Creating Review Cycles

Build a cycle that best fits your team's needs

Grant avatar Nate Zanger avatar Kevin Norman avatar +10
59 articles in this collection
Written by Grant, Nate Zanger, Kevin Norman and 10 others
Creating and Editing Review Questions

Preparing Questions to Ask in Your Review Cycle

Best practice guidelines and tips for creating your review cycle!
Emily Del Signore avatar
Written by Emily Del Signore
Updated over a week ago

When to Use a Rating Question vs Scored Attribute

How to decide how you want to score your employees
Emily Del Signore avatar
Written by Emily Del Signore
Updated over a week ago

Rating Questions and their Display Options

Choosing to display the rating scale as numbers or text options
Adam Kroboth avatar
Written by Adam Kroboth
Updated over a week ago

Scored Attributes and their Display Options

Choosing to display scored attributes as numbers or text options
Dianmarie De Jesus avatar
Written by Dianmarie De Jesus
Updated over a week ago

Reviews Question Bank

What is the Question Bank, where can I find it, and how do I use it to create new questions?
Adam Kroboth avatar
Written by Adam Kroboth
Updated over a week ago

Adding Existing Questions to the Reviews Question Bank

How to migrate legacy questions into the question bank by duplicating templates
Adam Kroboth avatar
Written by Adam Kroboth
Updated over a week ago

Editing a Question in the Question Bank

How to edit review cycle questions in the question bank
Emily Del Signore avatar
Written by Emily Del Signore
Updated over a week ago

Editing Reviews Questions in Non-"In Use" Templates

How to edit a Reviews question that is not present in an active template
Emily Del Signore avatar
Written by Emily Del Signore
Updated over a week ago

Editing Reviews Questions in "In-Use" Templates

How to edit a Reviews question that lives in an "in-use" template
Emily Del Signore avatar
Written by Emily Del Signore
Updated over a week ago

Private Questions in a Review Template

How to enable private questions in a review template and how they work
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Sample Review Questions

Questions to ask in a review
Emily Smith avatar
Written by Emily Smith
Updated over a week ago
Creating Review Cycles

How to Create a Review Cycle

The different steps required in creating an Org Chart based review cycle
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Running a Project-based Review

How to run a project-based review
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

Enabling Project-based Reviews

How to turn on project-based reviews
Madison Kochenderfer avatar
Written by Madison Kochenderfer
Updated over a week ago

How to Duplicate a Review Cycle

How to quickly re-create an existing review cycle
Madison Kochenderfer avatar
Written by Madison Kochenderfer
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
Emily Smith avatar
Written by Emily Smith
Updated over a week ago

Creating a Review Cycle by CSV Upload

You can choose Reviewees for your review cycle by uploading a CSV
Emily Smith avatar
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
Emily Smith avatar
Written by Emily Smith
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
Kevin Norman avatar
Written by Kevin Norman
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
Kevin Norman avatar
Written by Kevin Norman
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
Grant avatar
Written by Grant
Updated over a week ago