Before getting started
Once your campaign has been launched, you can track its overall progress and send reminders to employees via the Dashboard tab, and you can also manage reviews via the Individual progress tab. This help sheet explains the possible actions.
Tracking progress
In the dashboard tab, you'll get an overview of the progress of reviews and you have the option of:
- Sending reminders to employees for specific steps
- Viewing the details of reservations or comments added
To help you process reservations and warnings, you can use the dedicated tab to easily see all of the messages sent to you.
Tracking/editing a launched campaign
Over the life cycle of a campaign, the reviewer for an employee can very often change, or the reviewer may be off work for a period. Below, we explain all of the editing actions that you can carry out:
1. Edit the reviewer or the second approver
Has the employee recentlychanged manager or has their reviewer been absent during the campaign? Not to worry, as long as the review hasn't been completed, you can edit the reviewer via the campaign's individual progress section.
2. Editing review dates individually
Employee or reviewer temporarily absent? The review can be postponed.
To do this, simply click on the calendar icon on the left (red box) > Edit the dates.
No emails will be sent out when the dates are edited, so you'll need to notify the employees concerned.
3. Set a review back to a previous step
Has a review been published prematurely? Only administrators can set a review back to a previous step.
They simply need to click on the three dots (1) at the end of the review's progress status line > Click on "Go back a step…" (2). A confirmation modal window will display the review items that will be saved and deleted if you want to continue with the action.
4. Viewing the history
The review history records when you go back or complete a step, this can be accessed via the three dots, as shown below:
5. Adding/deleting an employee to/from a campaign
See the dedicated help sheet Adding/deleting an employee to/from a campaign that has already been launched.
6. Editing settings
See the dedicated help sheet: Editing campaign settings
7. Closing and/or deleting a campaign
See the dedicated help sheet: Closing/Archiving/Deleting a review campaign
8. [Advanced option] - Restricting visibility of a campaign's reviews to the permissions defined in roles
By default, reviews can be viewed by people with the permission View reviews within the scope defined by the permission: e.g. the Sales Department. This means that an administrator may have access to certain campaigns that are administrated by everyone, but they can only view the reviews for a certain department within the campaign. Yet, if in the campaign process > advanced option > the "Give access to all reviews for this campaign" option has been selected, as an exception, the reviews for this campaign will be visible to all administrators (those who have the permission Create and administrate[…] campaigns).
This option can be removed but cannot be applied after a campaign has been launched. To do this, go into the Settings tab of a launched campaign (in progress or closed), then click on Restrict access.
Analyzing campaign responses
You can also analyze the responses for a campaign (in progress or closed) as soon as the first review has been completed, via the dedicated tab: Analyzing the responses for a campaign