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Add a Manager Led Review activity

Everything you need to know about adding a Manager Led Review activity in Ausmed Perform.

This article covers how to create a Manager Led Review activity in Ausmed Perform. You'll learn when to use it, how the manager and staff member each take part, and what happens after publishing.

Who this applies to

  • Users with access to Ausmed Perform
  • Users with Organisation Manager or Team Manager permissions or relevant custom permissions

What is a Manager Led Review activity?

A Manager Led Review is a type of activity used within a performance review program. Use it when an incident or observation has occurred and you need to document it.

The manager records their observations first. The staff member then reads the manager's observations and responds.

Steps to add a Manager Led Review

  1. Go to Reviews > Activities in the Ausmed Perform manager portal.
  2. Click Add Activity.
  3. Select Manager Led Review as the activity type.
  4. Add your questions or prompts.
  5. Configure options:
    • Make any question required or optional
    • Make questions answerable by the manager only, staff only or both
    • Add a description for the activity if helpful
  6. Choose to Save as Draft or Publish the activity.

How Manager Led Reviews work

The activity moves through three stages in order: Manager → Staff → Completion.

Stage

Who

What happens

1

Manager

Records their observations by answering the questions.

2

Staff member

Reads the manager's observations and responds.

3

—

The activity is complete.