Creating Review Cycles

How to Create a Review Cycle

The different steps required in creating an Org Chart based review cycle

Written by Emily Smith
Updated over a week ago

Assigning Review Templates Based on User Attributes

A step-by-step guide to using a user attribute in a review cycle

Written by Madison Kochenderfer
Updated over a week ago

Creating a Review Cycle by CSV Upload

You can choose Reviewees for your review cycle by uploading a CSV

Written by Emily Smith
Updated over a week ago

Enabling Project-based Reviews

How to turn on project-based reviews

Written by Madison Kochenderfer
Updated over a week ago

Running a Project-based Review

How to run a project-based review

Written by Madison Kochenderfer
Updated over a week ago

How to Create a Review Cycle on a Timeline Sequence

Automate a review cycle using the Timeline feature and making edits to Timeline dates

Written by Kevin Norman
Updated over a week ago

A Well Rounded Review: Incorporating Feedback & Goals Within Reviews

See the past year of feedback and goals from one review page

Written by Emily Smith
Updated over a week ago

Review Cycle Data Check

What you can learn and fix in the data check step of review cycle set up

Written by Emily Smith
Updated over a week ago

Reviews: an Example Pre-Launch Email

Use this launch email template to let your employees know about an upcoming review

Written by Grant
Updated over a week ago

What to Include in a Review Cycle Launch Email

Here are some tips for what to include in the review cycle launch email

Written by Kevin Norman
Updated over a week ago

How to Duplicate a Review Cycle

How to quickly re-create an existing review cycle

Written by Madison Kochenderfer
Updated over a week ago

Using Automated Rules for One-Time Onboarding or Probation Reviews

Using automated rules to generate review cycles for employee onboarding or probation reviews

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Written by Stephen Poletto
Updated over a week ago

Using Automated Rules for Recurring Review Cycles

Using automated rules to create recurring review cycles based on an employee's start date

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Written by Stephen Poletto
Updated over a week ago

Auto-Launching Automated Rules

How to set up your automated rule to launch automatically

Written by Anna Goryachikova
Updated over a week ago

Cancel an Upcoming Auto-launch Review

How to prevent a review cycle from automatically launching

Written by Emily Smith
Updated over a week ago

Automated Review Cycle Notifications

A list of e-mail notifications for review cycles generated by automation rules

Written by Adam Kroboth
Updated over a week ago

Peer Selection Limits Within a Review Cycle

Limiting how many peers an employee can nominate to review them

Written by Grant
Updated over a week ago

Selecting Peer Reviewers as an Admin

How to choose, edit, or remove peer reviewers as an Admin

Written by Emily Woolf
Updated over a week ago

Enabling Reviewers to Decline Peer Reviews in Review Cycles

How to allow employees to decline writing an approved peer review

Written by Tyler Welliver
Updated over a week ago

Allowing Employees to Nominate Themselves to Review Their Peers

Giving employees the ability to nominate themselves to review peers during the peer nomination phase

Written by Emily Smith
Updated over a week ago

Restricting Upward Reviewers by Start Date

How to limit which direct reports review their managers by tenure

Written by Adam Kroboth
Updated over a week ago

Manager's Response During a Review Cycle

The different options you can give a manager to review their direct report during the review cycle

Written by Emily Smith
Updated over a week ago

When Managers Submit Their Reviews Last During a Review Cycle

What to expect when you set managers to submit their reviews last during a review cycle

Written by Emily Del Signore
Updated over a week ago

Sample Scored Attributes

What attributes can my managers rate their employees on?

Written by Emily Smith
Updated over a week ago

Sample Scored Attribute Scoring Scale

How to you determine what score to give your employees

Written by Emily Smith
Updated over a week ago

Sample Rating Scales

Examples of different rating scales you can use in templates or for Scored Attributes.

Written by Emily Smith
Updated over a week ago

Using Scored Attributes in Review Cycles

How to publicly or privately score your employees in a review cycle

Written by Grant
Updated over a week ago

Weighted Scoring

How to give weight to different pieces of your employee's review

Written by Adam Kroboth
Updated over a week ago

Calibration in Review Cycles

How to make sure all of your employees are scored on the same level

Written by Hang Tran
Updated over a week ago

Accessing Your Saved View for Calibration

How to access your calibration group as a manager

Written by Emily Woolf
Updated over a week ago

Review Cycle Deliverables

What does each visibility setting mean? What will be shared with the reviewee?

Written by Adam Kroboth
Updated over a week ago

Sharing Review Scores (Scored Attributes and Weighted Scores) with Reviewees

Deciding what would you like the employee to see in their review packet

Written by Emily Smith
Updated over a week ago

How to Allow Managers to End Their Direct Reports Review Cycle

Written by J Zac Stein
Updated over a week ago