You can create a new review cycle in Review cycle with 3 purpose options: Performance, Competency, and Evaluation Review. For evaluation cycles, in addition to setting a single review period for all employment statuses, you can also conveniently set multiple checkpoints within a single contract/probation period, so you no longer need to manually create and monitor separate cycles for each checkpoint. The Mekari Talenta Performance Management system will automatically create evaluation schedules according to the employee’s join date and end date. A summary of the cycle and its progress can be monitored in the Overview cycle chart. Learn more here.
This guide explains how to create an Evaluation cycle for evaluating employee performance during a specific employment period, such as a probationary or contract period. The steps are as follows:
Log in to review.talenta.co.
From the Reviews menu, click Review Cycles.
Click “Create New Cycle”.
In the Create your cycle pop-up, select Evaluation review. Enter the name of the cycle you want to create. Make sure the cycle name is complete and detailed, as shown in the image below. Then, click “Create”.
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You will then be directed to the Create new cycle page to complete the form.
No. Button/Field Name Description 1 Edit cycle name Button for changing the cycle name or changing the cycle purpose: performance, competency, or evaluation. 2 Employment status Select the employee status for which you want to configure the Evaluation review. 3 Filter of your employee(s) Filter employees by a specific Branch, Organization, Job position, or Job level. 4 Select template Select a template for this Evaluation review. -
Next, you can complete the Review period section, as explained below.
No. Button/Field Name Description 1 Single review Select this to apply only one review period, so you need to select when the review will begin before the employee’s employment period ends. For example, 7 days before the employee’s employment period ends. 2 Multiple review periods Use this option if you want to apply multiple review stages. Set the interval in months in the Review every field and the duration for employees to complete the evaluation through Review window. In the following example, the review period is set to every 2 months, with employees given 3 days to complete the evaluation. 3 Re-include employees with extended employment period Check this option if you want the system to automatically re-include employees whose employment period has been extended in the current review cycle. If it is not checked, the employees do not need to be evaluated again in this cycle. -
Next, you can select and configure one or more of the following review methods.
No. Button/Field Name Description 1 Manager review Enable this option to allow managers or direct supervisors to evaluate their subordinates’ performance. You can click “Manage” to configure the evaluation details and criteria for supervisors. The following explains each tab that you need to configure for Manager review.
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General
In this tab, you can configure the indicators and settings for the Manager review method, such as:
- Template: Select the manager evaluation indicator template to use.
- Reviewer: Select the method for determining the evaluator, such as based on the approval line.
- Automatically assign the employee manager to each selected member: Check this option to automatically assign each employee’s manager as the evaluator.
- Display review result in details: Check this option to display the manager’s evaluation results in detail to users. -
Goals
In this tab, you can include each employee’s goals as review indicators, such as:
- Include goals: Check this option to include each employee’s targets or goals as one of the evaluation indicators.
- Auto-score for goal on review form: Check this option so the system automatically calculates the target score based on the employee’s achievement percentage that you specify (Define rating from achievement percentage).
- Allow reviewer to edit auto-score from the system: Check this option to allow the reviewer to change the automatic score calculated by the system.
- Goal to include: Select the types of targets to include in the evaluation. -
Attendance performance
In this tab, you can calculate attendance scores based on each employee’s attendance data during this review period, such as:
- Include attendance data: Check this option so the system automatically calculates the employee’s attendance score based on attendance records from the attendance module during the review period. You can then specify the “Percentage range” for each Rating name. -
Reprimand
In this tab, you can include reprimand history data as an indicator for a maximum period of one year, such as:
- Include reprimand data: Check this option to display the employee’s reprimand history data on the evaluation form.
- Define a score or rating for reprimand: Check this option to determine the score or rating based on the type of reprimand received by the employee in the “Reprimand types” field. -
Weight
In this tab, you can set the weight of the Final score to be calculated after the review is completed, such as:
- Use weight: Select this option so the final score is calculated based on the weight percentage specified for each evaluation aspect, such as Review weight, Goal weight, Attendance weight, and Reprimand weight.
- Simple sum: Select this option so the final score is calculated by directly adding all aspect scores without considering the weight percentages.
After you finish configuring Manager review, click “Save”.
2 360-degree review Enable this option to apply a comprehensive evaluation method from multiple perspectives, such as peers, supervisors, and subordinates. Click “Manage” to configure the evaluators and 360-degree feedback rules. The following explains each tab that you need to configure for 360-degree review.
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General
In this tab, you can configure settings related to 360-degree review, such as:
- Template: Select the 360-degree evaluation indicator template to use for evaluating employees.
- Display 360-degree result for manager: Check this option so managers can view their subordinates’ 360-degree evaluation results on the evaluation form or the pending action page. -
Goals
In this tab, you can include each employee’s goals as review indicators, such as:
- Include goals: Check this option to include each employee’s targets or goals as one of the evaluation indicators.
- Auto-score for goal on review form: Check this option so the system automatically calculates the target score based on the employee’s achievement percentage that you specify (Define rating from achievement percentage).
- Allow reviewer to edit auto-score from the system: Check this option to allow the reviewer to change the automatic score calculated by the system.
- Goal to include: Select the types of targets to include in the evaluation. -
Weight
In this tab, you can set the weight of the Final score to be calculated after the review is completed, such as:
- Use weight: Select this option so the final score is calculated based on the weight percentage specified for each evaluation aspect, such as Review weight, Goal weight, Attendance weight, and Reprimand weight.
- Simple sum: Select this option so the final score is calculated by directly adding all aspect scores without considering the weight percentages.
After you finish configuring 360-degree review, click “Save”.
3 Team review Enable this option to involve team members in collaboratively evaluating one another’s performance. You can configure the team review through the “Manage” button. The following explains each tab that you need to configure for Team review.
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General
In this tab, you can configure settings related to Team review, such as:
- Template: Select the Team review indicator template to use for evaluating employees.
- Display team review result for manager: Check this option so managers can view the Team review results on the evaluation form or the pending action page. -
Goals
In this tab, you can configure settings related to Team review, such as:
In this tab, you can include each employee’s goals as review indicators, such as:
- Include goals: Check this option to include each employee’s targets or goals as one of the evaluation indicators.
- Auto-score for goal on review form: Check this option so the system automatically calculates the target score based on the employee’s achievement percentage that you specify (Define rating from achievement percentage).
- Allow reviewer to edit auto-score from the system: Check this option to allow the reviewer to change the automatic score calculated by the system.
- Goal to include: Select the types of targets to include in the evaluation. -
Weight
In this tab, you can set the weight of the Final score to be calculated after the review is completed, such as:
- Use weight: Select this option so the final score is calculated based on the weight percentage specified for each evaluation aspect, such as Review weight, Goal weight, Attendance weight, and Reprimand weight.
- Simple sum: Select this option so the final score is calculated by directly adding all aspect scores without considering the weight percentages.
After you finish configuring Team review, click “Save”.
4 Self review Enable this option so employees can evaluate and assess their own performance. Click “Manage” to determine the questions or criteria for the self-evaluation. The following explains each tab that you need to configure for Self review.
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General
In this tab, you can configure settings related to Self review, such as:
- Template: Select the self-evaluation (self review) indicator template to be used by employees.
- Review using comment only: Check this option so employees only need to enter comments without entering numerical scores on the self-evaluation form.
- Show self review result on manager review form: Check this option to display the employee’s self-evaluation results on the manager’s evaluation form, with an adjustable submission order. -
Goals
In this tab, you can include each employee’s goals as review indicators, such as:
- Include goals: Check this option to include each employee’s targets or goals as one of the evaluation indicators.
- Auto-score for goal on review form: Check this option so the system automatically calculates the target score based on the employee’s achievement percentage that you specify (Define rating from achievement percentage).
- Allow reviewer to edit auto-score from the system: Check this option to allow the reviewer to change the automatic score calculated by the system.
- Goal to include: Select the types of targets to include in the evaluation. -
Weight
In this tab, you can set the weight of the Final score to be calculated after the review is completed, such as:
- Use weight: Select this option so the final score is calculated based on the weight percentage specified for each evaluation aspect, such as Review weight, Goal weight, Attendance weight, and Reprimand weight.
- Simple sum: Select this option so the final score is calculated by directly adding all aspect scores without considering the weight percentages.
After you finish configuring Self review, click “Save”.
5 Use weight You can determine the weight (as a percentage) of each evaluation category/aspect so the system can calculate the rating to be included in the final score. -
General
The Publish score after option determines when the final evaluation score becomes visible: when the review process is completed (Complete review), when the period ends (Review period end), or after both conditions are met (Both). Meanwhile, checking the checkbox Use approval on review period automatically applies the approval workflow to the next evaluation period.
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Next, you can use the Score Adjustment feature as follows.
You can reduce the employee’s final score based on attendance data and their reprimand status. The following sidebar will then appear.
- Deduction formula: You can select By amount per period if the formula you want to apply is based on a specific period. Alternatively, select By percentage for a deduction formula based on a specific percentage.
- Deduction assigned: Determine who the deduction applies to, based on Job level, Job position, or All employee (all employees to be reviewed in the review cycle). If you select Job level/Job position, you must specify the job level or position in the Select job position/Select Job level field.
- Attendance: Determine which attendance criteria the deduction will be applied to, such as Absent, No clock-in, No clock-out, Late clock-in, or Early clock-out by checking them. Then, you can specify the condition Total min. Days (for deduction formula per period)/Total min percentage (for deduction formula per percentage) in the available field, followed by specifying the Deduct score in the next field. You can add a condition (indicator) by clicking “Add condition”.
- Reprimand data: Check this to apply a point deduction to employees who have received a Warning Letter (reprimand). Specify the reprimand type in Select type and the Deduct score.
- Time off deduction: Determine the leave or time-off policies to which the deduction will apply. Then, select the type of leave policy in the Time off policy section and specify the Total min. days condition in the available field, followed by specifying the Deduct score in the next field. You can add a new condition (indicator) by clicking “Add condition” or add another leave policy by clicking “Add policies”.
- When you finish configuring the Deduction, click “Apply” to apply it. -
Next, you can configure the Review outcome section as follows.
No. Field/Button Name Description 1 Reviewer can decide the employment status Check this option to allow the reviewer to determine the employee’s employment status after the evaluation is completed. In the Define the status section, specify the decision options, such as Extend employment or Close employment, along with their descriptions. Click Add status to add a new option. 2 Lock review after submission Check this option to automatically lock the evaluation form after the evaluator submits the evaluation results. This option ensures that the evaluation data cannot be changed after submission. Click “Submit” to create this evaluation review.
The review cycle you created will appear on the Review Cycle submenu’s home page.
That concludes the guide for creating a review cycle for the evaluation review purpose. Next, you can learn how to view the details of your review results here.