Timeline:
May 26 – All reviews will be assigned and available to begin in Paylocity.
May 26 – June 14: Employees and Supervisors will access and complete their portions of the evaluation. (Steps 1 &2)
June 15 – June 30: Supervisors schedule and complete a one-on-one meeting with each of their employees to discuss the review and complete final sign-off of the yearly evaluation. (Step 3)
Step 1: Complete the Evaluation
- Supervisors and Employees will receive an email with a link to the evaluation.
- Both parties complete their sections using the link provided.
Step 2: Review & Employee Signature
Supervisor Actions
- Once the employee completes their portion, the Supervisor will receive an email notification.
- The Supervisor opens the evaluation from the email link and selects “Make the review visible to employee.”
Employee Actions
- The Employee will receive an email notifying them that the evaluation is ready for review and signature.
- The Employee should:
- Review the Supervisor’s comments
- Select “Sign Review”
- Add any final comments or discussion points they want to cover during the one-on-one meeting
- Select “Sign Review” to submit
Step 3: One-on-one Meeting & Final Signoff
- The Supervisor will receive an email confirming the employee has signed the evaluation.
- The Supervisor will then schedule a one-on-one meeting with the employee.
- During the meeting, both parties will:
- Discuss the evaluation
- Review employee comments
- Clearly note any areas where perspectives were not aligned
- Document agreed‑upon next steps or action plans in the comments section
After all discussions are complete, the Supervisor will complete the final sign‑off on the evaluation.
Free
Employee
Free