Setting up a review campaign

Before getting started

Currently in France, employers are obliged to conduct two types of reviews for their employees: a professional review (every two years) and a fixed working days review (every year). This module will therefore allow administrators not only to assess the performance of users, but also to suggest and set pay rises and monitor their progress.

Find out more about setting up the “Feedback request” tab on this help page.

Creating a campaign

The "Reviews" module allows administrators to launch digitized review and/or assessment campaigns, with suitable form templates.

To launch a new campaign, simply go to "Campaigns" in the menu and then click on the "Create a campaign" button (1).

If you want to reuse an existing campaign, you can duplicate it by clicking on icon (2) as shown below.

A window appears: enter the campaign name and category.

It is essential to correctly fill in the categories of your campaigns so that you can filter them by category, but above all so that the recommendation wizard can suggest the right reviews. A recommendation rule is based on the same categories as the campaign rule. More information is available on this help page.

After validation, six tabs appear to guide you through the campaign setup.

The "Process" tab

Basic settings

The existence or absence of a preparation of the review as well as its due date
The campaign completion deadline
The reviewer (Please note: the option “A user type based on data from a HR file” is only available with Core HR)
The presence or name of a third-party review approver
Whether or not the employee has validated the review report, with the option of reservation and/or refusal (see the dedicated help sheet).
Assessment period

Advanced options

From the advanced options, it is possible to configure the following:

Campaign owner

The campaign owner will be notified of campaign events:
HR messages sent
- Validation with comment/reservation
- Refusal of a review

Showing recent edits to employee information

This box displays recent changes in employee information:
- Seniority, if the seniority date is not entered in the employee information, it is the start date of the last contract that is taken into account.
- Change of job (job title)
- Manager
- Department

Hiding the campaign from an employee

You can hide the campaign from an employee. The employee will then not be alerted that there is a review and will not be able to view it. To do this, check the box and the employee will not be required to prepare the review nor validate it.

For example, this feature could be used for an end of trial period review, for example. The manager - reviewer - will be able to give their opinion and also, potentially, request opinions from peers to decide whether the employee will continue to work in the company or not. If the employee stays, they will not be aware of the various answers given by the manager to the questions in the review template.

Authorizing access to all reviews in the campaign on an exceptional basis

This option exceptionally gives a wider view of the reviews to a campaign owner who would not normally be able to view all reviews (see dedicated help sheet)

"Population" tab

It is used to add or remove employees by filtering on:

Establishment
Department
Occupation category
Review campaign
Start date at the company
Population type
Type of contract

By clicking on "advanced selection", the administrator has the option to enter a user's login details directly.

"Review form" tab

This is used to create the review form, which will be visible to both the employee and the reviewer.

In the review form, you can configure an introduction that will be visible at the top of the review. This introduction does not require answers, unlike the questions in the body of the review. It is retractable (by default it is open the first time for anyone who has a step to complete in the review, then collapsed the second time) and its title is configurable if you prefer to start with a welcome sentence or a question:

In the body of the review, you can set up questions of the following type:

Free text
Scale
List
Star
Goals
Data from the HR file (depends on the Core HR offer, and only the "text" and "simple list" data are taken into account for the moment)

The optional/mandatory/absent or read-only character for the form of the assessed employee and the reviewer can be specified for each of the questions

Questions can also be filtered to be visible to certain employees only. For example: new employees who arrived a few months previously, or a particular department, those with a specific contract or certification, etc. Find out more.

Finally, a summary with or without a rating can be added, the employee will be able to consult it in the review summary. If you have the Core RH software, this summary will be stored in your employees' HR files, so it's worth activating it (find out more).

“Feedback request” tab