| Note: The Performance Reviews feature is not available by default in academies. To activate it, submit the request to support or your customer success representative. |
Schoox allows you to create Performance Reviews within the academy so that you can review your employees. This way, you can keep track and share important insights on the performance of your direct reports.
Navigation
In the left navigation, make sure you are in the Team Workspace.
When in the Team workspace, select Performance Reviews -> Team Performance Reviews.
Completing Performance Reviews
To review an incomplete review, find the incomplete review in question in the list and click on the Review button. The page is organized by individual reviews.
Filtering, searching, and sorting options can be used to find a specific review.
Filtering options include Profile title, Cycle date, Reviewee, Due date, State (status), and Type.
Sorting options include Due date, Profile titles, Reviewee names and Cycle date.
Once you locate the review, simply select the Review button to access the corresponding profile.
Selecting a review will display the reviewer, the reviewee, and any co-planner associated with that review. If applicable, a link to the corresponding self-review will also be available.
After selecting the Start Performance Review button, you will be presented with the sections that require your attention.
Then the review and the performance areas.
Review:
Performance Areas:
You may need to review your employees under the Performance Areas that your Admin has defined. Here you just need to add a rating and your review.
At the end of the process, a summary page will be available along with a downloadable PDF. The PDF is organized into sections and incorporates academy branding.
PDF:
Completing the review will share the results with the employee.
Please also note that if there are any self-review ratings, you will find them under the Employee Self-review.
In general, the feedback and ratings for a review period must reflect the reviewee’s progress (goals and skills) within that same timeframe. A snapshot of this progress is captured either at the end of the Review Cycle or when the review is initiated, depending on your administrator’s configuration.
You may be required to assess your employees’ performance on specific skills. In this case, you will need to provide a score for each job skill assigned to the employee, along with written feedback. You may also need to review employees based on the goals assigned to them.
Important: After you release your review, no further changes can be made. The review will then move to a completed or pending-approval status (if an approval workflow is enabled). At that point, you will only be able to view the review, not edit it.
How can another user view completed reviews in the reviewer role?
In certain scenarios, users other than the original reviewer may have visibility into completed reviews within the Team Performance Reviews → Completed section. Below are the key conditions under which this is possible:
1. Matching Reviewer Role in a New Cycle
If a performance profile includes multiple cycles (e.g., one for 2024 and another for 2025) within the same profile (not separate performance profiles), a newly assigned reviewer can view completed reviews from a previous cycle if the following conditions are met:
The new reviewer holds the same role as the previous reviewer, defined by:
- Job
- Organizational Node (Above/Unit)
When these conditions are met, the new reviewer will see completed reviews from the earlier cycle under:
Team Performance Reviews → Completed
2. Manage Access Toggle
If the performance profile has the "Managers of reviewers can see completed reviews" toggle enabled during profile setup, the following applies:
Users who are Heads of an "Above Unit" will have visibility into completed reviews for Above Units below them in the organizational hierarchy.
These reviews can be accessed under:
Team Performance Reviews → View Only (sub-tab).
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