# Performance Review Module in IceHrm

> How to create a performance review template for an employee? > In order to get feedback from employees about their work performance or about other colleagues’...

- URL: https://icehrm.com/blog/performance-review-module-in-icehrm
- Published: 2020-01-29
- Updated: 2024-03-05
- Author: IceHrm
- Topics: IceHrm Tutorials
- Publisher: IceHrm (https://icehrm.com), HR management software

### How to create a performance review template for an employee?

> In order to get feedback from employees about their work performance or about other colleagues’ work performance using [IceHrm](https://icehrm.com/), you will need to create a template under performance review. To do this;

1\. **Log into** the **Admin account** or also you can log in as a **Manager** or **Supervisor**

2\. In the Admin account, under **Admin** you can see **Performance Revie**w module on the **Dashboard** or

3\. Also, you can see **Performance Reviews** under **Manage Module.**

4\. Under **Performance Review** module, you can find four tabs as;

a. Performance Review

b. Feedback Requests

c. Employee Feedback Templates

d. Employee Goals

5\. **Click on to Employee Feedback Templates**

6\. Click on to **Add New** in order to generate a new review template. Then fill the necessary fields according to your requirement

7\. Add a **Name** to the Template and add a **Description** about the review

8\. Then according to your review template requirement, you can Add as many as Fields here

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-15-1024x435.png)

9\. When **adding a Filed**;

a. **Add a Question ID** — this should have lower case letters, numbers or \_

b. Then **Enter** the **Question**

c. Then you need to select a Field Type –Under [IceHrm](https://icehrm.com/) performance review, you can add so many different field types according to your requirements. You can add a **Text Field**, **Text Area** or you can allow **Select Options** or **File Upload** or you can also allow entering **Date or Time.**

> If you select the Text Area or Text Field, employees will be able to type a single sentence or multiple sentences in order to answer the question. If you select the Select option which means you can allow employees to select over options. You can add options under the next field which is **Options.**

d. Then **Click** on **Save.**

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-17.png)

### **How to create a performance review template for the supervisors or peers?**

**How to create a performance review template for the supervisors or peers?**

If you want to get feedback about an employee from their supervisors or peers using [IceHrm](https://icehrm.com/), you need to create a separate template first. If the questions of the templates are the same you can copy the template you created for the employee performance review and make changes accordingly. If not you create a new one following the above steps.

> Let’s see how to copy and edit employees’ template to create a review template for supervisors or peers;

1\. Under **Employee Feedback Templates** tab, select the employee template you wish to edit

2\. **Click** on the **Copy Icon** on the right side

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-41-1024x439.png)

3\. **Edit** the **questions** as the requirements and **Click** on **Done**

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-42.png)

4\. You can **Save** once you're done with editing

**How to define the performance review for an employee?**

Under the **Performance Review** tab, **Click** on **Add New** to assign a performance review for a particular employee or employees.

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-43-1024x414.png)

1\. Then you need to fill the Fields according to your requirements

a. Select the **Employee**, you wish to assign the performance review

b. You can select the **Template** as the next step. You won’t be able to do it if you haven’t created the Templates prior as I have explained in the first question. Select the right Template to the right employee.

c. Keep the **Status** as Pending, if this hasn’t been processed yet.

d. Set up the **Dates** correctly and **Save**

2\. Once you save it your employee will get a notification

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-44.png)

### **How to view the performance review assessment as an employee?**

1\. Employees can Log into their accounts

2\. They can view the Performance Review assessment from the Notification on the top bar

![](https://icehrm.com/explore/wp-content/uploads/2024/03/1_yumssVivJ0iw2JcIdNu74Q.png)

3\. Or else they can go to **Performance Module** and click on **Reviews**

![](https://cdn-images-1.medium.com/max/800/1*mLStLegThJegjdfXgFy53w.png)

2\. They can view it under **Self Assessment** tab

### **How to complete the performance review as an employee?**

Under Self Assessment Tab they can make changes by Click on the **view** on the right Side.

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-45-1024x336.png)

### How to change the status of a performance review assessment?

Employees can start editing the performance review once they click on to the Edit Self Feedback Icon.

1.  They can answer the Performance review questions and
2.  **Save**

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-46.png)

### **How to request performance feedback from an employee?**

1.  Log in to the **Admin account**
2.  Under **Performance Review module** on Dashboard
3.  Click on to the **Feedback** **Requests** tab
4.  Click on **Add New** in order to request feedback from employees

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-49-1024x324.png)

5\. Under **Performance Review** field you can select the employee you request the feedback of

6\. Then under **Employee**, you can select which employee you request feedback from

7\. Change the **Status** to **Pending** if you haven’t processed it yet

8\. Set a **Due date** and **Save**

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-48.png)

### **How to add a note for a performance review?**

1.  Log in to the **Admin account**
2.  Go to **Performance Review module** on Dashboard
3.  Under **Performance Review** tab, employees’ reviews will be there
4.  Click on **the Edit tool**

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-51-1024x444.png)

5\. On the bottom, the **Note** option will be there. Click on **Add** to make a note and Click on **Done** and **Save**.

![](https://icehrm.com/explore/wp-content/uploads/2024/03/Capture-50.png)
