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Performance reviews, built around your business

Run structured performance reviews with questions that fit your organisation, and record the agreed outcome in Smartly People Management.

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Performance Reviews

Questions that fit your organisation

Build reusable templates around your own values, standards and language.

Both views, captured fairly

Manager and employee complete their assessments independently. Neither sees the other's answers until both have submitted.

An agreed outcome on record

The reviewer records what you agreed, the employee acknowledges it, and the review stays in Smartly.

Feature Breakdown - Performance Review

Step
How It Works
Create your template.
Up to 15 questions, rating plus comment or comment only, with separate wording for the reviewer and the employee. Or start from our example. The manager gives their view. They choose the employee and template, and complete their assessment.
The manager gives their view.
They choose the employee and template, and complete their assessment.
The employee gives theirs.
They complete a self-assessment without seeing the manager's answers.
Agree the outcome.
After the conversation, the reviewer records the agreed responses.
Acknowledge and keep.
The employee acknowledges the outcome, and the review is kept in Smartly.

Find out what Smartly customers say about us!

Sidekick Chartered Accountants Based across New Zealand, Sidekick Chartered Accountants is a forward-thinking advisory firm supporting small businesses with their accountancy and business advisory needs. Hear what Ric from Sidekick has to say about how easy payroll is with Smartly, plus the seamless transition and excellent customer support.
SBA Based across New Zealand, SBA provides small businesses with expert accounting services and year-round financial support. Hear what Brad from SBA has to say about how Smartly is built to support New Zealand SMEs and how easy it is for clients to access the training they need to feel confident using the system.
The Fitness Portal Based in Wellington, The Fitness Portal is a wellness and fitness company offering more than just a gym experience. Hear what Devin from The Fitness Portal has to say about how Smartly’s timesheet hours seamlessly flow through to payroll and how the Smartly product stays in line with New Zealand’s ever-changing legislation to help him stay compliant.
Heron Plumbing Based in Auckland, Heron Plumbing specialises in plumbing, drainage, gasfitting, and roofing. Hear what Andrea from Heron Plumbing has to say about Smartly’s simple onboarding and the supportive team behind it.
Marine Detailing Company Based in Auckland, Marine Detailing specialises in boat detailing and antifouling. Hear what Harry from Marine Detailing has to say about how Smartly handles staff and IRD payments automatically, and how its HR solution, People Management, makes staying compliant easy.

Common questions about performance reviews

Can I use my own questions?

Yes. Build templates of up to 15 questions, or start from the example.

Can employees see the manager's answers?

Not while they complete their own. They see them at the acknowledgement step, after the conversation.

Can I save an assessment and come back to it?

Not yet. Each assessment is completed in one sitting.

Does it schedule review cycles?

No. Start a review whenever you need one.

Does it connect to Pay Reviews?

No. They are separate.

Can employees take part on their phone?

Yes, through their phone's browser. The Smartly app is not supported yet.

 

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