Date posted:
January 27, 2025

How do I create Manager Reviews?

The Manager Review feature streamlines Professional Development Plans and Annual Reviews by assigning role-specific assessments. Managers can track progress, identify skill gaps, and provide personalized feedback, ensuring targeted employee growth.

We've made Professional Development Plans and Annual Reviews easy with our Manager Review feature, and it's easy to set them up.
 
Step 1: Navigate to 'Assessment Management' in your side menu, and click on 'Assessments Wizard' to create your assessment.
 
Step 2: Click 'Peer Assessment'.
 
Step 3: Choose the name of the assessment and the number of Kepler Points. Click on 'Save & Continue'. The number of Kepler Points dictates the maximum number of Kepler Points users can get for an assessment.
 
Step 4: Toggle 'Manager assessment' on.
 
Step 5: You can force assessment completion, or make it optional. If assessments are compulsory, users will be served the assessment as soon as they log in. If they are optional, users will be able to see the assessments on their assessments page, and complete it in their own time.
 
Step 6: Click 'Next' at the bottom of the screen.
 
Step 7: Choose which users to assign the assessment to.
 
Step 8: You can click on their name to assign skills to that user.
 
Step 9: Choose the manager for assessment by clicking on the toggle. Managers won't have skills assigned to them.
 
Step 10: For all other users, choose the skills that particular user will be assessed on in that assessment. Remove skills by clicking on them again.
 
Step 11: You can apply the same skills to all users by clicking 'Apply same skill to all'.
 
Step 12: Confirm the users in the assessment.
 
Step 13: Add or create a tag, and click 'Done'. When you're happy, you can save it as a draft, or activate it immediately.

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