ChartHop for Administrators

Performance reviews

You can create and implement performance review cycles directly within ChartHop. 

These review cycles can be customized to fit multiple styles of reviews (for example, 360 reviews, upward/downward reviews, 9-box reviews, and more). You can also use ChartHop reviews to track employee engagement and overall employee satisfaction.

You can set up these reviews for a specific group of employees or everyone in your organization. All review aspects, including sending and tracking forms, sending reminders, viewing completion, and analyzing data, can be accomplished within one centralized location.

Before you can create a review, custom forms must have been set up in ChartHop by users with Owner or Technical owner access. Learn more.

Access reviews

You can view existing and create new reviews from the Reviews page.

Reviews page

  1. From the left sidebar, select Performance.
  2. A list of all reviews and their current status displays.
  3. Refine the list in the following ways.
    • Use the Status drop-down list to choose to view only reviews of a certain status.
    • Use the Last modified by drop-down list to view reviews last modified by a particular person.
    • Filter the list by the name of the person who created the review.

Move a review to a survey

ChartHop separated Reviews into Performance Reviews and Engagement Surveys. You can move items between the Reviews and Surveys by doing the following:

  1. From the left sidebar, select Performance.
  2. Select the reviews that you would like to move
  3. Select Move from the actions list
  4. Confirm the move in the dialog
Move reviews