How to Auto Assign in Talenta Performance

Article author
Learning Center Mekari
  • Updated

In Talenta Performance Review, you can create performance assessments for employees working at your company. The review methods you can use to conduct evaluations are Manager Review, Team Review, 360 Review, and Self Review. In this section, you will learn how to perform automatic assignment or Auto Assign for reviewers responsible for conducting evaluations using the Manager Review method.

Here are the steps:

  1. Log in to review.talenta.co.
  2. In the Reviews menu, select Review Cycle.
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  3. Click “Create New Cycle”.
  4. Enter the name of the cycle you want to create in the Cycle name field.

  5. Select the employees you want to include in this review cycle.

  6. Enter the performance assessment period you want to evaluate in the Time Frame for This Cycle section.

  7. Enter the start date of the performance review cycle in the Cycle start on field.

  8. Enter the deadline for submitting performance reviews in the Review period field.
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  9. Check Repeat cycle automatically after the cycle ends if you want to duplicate the cycle for the next period.
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  10. Enter other required information about the cycle. Learn how to input review cycle information here.

  11. Then, activate the Manager Review method.

  12. Click “Automatically assign the employee manager to each selected member” to enable the Auto Assign feature for reviewers who will conduct the evaluation. Then, click "Save".

    This feature will automatically assign reviewers under several conditions:
    - The manager assigned as the reviewer will be automatically designated based on the employee’s approval path.
    - If there is no approval path, the assignment will be based on the Job Position in the Organization Structure (one level above).
    - If neither condition is met, the Super Admin/HR responsible must manually assign the reviewer. Learn how to manually add reviewers and manage the created review cycle here.

  13. Click “Submit” to save the Review Cycle. The system will automatically assign the manager as the reviewer according to the approval path.
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  14. To see who the reviewers are in that cycle, click "Actions", then View Detail.

  15. Click the "Actions" button, then click Detail.

  16. You can view the reviewers who can provide evaluations in the Reviewers column.

  17. The manager will receive an email notification from the system informing them that they have been assigned as a reviewer as follows.
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    The manager will receive this email one day after HR adds the manager to conduct the performance review of their employees.

That concludes the guide on how to auto assign in Talenta Performance. Next, you can learn how to manage reports in Talenta Performance here.