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Team Review

Overview

 The Team Review section in Plumm allows users to provide feedback on other reviewees as part of various review processes. These reviews can be categorized into bottom-up, top-down, or peer reviews. Users can also manage and track the reviews they are responsible for completing, along with sorting reviews by year and searching for specific reviews.


In this article

  • Before you begin
  • Step 1: Accessing Team Review
  • Step 2: Giving Reviews
  • Step 3: Review Actions
  • Step 4: Sorting and Searching Reviews
  • Frequently Asked Questions (FAQ)

Before you begin

To access Team Review, you must have the necessary permissions. If permitted, a tab labeled Team Review will appear on the Reviews page.


Step 1: Accessing Team Review

  1. Click on the 9-dot Navigation at the top-left corner of your dashboard.
  2. Select Performance from the options.
  3. Under Performance, click on Review to go to the Reviews page.

Step 2: Giving Reviews

Types of Reviews:

  1. Bottom-up: Reviews provided by employees to their managers.
  2. Top-down: Reviews given by managers to their direct reports.
  3. Peer Reviews: Reviews given between colleagues.
Review Display:
  • Each review is displayed by name.
  • When clicked, users can view a list of reviewees under each category based on their role in the review process.

Step 3: Review Actions

Action Menu (Three Dots):
  • Next to each review name, there is an action menu (three dots) providing additional options.
  • View Score: If scoring is enabled for the review, users can click View Score to see the overall score they will give to reviewees. If scoring is disabled, a tooltip will appear indicating "No Score Available".

Step 4: Sorting and Searching Reviews

Year-wise Sorting:
  • On the Team Review page, use the year-wise drop-down menu to sort reviews by start date.
  • For example, selecting 2024 will display only reviews that started in that year.
Search Feature:
  • Users can search for a specific review by name using the search functionality.

Frequently Asked Questions (FAQ)

1. How can I access My Review?

 Navigate to Performance > Review. You must have the necessary permissions to see the My Review tab.

2. What types of reviews are available?

 Reviews can be bottom-up, top-down, or peer reviews, depending on the reviewer.


3. Can I submit a self-review?

 Yes, if assigned, you can submit your self-review on the My Review page.


4. What does the action menu (three dots) allow me to do?

 It provides additional options such as View Score (if scoring is enabled) or other actions depending on your access.
 

5. Can I see my review scores?

 Yes, click View Score to see the score, if enabled. If disabled, you will see No score available.
 
 

6. How can I sort reviews by year?

Use the year-wise drop-down menu on the My Review page to filter reviews by their start date.
 
 

7. Can I search for a specific review?

Yes, you can search for a review by name using the search feature.
 
 

8. What should I do if I don't see My Review in my profile?

If you can't see the My Review tab, contact your administrator to ensure you have the correct permissions.