During the completion of a Review, the subject of the review (the person who is self-assessing) can reference in the review things that they have bookmarked relating to themself or their reviewer.
Likewise, the reviewer (manager) can incorporate things they bookmarked about the subject of the review.
Reflections Explained
Both managers and direct reports can add reflections to a review. They can add different reflections to review topics.
For example, Tom could add a goal as a reflection in one of his review topics, while Tom's manager could choose a learning assignment.
You can add as many reflections to a single review question
You can add reflections to all the question types - free response, custom scale/rating, and multiple choice
After a review cycle is published, you can still work on things that would be reflections
For example, managers and direct reports can bookmark 1:1 topics after their review cycle is active, and those topics will appear as options to add as reflections (as long as they meet the above criteria). Same for completing feedback or learning
After submitting a review, the reflections will appear under the submitted answer for the person that added it. Then it will open in a drawer where the details can be viewed.
For learning, it doesn’t include the content
Adding Agenda Topics as a Reflection
Agenda topics from your 1:1 with your direct manager that have been bookmarked by clicking the “add topic to next review”
Both managers and direct reports can bookmark their topics. Each party will only be able to add the topics that they have bookmarked to their review as reflections
1:1 meeting dates for the bookmarked topics must be within the start and end dates of the review cycle
Any related comments will be pulled in for that agenda topic
Adding Goals as a Reflection
Goals that have a start and end date that overlap with the start and end dates of the review cycle
Either the start or end date of the goal can overlap with the start and end dates of the review cycle. For example, Tim's Goal started Dec 22 and ends Dec 23 and his review cycle runs from Jan 22- Dec 22, which means this goal will pull in as a Reflection.
An objective is required
The goal is not required to be shared with the manager
Cannot be a Private Goal
Action items are not required
The owner of the goal must be the direct report
Managers can only add goals that the direct report is the owner of
Direct reports can only add goals that they are the owner of
Collaborative goals do not apply
Adding Learning as a Reflection
Learning that was assigned to a direct report by their manager OR assigned to a manager by their direct report that includes a due date within the start and end date of the review cycle
An introduction and due date are required
The assigned party must complete learning
Feedback
Any feedback that was requested from the direct report to their manager OR from the manager to their direct report that includes a due within the start and end date of the review cycle
An objective and due date is required
The assigned party must have completed feedback requests
Video Walk-Thru
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Keep an eye out for big updates to Reflections coming soon!
Please reach out to Leadr Support if you have any questions or concerns!