Introduction
Once you have carried out the performance review, and completed the performance review template, you’ll need to transfer the information to manager self-service (iTrent).
It is important to do this so that:
- your staff member can access their review at any time through their employee self-service (iTrent) account
- you can refer to it during the regular check-ins you hold with your staff member, and use it to discuss their progress on their goals
- the performance review completion statistics for your team are accurate.
What you need to do
To transfer the information you’ll need to:
- Generate a new performance review form.
- Fill in the form, using the information from the performance review template. Make sure you save it as you go (just in case you need to return to finish it later).
- Submit the form once it is complete. This is an extra step after you have saved it.
We have provided guidance on how to complete each of these steps below.
1: Generate a performance review
To create a new performance review form for you to complete:
1Open manager self-service (iTrent)
Use the button below to open the application. Then log in using your username and password.
2Find the employee
Select My Reportees from the menu on the right.
Select the relevant team member from the left menu.
3Find the current performance review
Select the purple Performance Reviews button.
Then select the white Performance Review button.
From the Performance life cycles menu, select the Current performance review.
The Job title dropdown shows all the positions your team member holds at the council. For most employees there will only be one option.
Select the relevant job title for your team member.
Select the Save button.
A page titled Performance review meeting summary will appear.
4Generate the form
Read the information, then select the Generate button.
A summary screen will appear with an explanation of the performance review form.
Now you have generated the form, move to the next section called Fill in the form.
2: Fill in the form
Now you have generated the form, you can begin to transfer the information across from the template.
1Start the form
Once you have read the summary, select the Start button.
2Complete each section
The sections in the online form replicate the sections in the performance review template.
Work through each section and transfer the information across.
3Save the form
You can save the form at any point, just select the Save button. You do not need to have added text to all text fields to save it.
Select the Summary button to preview how the form will look once submitted.
Now you can Submit the form using the instructions below.
3: Submit the form
Once you have filled in the form, follow the steps below to submit it. This is the final step in the process and must not be missed.
If you are following on from the section above, go to step 2.
If you are returning back to manager self-service (iTrent) after saving the form, start from step 1.
1Navigate to the form
To return back to the form, follow steps 1 to 3 on Generate a performance review.
Select the Performance Review meeting summary link in the menu.
2Select submit
Select the Submit button.
3Confirm submission
A pop up message will appear. Select the OK button.
4What happens next
When you submit the form:
- you and your staff member will receive a confirmation email
- the performance review is recorded as finished and added to completion stats for your team.