Reopening or sending back a performance review (PEX) in myHR Learn when the review has not been finalized

If a user is experiencing difficulties adding information to their review or unable to make edits, the user may have submitted the review by accident.

How can you tell that it's been submitted? 

  • When the user opens their review instead of seeing both Open and Submit buttons, the user will only have the option to Open the review.
  • Goal progress cannot be updated
  • Goals cannot be updated
  • The option to insert a task will not accessible

If you've accidentally submitted your review or your employee needs to make further edits, the review can be easily returned. Below are the steps for a manager or PEX administrator to return the review if the review has not yet been finalized.

As an employee, once you click the Submit button on your performance review, it is sent for review to your manager. If you accidentally click Submit before completing your review, you can't reopen it until it is returned to you. Contact one of these people to have them return your review to you:

  • Your performance manager/supervisor.
  • Your performance excellence (PEX) administrator. If you don't know who your PEX admin is, contact your department's business administrator.

If you are a manager or supervisor, follow these instructions to return a review:

  1. On the myHR Learn home page, scroll to the Reviews section.
  2. In the My Reviews drop-down menu select Reviews I own.
  3. Under the staff member’s review, click Open.
  4. On the right side of the screen, click the navigate icon (three dots on top of each other).
  5. Click Reviewers > Self.
  6. To the right of the employee's name, click the curled arrow to reopen the review.
  7. Notify the employee that they can now edit their review.

For more information, check out the HELP tab in myHR Learn or visit https://www.northwestern.edu/hr/documents/for-managers/supervisoreopenaevieworstaff-py20.pdf

 


Keywords: performance excellence employee draft return evaluation eval annual
Created: 2020-04-28 23:03:20
Updated: 2022-02-01 20:35:07

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Article ID: 1086
Created
Thu 5/12/22 12:38 PM
Modified
Tue 5/2/23 10:21 AM