How to Manage Quarterly Reviews on Ninety's Mobile App
The mobile app lets you create and prepare for your Quarterly Reviews, view a list of current and past Reviews, and complete the form for an upcoming Review from anywhere. Tap People on the navigation bar, then the Discussions tab, to view your Quarterly Reviews.
Viewing Reviews
Each Review in the list displays the name, the due date for completing the required forms, the manager and team member assigned (with profile icons and names), and the status (In Progress or Complete). By default, the list is sorted with the soonest due dates at the top, and no filter is applied.
Tap the filter icon in the upper right corner to filter by Person or Show (Active, Complete). Tap Apply filters to activate them, or Clear all filters to remove them.
Creating and scheduling a Quarterly Review
Users with the Manager role and above can schedule Quarterly Reviews for team members who report to them (according to the Org Chart).
Tap the Create (+) button in the lower right corner of the screen.
Tap the Discussions button at the top of the Create window.
Add the details: title, description, manager, team member, time period (start and end dates of the evaluation period), and due date.
Adjust the settings as needed (all selected by default): Self-Evaluation, Manager Evaluation, Hold a Meeting, and Reveal Answers Prior to Meeting.
Tap Create Discussion to create the Review and return to the main list.
Completing your Review form
Tap People from the navigation bar.
Tap the available Review to open the form.
Move through the series of screens, completing the information about the other person and yourself, including Core Values, Responsibilities, performance data, quarterly questions, Leadership Commitments, and Coaching Commitments.
A status indicator at the bottom left shows which part you're on out of the total. Use the forward and back arrows to move between parts and revise your answers. You must complete all required questions before the Finish button becomes active. Tap the floppy disk icon in the lower right corner to save your work and return later.
Editing a Review
To edit a Review, swipe left on it from the list view and tap the pencil icon, then tap Edit in the lower right corner to adjust the name, description, time period, due date, and attachments. Tap Save to save your changes or Revert to undo them. You can delete a Review by tapping the trash can icon in the lower left corner and confirming.
For the full Review process, including the difference between Quarterly and Annual Reviews, see Quarterly and Annual Reviews.