Track the progress of a review campaign

This article is intended for: 

In this article:

• Access a review campaign
• Track campaign progress
  • Statistics
  • Exporting reviews
  • Deleting a campaign
  • Review details
  • Approval workflow
• Send reminders to managers
  • By review status
  • By manager

Access a review campaign

Access: Performance Reviews > Campagnes d'entretiens

• Click the “Performance Reviews” module and select the “Campagnes d'entretiens” menu.
• For ease of reading, you can sort campaigns by name, type, creator profile, or status.
• Open your campaign simply by clicking it in the list.

Track campaign progress

Statistics

The “Détail campagne” tab allows you to track the progress of reviews based on their status:

• Not scheduled (yellow) — the manager has not yet set a review date.
• Scheduled (blue) — a date is set, the review is being prepared.
• Completed (blue) — the manager has indicated that the review took place and is drafting the conclusions.
• In the process of closing (blue) — the report is finalized and following the approval workflow.
• Closed (green) — the review has been signed by all participants involved.
• Deleted (red) — the review has been deleted.

📝 Note: campaigns with the status “En préparation” are campaigns that have not yet started: their start date is in the future.

Exporting reviews

From the “Autres actions” box, you can export reviews in Excel or PDF format. An email containing the relevant files will automatically be sent to the administrator 😊

Deleting a campaign

From this same “Autres actions” box, you can also delete a campaign.

Review details

The “Détail entretiens” tab lists all reviews sorted by manager, with the scheduled (or past) review date and status for each.

• You can filter reviews by status or search for those of a specific employee.
• Reviews can be printed or deleted individually or in bulk — PDFs are sent by email to the person making the request.

Approval workflow

In the “Avancement” box of a review, the details of the approval workflow are accessible: you can see who completed each step and on what date, as well as the remaining steps.

Send reminders to managers

By review status

From the statistics table in the “Détail campagne” tab, you can send reminders to managers based on review status. For example, send reminders to all managers with reviews that are not yet scheduled.

• In the window that opens, you can deselect certain managers if you do not want to include them in the reminder. Selected managers will only receive an email for reviews with the relevant status.
• Click “Relancer”: the email is sent automatically.

By manager

To target a single manager, go to the “Détail entretiens” tab and click the corresponding “Relancer le responsable” button.

Keywords: review · campaign · tracking · progress · reminder · managers · administrators · status · scheduled · closed · export · deletion · approval workflow · review details