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Conducting reviews is an important part of any HR cycle. When the option is enabled in Learned, as an employee you can create your own review and invite your coach or another colleague within your organization as a guest for your personal review.
This article will explain how you can create your own review within the Learned platform.
❗️Note: This is only possible when the option for employees to create their own reviews is enabled by your Admin.
Creating a review
As an employee, you can create a review only for yourself. To do so, go to Reviews - About you. On this page you will see all your reviews and you will be given the option to create an review for yourself via the 'Create Review' button.
Once you press the 'Create Review' button, go through the 4 steps below.
Step 1: General
When you create a review, you always start by giving the review a name and selecting a review template.
💡: Give the review cycle a unique name. For example: Mid Year 2025. This way it will be easier to retrieve, even if you have sent out multiple rounds of reviews.
The Admins within your organization have set up these templates so that you know exactly which template you need to use for your review. When creating the review templates, the Admin sets who should answer which questions. In doing so, Admin has the following options:
Personal review: the employee fills in the questions for himself.
Peer review: the employee asks at least 1 other person for input.
Coach review: the coach fills in certain questions from the form for the employee.
When selecting a template, an overview will show below of which evaluators need to prepare and which themes are in the template, including a possible weighting.
At the top right of the page, determine which translations of the template you want to use for the review. In case your coach or peer has set a different preferred language, the coach will see the review form in chosen preferred language.
Step 2: Select the correct job(s) and participants
When creating the review for yourself, depending on the options from the template, you will need to determine which position will be evaluated on. You can also set which coach will provide you with input. By default, all coaches are preselected.
After that, you select the guests who will be present at the physical meeting to discuss the review report. In most cases, your coach who provides input is also considered a guest. In addition, for example, an HR manager, the manager’s manager, or a buddy can also be added as guests. They are invited to the evaluation without providing input. However, they are required to sign if digital signing is enabled. You can update these guests later if needed.
❗️Note: Guests will receive an invitation to attend the physical interview. Guests will also have access to your review report.
Step 3: Settings for the review
In the third step, settings regarding review, notifications and privacy can be determined.
General settings
Before creating your own review, you will see the option to digitally sign the report. This applies to both you and your guest(s). If enabled, you also have the option to show the overall rating of the weighted themes and your previous scores in the report.
*The option to digitally sign the report is disabled by default.
Notification settings
Control how many notifications you, your coach and peers receive. By default, 3 notifications are sent out:
On the day of a task's start date.
7 days before the deadline of a task (reminder)
On the day of a task's deadline (reminder)
❗️Note: You set task start dates and deadlines in Timeline section below the settings.
💡: Reminders are sent only if a task has not yet been completed.
Privacy settings
By default, you, your coach and selected guests can view the review report.
You can choose to make the report viewable to all your current and all future coaches. Useful if there are upcoming shifts in the team structure.
*The option to give all (current and future) coaches insight into your report is disabled by default.
Timeline - Determine the planning
Depending on the template you selected, you, your coach(es), and any peers will start writing reviews.
At this step, you determine which task will be available when by setting a start date. Then determine when the task must be completed by setting a deadline. You do this for all tasks. You can choose to use the automatically generated timeline here, based on the start date.
Step 4: Do a final check
Arriving at the final step, Learned offers the opportunity to do a final check on everything you set in steps 1 through 3 before you publish the review.
Press the "Edit" button to adjust the settings at any of the steps.
Publish or save as draft
When everything is set up correctly, you can publish the review. This means that the review is available to the participants involved, from the selected start date. Tasks to write reviews are also sent out.
You can also choose to save the review as a draft. In that case the coaches and guests are not yet invited and you still have the possibility to change the settings of this review. When the review is published this will no longer be possible.
📚: Read this article for more information on how you can prepare and conduct your review.