Reviews process step 2: the manager fills out their evaluation

When an Admin starts the review cycle, team members will receive an email notifying them that they can login and start working on completing their self-evaluation.

Once the team member has submitted their evaluation, the review gets passed to the manager for their evaluation.


Where to view your team's reviews

On the Reviews page, reviews for your team members will appear under the "Reviews I Give" center tab. There, you will see if any reviews are ready for you to work on:

A green circle with a dot indicates the evaluation is ready for you to start:

A green circle with an arrow indicates that you have started the evaluation but have not submitted/completed it yet:

To start the evaluation for a team member, click the 3-dot menu to the far right of the team member's name, and click "Start Evaluation".

You can start and finish the evaluation at any point, you do not need to complete it all in one session.


How to complete the manager evaluation

Once you click "Start Evaluation" (see section above) for a team member, the review will open and you will see the different sections and your team member's responses.

Click on a section to view the full prompt and what your team member has written.

In each section you'll see the option to click "Insert a Note" or "Write a response":

Click "Write a response" and you'll see a free text field for you to write your response.

When you've finished, mark the section as "complete" in the bottom right.

  • Question rating is optional, and is set up by an Admin when the evaluation form is created. If your question is rated, choose a score for the question.

  • Click the "+" icon on the left side, or highlight any text, to see formatting options.

  • Below, click "Show Notes" as another way to view or insert any saved notes.

If you click "Insert a Note" a window will open that allows you to view and select any notes you have saved from the review period for that particular team member.

Once notes are selected, click the blue "Add" button and they will be added to your response field in a bulleted list.

Not seeing the notes you're looking for? Click on the topic or review cycle filters to view other topics or additional date ranges:

Uptick recommendation: use the search tool to review past 1:1 history or copy and paste comments into your evaluation responses.

The search tool is the magnifying glass icon in the upper right of your screen. Use the filters to view 1:1 content organized by topic, by date, by comments you've marked as "save for review", etc.

It's so helpful to refresh your memory on what was discussed, and you can copy and paste any relevant content into your evaluation responses.


See your progress at any point via the sidebar menu:

Click the clipboard icon to see your review steps and your completion progress.

  • Step 1, Tag Items from [Team Member's] Notes, is optional.

  • Step 2, Use Notes to Write [Team Member's] Review, shows your progress on completing each section of your evaluation. Using notes is optional. You can choose to write your whole review using free text and not use any saved notes.

Once you have written a response to each section, and marked each section as complete, then the sidebar will automatically slide out and you will see the option to click "Submit".

Once you have submitted your evaluation, then the review will be passed to the Approver.

Once the review has been approved, then it will be back in your court to meet with your team member to discuss it, and share the review with your team member via Uptick so they can sign off on it.

Questions? Contact us via chat and we're happy to help!

Did this answer your question?