Practical knowledge for Swiss SMEs

Reviews & development

Guides for “Reviews & development” in : step by step, with the place in the menu, the steps and the limits.

5 guides

Performance reviews

HR | base › People › Reviews (HR) or Team reviews (line managers)

Lists the review cycles of the people you review or manage, with cycle, type (Annual, Probation period, Leaving), due date and status. In an individual review, line managers record the manager assessment, the meeting minutes and SMART goals; HR opens reviews and maintains the form templates. The form shows open criteria and the last saved time. Leaving with unsaved changes requires confirmation. Saving a web draft checks and advances the revision. Another window with an older revision receives a conflict message instead of overwriting newer work.

Step by step

Open “Reviews” or “Team reviews” in the menu.
HR: under “Open review”, choose the person, form template, cycle, review type and due date, then confirm.
In the “Review cycles” list, click the name to open the review.
Use “Save draft” to save incomplete answers. “Complete evaluation” requires a rating and justification for every criterion; open criteria are highlighted.
Once both assessments are available, record the minutes and SMART goals under “Meeting and goals” and click “Save meeting and goals”.
“Confirm meeting” records acknowledgement; the review is then locked.
After completing the manager assessment, you go directly to the discussion and goals section. The self-assessment is shown here only after you complete your own assessment. Hold the discussion and record the minutes and goals.

Good to know

Visible only with “Manage reviews” (everyone in the data scope) or “Review team” (your own team). Opening reviews, templates, “Reset confirmations for revision” and completing the probation checklist item require “Manage reviews”.
The template must match the person (management or employees, department, job title), otherwise the review cannot be opened.
The meeting can only be recorded after both the self-assessment and the manager assessment. The confirmation is not a digital signature.
“Provide reminders” only supplies data to the communication service; no message is sent from here.
Self-assessment drafts are shared between the web and app. Manager assessment drafts are always hidden from the assessed person. No changes are allowed after the first confirmation.

Recurring review cycles

HR | base › People › Reviews › Recurring cycles

Sets up annual, six-monthly or one-off cycles for everyone or for selected companies or departments. Before the reference date, a daily step opens the reviews with the best-fitting template for each person and sends bell reminders for the self-assessment, manager assessment and meeting. The overview shows each cycle’s progress for the current round.

Step by step

Open “Reviews” and expand “Create new cycle” under “Recurring cycles”.
Enter the name, frequency and reference date of the meeting.
Set the lead time and the deadlines for the self-assessment and manager assessment in days before the reference date.
Choose the target group and one or more form templates, then “Create cycle”.
Follow progress (open, self-assessment, manager assessment, meeting, confirmed) in the list; if needed, “End cycle”.

Automatic probation support

HR | base › Reviews

The daily personnel job opens a review before probation ends, using deadlines that include legally relevant extensions. The task goes to the supervisor, with HR as fallback. Part A contains criteria and a structured assessment; part B contains eight editable free-text questions. Once both parties confirm, a PDF is filed in the personnel dossier and the onboarding checklist is updated.

Step by step

Set a lead time of 1 to 60 days in the review settings (default 14).
Open the automatically created review. HR can edit template criteria and questions; ongoing reviews retain their template snapshot.
The employee completes part B under My reviews. The supervisor assessment stays hidden until the meeting. For people without access, download the PDF questionnaire to print or deliver after checking it.
The supervisor saves part A with the criteria, records the review date, minutes and goals, and checks the progress list.
Both parties confirm. The PDF includes names and timestamps; failed filing is retried by the daily job.
Posting requires post.senden and a configured postal provider. Access to the specific review is checked again before PDF output and sending.

Development & career

HR | base › People › Employees › Person › tab “Development & career”

Shows the person’s goals, further training and career steps together with qualifications, certificates and completed trainings.

Step by step

Open the tab “Development & career”.
Under “New entry”, add a goal, further training or career step with date and optional deadline.
Close entries once achieved.

Licences and certificates

HR | base › People › Permits & qualifications

Matrix of all people with their licences and certificates (e.g. driving licence, forklift licence) and their validity. It shows what is expiring soon or has expired; expired certificates can block scheduling for assignments.

Step by step

Open “Permits & qualifications” in the menu.
Narrow the list with “Search person” or “Only those needing action”.
Click a cell to record or change a certificate with issue date, “Valid until”, number and remark.
Use “Create licence type” to define a new type with abbreviation, reminder before expiry and blocking effect.
Use “Send reminder to HR” to report certificates expiring soon by email.

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