Performance reviews - manager guidance

3.Access a previous performance review

On this page:

    Introduction

    Once you have arranged performance reviews for your team members, we recommend that you refer to their previous performance review to help you prepare.

    Download a performance review

    Follow the steps below to download a performance review.

    1
    Open manager self-service (iTrent)

    Use the button below to open the application. Then log in using your username and password.

    Please note:

    We advise you to use Microsoft Edge or Google Chrome to access iTrent as other browsers may cause issues.

    2
    Find the employee

    My reportees button

    Select My Reportees from the menu on the right.

    Choose your team member

    Select the relevant team member from the left menu.

    Team member profile missing?

    3
    Find the performance review

    Performance review buttons

    Select the purple Performance Reviews button.

    Then select the white Historical Performance Review button.

    Previous reviews

    A list of all performance reviews created for your staff member will be shown in the left side menu.

    The latest review is pre-fixed with the word ‘current’, and all the others are pre-fixed with ‘previous’.

    Select the review you’d like to download.

    Missing review?

    Unsubmitted performance reviews will remain on manager self-service (iTrent) for up to one year. Any unsubmitted forms are deleted when the forms for the current performance review window are created.

    If your team member was previously managed by another manager and/or you are a new manager at the council, you may not be able to view their previous review. However your staff member should be able to access their previous review on employee self-service (as long as it was submitted) and share it with you.

    4
    Download the performance review

    Summary screen with print button

    A summary screen will appear with an explanation of the performance review form.

    Select the Print button to download the form.

    5
    What happens next

    Use the previous performance review form to prepare for the performance review. It will also be useful to refer to when you carry out the performance review.

    If a team member is missing from the list this may be because you have only recently taken over as their manager and their profile is still assigned to their previous manager.

    To request that their profile is transferred to you, you can:

    Employee confidential helpline

    0330 380 0658

    Speak to fully qualified counsellors and support specialists at any time, 365 days a year.

    Use code 107574 to access the online resources.

    More about the employee assistance programme

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