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Guide
Complete a performance review
For every employee: write your self review when a review cycle starts, give feedback about a colleague if you are asked, and read your reviewer's review when it is shared. For managers: write and share the reviews of your team.
Before you start
- You can see My WorkReviews in the left menu.
- Your HR team has started a review cycle. You are told in Zonitix (the bell), and by email if your company has email set up.
Write your self review
Step 1: Open Reviews
Go to My WorkReviews. When yours is due, a highlighted box reads “Your self review is due”, with the cycle’s name, your reviewer and the due date. The same review is listed under “My reviews”.
Step 2: Answer the questions
Click “Write self review” and answer each question. Your goals are shown in the form to remind you what you set out to do.
Click “Save draft” to stop and come back later. A draft is private: nobody else can read it.
Step 3: Submit
Click “Submit” and confirm. From then on your reviewer can read it and you can no longer change it. If you need to correct something afterwards, ask HR to reopen it.
Give feedback about a colleague
Step 4: Only if you are asked
If a colleague’s reviewer has asked for your view, a card titled “Feedback to give” appears on the same page, marked “Waiting for you”. Click “Write”, answer, and click “Submit”. You can “Decline” instead.
The line under the title tells you who will read it. The reviewer always sees your name. Your colleague either does not see it at all, or may read your words later without your name.
For managers: review your team
Step 5: Write each review
On the same page, “Reviews to write” lists the people you review. Click “Write”. Once the person has submitted their self review, their answer is shown beside each question. Write yours, set the overall rating if the cycle asks for one, and click “Submit”. The person cannot see it yet.
Step 6: Share it
The review moves to “Ready to share”. Have the conversation with the person, then click “Share” and confirm. Sharing cannot be undone without HR.
In some cycles HR compares ratings across teams before anyone shares. The form tells you so, and “Share” is offered once HR has released the ratings.
What you should see
After you submit: “Self review submitted.” Under “My reviews” it shows “With your reviewer”.
When your reviewer shares, it shows “Shared with you”. Click “Open” to read their answers beside yours, and the rating if the cycle has one.
If something goes wrong
- "You have no reviews yet. They appear here when HR starts a review cycle."
- No cycle that includes you is running. There is nothing to do. If colleagues have one and you do not, ask HR to add you.
- The Submit button is greyed out
- A required question has no answer yet, or, for a reviewer, the overall rating is not set. Fill those in.
- The box says "no reviewer yet"
- Nobody is set as your manager, so HR has to choose a reviewer for you. You can still write and submit your self review.
- "This review cycle is closed."
- HR has closed the cycle and nothing more can be written or shared. Reviews already shared stay visible to you.
- You submitted too early
- Ask HR to reopen your self review. You cannot change it yourself once it is submitted.
Still stuck? See When something goes wrong, or Contact Zonitix support.