatures page (screen shot below) will display a list of any performance reviews that require the employee s electronic signature. Within the Employee role, electronic approval actions are limited to signing off on the employee s own performance review at the end of the process when prompted by the system. To access the employee s Performance Journal, click on the Create Journal Entries link on the menu bar. The Create Journal Entries page (screen shot below) will display the employees whose performance journals are

3 accessible by the user. Those users whose system privileges include only the Employee role will only see their own record appear on this page, and thus are only able to access their own performance journal. To access the performance journal the user will click on the Select link listed under Actions. As previously noted, the performance journal can also be accessed from the Manage Reviews page as well. For step by step instructions associated with all performance management actions associated with the Employee role, and other features of the system, please refer to the following Reviewsnap Quick Training References: Reviewsnap Quick Training Reference: Creating/Completing a Self-Review Reviewsnap Quick Training Reference: Viewing Completed Reviews Reviewsnap Quick Training Reference: Managing Goals Reviewsnap Quick Training Reference: Performance Journals Reviewsnap Quick Training Reference: Split Screen Capability Reviewsnap Quick Training Reference: Electronic Approvals Evaluation Manager Role Those users whose system privileges also include the Evaluation Manager role will have the same basic landing page layout as those users with the Employee Role (as detailed in the above section), with the main difference being that in addition to accessing their own records and self-performance management functions, Evaluation Managers also will be able to access all the records, and performance management and electronic approval actions for assigned staff. Thus, within the Review Process tab Evaluation Managers will have a slightly different menu bar of options that includes Manage Employees, Manage esignatures and Create Journal Entries (screen shot below).

4 To access the records and performance management functions for both self and assigned staff, click on the Manage Employees link on the menu bar to display the Manage Employees page (screen shot below). By default when logging into the system the Evaluation Manager s own record will appear in the Employee Information section along with links to all of the self-performance management actions available to the Evaluation Manager in the Actions section. Evaluation Managers can also access the records and functions associated with assigned staff simply by clicking on the employee drop down menu and selecting the employee whose records and functions they wish to work with. Once a different employee has been selected from the drop down menu and their records have populated within the Employee Information section, all performance management actions listed in the Actions section will pertain the selected employee.

5 To access the electronic signatures page, click on the Manage esignatures link on the menu bar. The Manage esignatures page (screen shot below) will display a list of any performance reviews that require the Evaluation Manager s electronic signature. Within the Evaluation Manager s role, electronic approval actions include both signing off on their own performance review at the end of the process, as well as signing off on performance reviews for assigned staff. To access the Performance Journals for self and assigned employees, click on the Create Journal Entries link on the menu bar. The Create Journal Entries page (screen shot below) will display the employees whose performance journals are accessible by the user. To access a performance journal the user will click on the Select link listed under Actions. As previously noted, the performance journals can also be accessed within each assigned employee s record from the Manage Reviews page as well.

6 For step by step instructions associated with all performance management actions associated with the Evaluation Manager role, and other features of the system, please refer to the following Reviewsnap Quick Training References: Reviewsnap Quick Training Reference: Creating/Completing a Self-Review Reviewsnap Quick Training Reference: Viewing Completed Reviews Reviewsnap Quick Training Reference: Managing Goals Reviewsnap Quick Training Reference: Performance Journals Reviewsnap Quick Training Reference: Split Screen Capability Reviewsnap Quick Training Reference: Electronic Approvals Department and Division Head Roles Those users whose system privileges include Department or Division Head roles will have the same basic landing page layout, with access to the same functionality associated with the Employee and Evaluation Manager user roles described above. In addition, there will be two additional tabs on the landing page titled Review Setup and Reporting (see screen shots below). The Review Setup tab provides access to the cascading goals functionality and the Reporting tab provides access to the Statistic Dashboard for running reports.

7 Review Setup Tab with access to Manage Cascading Goals on the menu bar Reporting Tab with access to Statistics Dashboard on the menu bar For step by step instructions associated with these Department and Division Head role actions, please refer to the following Reviewsnap Quick Training References: Reviewsnap Quick Training Reference: Cascading Goals Reviewsnap Quick Training Reference: Statistics Dashboard