How to Manage Pending Action (Review) for Managers

Article author
Learning Center Mekari
  • Updated

Performance review is available on the Talenta Performance Dashboard. The entire list of Review tasks that each employee must complete can be seen in the Pending Action submenu of Performance Review. In addition, Managers can manage Pick goals for employees in the Pending action section.

Here are the steps:

  1. Open your Talenta Performance.

  2. On the "Home" page, go to the Pending Action tab. Then, click "View all tasks".

  3. A list of Active and History reviews will appear. On the Active Pending Action tab, you can see brief details such as Cycle name, Time frame, Review period, and Pending task. To see more detailed information, click "View task".

  4. The following view will appear.
    PendingactionmanagerExplanation:

    No. Button/Column Name Description
    1 Timeline Notes on the duration of the Time frame, Pick goals period, Manage goals period, and Pick co-worker period that the Manager can monitor within a certain cycle.
    2 Status Number of review statuses (Submit, Save as draft, and Not started) available in a particular cycle.
    3 Filter Filter the employee review list based on review method or status.
    4 Search bar Type the employee’s name here to search for employee data in the review list.
    5 Checkboxes Check to perform bulk actions (Review and Reset review).
    6 Pick goals

    Button to start managing and setting goals for a specific employee.

    - The number of goals already set is displayed on this button. A count of (0) means no goals have been selected yet. This number will change once goals are chosen.
    - This button can change to "Start review" if your task is to provide a review for that employee.

    You will be directed to this page where you can give reviews by choosing one of the options on the "Select rating" dropdown. After finishing your review, click "Submit".

  5. Click the "Pick goals" button next to the employee’s name you selected.

  6. A Pick goals pop-up will appear as shown in the following image. The selected goals side is still empty because no goals have been selected. To choose goals, you need to understand the following functions.
    PendingactionmanagerExplanation:

    No.

    Button/Column Name

    Description

    1 Search bar Search for goals by their name.
    2 Filter Click to filter goals you have previously created. You can filter by Goals progress, Measurement type, and Goal period. Then, click “Apply filter”.
    Pendingactionmanager
    3 Goals

    This is the list of goals you have previously created. You can select goals with a single click. The goals you select will move to the right side under the Selected goals list.

    Important
    The total goal weight must be exactly 100%.

  7. Click “Submit” if the goals you set are correct.

That is a brief overview of how to manage Pending Action (Review) for managers. Next, you can learn how to Display Review Results in Detail for Super Admin and Reviewer here.