Add an Employee Review Record
An Employee Review Record in Safefood 360° allows a site to conduct a brief but precise review of the selected Employee. One of the greatest benefits of the Employee Review is the ability to customise the provided Checklist allowing the User to complete a Review that is 100% relevant to their business.
Note: A Employee Review Record is a standalone Record and does not require a Programme to be set up first before it can be created.
Important: In order to complete an Employee Review Record, Employees must have been added to the Employees module in Master Data first.
How to Add an Employee Review Record
An Employee Review Record can be raised in two ways:
To add an Employee Review Record ,manually, you must access the Management Review module main page first. To navigate to the module, click the 'Management>Management Review' buttons. Once within the module, click the 'Add Review>Employee Review' buttons. This will bring you directly to the only workflow stage of the Employee Review Record. From there, you can complete the Record as per instructions outlined below.
Image: Navigation to Management Review Module, Clicking 'Add Review>Employee Review' Buttons
If a an Employee has been set up with a Scheduler, any Records opened automatically from the Scheduler will be instantly added to the 'Actions' tab with the workflow stage 'Saved', ensuring the Record has been created in the system. Any Records fired from a Scheduler will have the 'Due' date populated, allowing you to easily recognise Records created manually and Records created via a Scheduler. To access the Record, simply click the blue hyperlink in the 'Action Required' column. This will bring you directly to the workflow stage of the Employee Review Record. From there, you can complete the Record as per instructions outlined below.
Image: An Employee Review Record Created via a Scheduler
Note: When an Employee Review Record is created via a Scheduler, the 'Name' of the Record will be the name of the Employee for which the Record has been created. If the Record is opened manually via the Management Review module, the name of the Review Record will be 'Employee Review (x)', where x = an automatic system number for the Employee Review Record.
Image: Employee Review Record Created via a Scheduler vs Added Manually
Note: The Employee Reviews will be visible in two places:
- Management Review module (Complete and Actions Tabs)
- Specific Employees overview page under the 'Employee Review' dropdown
Image: Employee Reviews in the Management Module and in the Main Employee Page
Stages of the Employee Review Record
After creating your Employee Review Record, the Employee Review workflow section will open. The Employee Review Record is a one workflow stage Record. Therefore you will not see any workflows section greyed out. The Employee Review Record is simply completed once the Employee Review workflow stage is 'Saved & Submitted'.
See below how to complete the Employee Review workflow stage of the Employee Review Record.
Image: Blank Employee Review
1. Date: This is the Date that the Review Record has been opened/created. You can click on the Calendar icon to select a different date.
2. Employee: This is the Employee for which you wish to complete the Review Record. To select the 'Employee', click on the dropdown arrow and source the required name from the Employees folder and click on the name until a grey background appears. Then click 'Select' to add the Employee to the Record. [Mandatory Field]
Note: The 'Employee' field will be pre-populated if the Employee Review Record was opened via a Scheduler.
Image: Employee Dropdown
3. Reviewed By: Use the dropdown arrow to select the person who completed the Review Report. To select the 'Reviewed By', source the required name from the Employees/Suppliers folder and click on the name until a grey background appears, then click 'Select' to add it to the Record. [Mandatory Field]
Image: Reviewed By Dropdown
4. Report Item: The Employee Review Checklist Report Item list a question to be answered. This question can be edited, as the field is an open text field. [Mandatory Field]
Note: The Employee Review Record Checklist seen is a System Default Checklist. As the Employee Review is a standalone Record and does not require a Programme to be built, we cannot simply select a new Checklist ourselves. To change the Checklist within the Employee Review, you will need to create a Checklist in Master Data and send a ticket to Support to embed the new Checklist within all Employee Reviews going forward.
Important to Remember: Although the Report Item questions can be customised using the Checklist, the Answer will always be 'Yes/No'. Therefore you must ensure your Report Item questions have the correct verbiage for 'Yes/No' responses.
Image: Editing a Report Item
5. Report: A Report can be entered for each Report Item using the open-text field.
6. Answer: Click on the dropdown arrow to select either a 'Yes' or 'No' answer for the Report Items. [Mandatory Field]
Image: Answer Dropdown
7. Add Line: Click the 'Add Line' button to add more Report Items as needed.
8. X: Click the red 'x' button to delete a Report Item and confirm your choice in the pop-up window.
9. Save: Click the 'Save' button to save your progress and come back to the Record to complete parts of the workflow stage as many times as needed. Clicking the 'Save' button will not cause a signature to be added to the Record. You will not be able to click 'Save' until all of the mandatory fields have been completed.
10. Save & Submit: Click the 'Save & Submit' button when you are happy to close this workflow stage and to complete the Record. The Record will be moved to the 'Complete' tab. When you 'Save & Submit' a workflow stage, a signature is added. To access the stage to make changes, you will need to click the 'Edit' button.
11. Cancel: Click the 'Cancel' button if you wish to discard your progress and return to the main Management Review module page. Clicking the 'Cancel' button will cause you to loose your progress without the possibility of recovering the information.
Image: Completed 'Employee Review' After 'Save & Submit' Has Been Clicked
Image: 'Employee Review' Stage in 'Edit' Mode - No 'Save' Button (1), Reason for Change Requested (2), Second Signature Added (3)
