This article is intended for managers.

• 🗺️ How does a review work?
• 🔔 How do I find out about an upcoming review?
• 📝 How do I complete my review?
• 🧑🏽‍💻 How can I share my answers?
• 📤 Send an invitation to my report's calendar
• 🔓 How can I reopen my assessment or the self-assessment in order to modify it?
• ✍🏽 How do I sign my review?
• 🖨️ How do I print/export my review?
• 👀 Who has access to my answers?

🗺️ How does a review work?

A review takes place in several distinct stages, generally in the following order:

• Launching the campaign ➡️ The reviewee and the reviewer(s) receive an invitation email.
• Preparing for the review ➡️ The reviewee and the reviewer(s) can prepare for the review on their own. The draft remains private.
• Sharing the reviewee's draft ➡️ The reviewer now has access to the reviewee's draft so that he/she can take it into account.
• Face-to-face review ➡️ The reviewee and the reviewer(s) exchange information during the review. Elevo is used as a discussion tool.
• Sharing of comments by the reviewee ➡️ The employee receives an email notification so that he/she can access the preparation of the review.
• Review signature (optional, to be set by your HR team)

🔔 How do I find out about an upcoming review?

As soon as one of your employees is selected as a participant in a review cycle, you will be notified by email.

You can access the review via the Access Reviews button in the email, or via Reviews > My Team.

📝 How do I complete my review?

You will then be able to prepare your managerial evaluation in several steps, at the same time as your employee, by answering the various questions and completing the objectives (if the option is activated). Until your employee has shared their preparation with you, you cannot access their comments and share your preparation.

⚠️ Warning : The objective setting will be visible to the employee even if you haven't shared your answers yet.

Once your employee's self-assessment is shared, you are notified by email and can access it.

Access to your review history (Employee panel)

In this section, you'll find the reviewee's review history and 360° feedback, so that with just a few clicks you can access all the information you may need to complete the review:

History tab

• Name and date of the employee's reviews (as well as the IA summary if this has been activated),
• Name and date of the employee's imported reviews,
• Name and date of the employee's 360° feedback (if the product is activated),
• Name, date and associated groups of the employee's people reviews (if the product is activated).

Training tab

• Name, date and duration of training sessions carried out by the employee (if the product is activated),
  Name, date and duration of training sessions planned for the employee (if the product is activated).

Professional background tab

• Name of the position, starting date and duration,
• Fixed and variable remuneration ➡️ for authorized users only (global administrator, indirect managers and direct managers if enabled + the concerned employee).

More information on this article: Consult the professional background of an employee

These items are sorted by date, with the most recent at the top.

🧑🏽‍💻 How can I share my answers?

As soon as your preparation is complete, you can share it with your employee so that he or she can access it by clicking on Share.

📤 Send an invitation to my report's calendar

As a manager, you have the ability to send an invitation to your employees' calendar for a specific evaluation.

To do this, simply go to Reviews > My Team :

You can also do this action directly in the review:

You can then select the date, start time, and duration by clicking on the calendar logo. You will always be able to edit or delete an invitation directly on Elevo. Take into consideration that it is not possible to modify the invitation to add a link to a video tool for example or to add a third person. 

💡 Note : Elevo takes into account different time zones (an invitation sent at 44 pm CEST (France) will be sent at 11 am EST (New York)

🔓 How can I reopen my assessment or the self-assessment in order to modify it?

If your employee wants to make changes to their review after they have shared it with you, you can give them back the control by following these steps.

If you have already shared your manager assessment, you can reopen it from “Reviews > My team > Reopen the evaluation of the main reviewer.”

You can also do this action directly from the review. If two reviewers have been appointed, it will be possible to reopen both evaluations or only that of the main reviewer or the additional reviewer. It will be necessary to reopen the main reviewer's evaluation first in order to be able to reopen that of the additional reviewer.

⚠️ Warning : This action cannot be performed if the review has already been signed. If you are in this situation, contact your HR Admin so they can unblock the situation.

✍🏽 How do I sign my review?

Once your review has been shared by you and your manager, simply write your first and last name in the box provided, as entered on Elevo :

⚠️ Warning: Spelling is important (accents, hyphens...). The slightest difference between first and last names will make it impossible to sign. This error is the cause of most signature blockages.

Signatures made via Elevo have the value of an electronic signature, guaranteeing :

• a reliable process,
• guaranteed identification of the signatory,
• a guarantee of the logical link between the signed document and the identity of the signatory.

🖨️ How do I print/export my review?

A button at the top of your review allows you to download/save/save the review in PDF format and then print it.

👀 Who has access to my answers?

Visibility evolves as the process moves through its stages:

• During the preparation phase, only the employee has visibility to their draft.
• Once the employee has shared, their responses become visible to the main reviewer (and additional reviewer if there is one) as well as the HR team.
• The additional reviewer then shares their answers and makes them visible only to the main reviewer.
• The main reviewer shares his or her answers with the additional reviewer and makes them visible to the employee and the HR team.