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Creating Review Cycles
Creating Review Cycles
Build a cycle that best fits your team's needs
+9
33 articles in this collection
Written by
Grant,
Kevin Norman,
J Zac Stein
and 9 others
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
Automated Review Cycles
Using Automated Rules for One-Time Onboarding or Probation Reviews
Using automated rules to generate review cycles for employee onboarding or probation reviews
S
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
S
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
Reviewers
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
Scores
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 Feedback
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