Performance Reviews

Manage annual performance review cycles with self-assessments, supervisor reviews, and optional board member reviews in PEARS.

Performance Reviews in PEARS provide a structured process for conducting annual staff evaluations. Administrators create review plans that define participation, assessment windows, and surveys. Staff members complete self-assessments, supervisors provide evaluations and feedback, and board members can optionally participate in the review process.

Getting Started

To access Performance Reviews, hover over the Reflect menu in the top navigation bar and click Performance Reviews. The Performance Reviews list displays all review plans with options to search, filter, and create new plans.

Screenshot: The Performance Reviews list page showing review plans with columns for title, review year, status, and assessment window dates

Workflow

A complete performance review cycle involves several stages:

1

Create a Review Plan

An administrator creates a review plan that defines the review year, participating positions, assessment windows, and surveys.

Create a Review Plan

2

Complete a Self-Assessment

During the user assessment window, each participating staff member completes a self-assessment. This includes selecting supporting data from other PEARS modules, setting goals for the next year, and completing the self-assessment survey.

Complete a Self-Assessment

3

Complete a Supervisor Review

During the supervisor window, supervisors review each staff member's self-assessment and supporting data, complete the supervisor survey, and provide goal feedback.

Complete a Supervisor Review

4

Complete a Board Member Review (optional)

If the review plan includes board member participation, board members complete their assessment during the board member window.

Board Member Reviews

TIP: Each stage of the review process has its own assessment window with start and deadline dates. Participants can only submit their reviews during the open window for their role.

NOTE: Board member reviews are only available when the review plan has the Uses Board Members option enabled. If your organization does not use board member reviews, this stage is skipped.