Reviews

Reflect on individual performance and get formal feedback from peers and managers.

Grant avatar Haley Wolf avatar Caroline Peters avatar +9
70 articles in this collection
Written by Grant, Haley Wolf, and Caroline Peters and 9 others
Admins - Creating Review Cycles

How to Create a Review Cycle

The different steps required in setting up a review cycle.
Laura Watts avatar
Written by Laura Watts
Updated this week

Creating a Review Cycle by CSV Upload

You can choose Reviewees for your review cycle by uploading a CSV
Laura Watts avatar
Written by Laura Watts
Updated this week

Peer Selection Limits Within a Review Cycle

Limiting how many peers an employee can nominate to review them
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

Selecting Peer Reviewers as an Admin

How to choose/add peer reviewers as an Admin
Caroline Peters avatar
Written by Caroline Peters
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
Laura Watts avatar
Written by Laura Watts
Updated this week

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
Laura Watts avatar
Written by Laura Watts
Updated this week

Allowing Employees to Nominate Themselves to Review Their Peers

Giving employees the ability to nominate themselves to review peers during the peer nomination phase
Laura Watts avatar
Written by Laura Watts
Updated this week

Using Scored Attributes in Review Cycles

How to publicly or privately score your employees in a review cycle
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Calibration in Review Cycles

How to make sure all of your employees are scored on the same level
Ryan Hinshaw avatar
Written by Ryan Hinshaw
Updated this week

Weighted Scoring

How to give weight to different pieces of your employee's review
Emily Smith avatar
Written by Emily Smith
Updated this week

Deliverables

What does each visibility setting mean? What will be shared with the reviewee?
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Sharing Review Scores with Reviewees

Deciding what would you like the employee to see in their review packet
Emily Smith avatar
Written by Emily Smith
Updated yesterday

How to Allow Managers to End Their Direct Reports Review Cycle

Ming Lu avatar
Written by Ming Lu
Updated this week

The (360) Review Process

What to expect from a 360 review with email notifications
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

Scheduled Review Cycles

Automate moving a review cycle through its phases using the Timeline feature
Kevin Norman avatar
Written by Kevin Norman
Updated this week

Using Automated Rules for One-Time Onboarding Reviews

Using automated rules to generate review cycles for employee onboarding
Ricky Zein avatar
Written by Ricky Zein
Updated this week

Using Automated Rules for Recurring Review Cycles

Using automated rules to create recurring review cycles based on an employee's start date
Ricky Zein avatar
Written by Ricky Zein
Updated this week

Reviews: an Example Pre-Launch Email

Use this launch email template to let your employees know about an upcoming review
Caroline Peters avatar
Written by Caroline Peters
Updated this week
Admins - Managing Active Review Cycles

How to Check Review Cycle Settings

How to see your review cycle settings mid/post review cycle setup
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Active Review Cycle Status (for Reviewees)

What each Reviewee's review cycle status means in an active review
Caroline Peters avatar
Written by Caroline Peters
Updated over a week ago

How to Change the Name of a Review Cycle

How to change a review cycle's name post-review cycle launch
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Administering Peer Selection

Learn how to manage the admin controls of the peer selection process.
Grant avatar
Written by Grant
Updated over a week ago

Remind Reviewers to Complete Their Reviews

Remind incomplete reviewers to finish their reviews
Grant avatar
Written by Grant
Updated this week

Changing Managers Mid Review Cycle

What you need to know when an employee's manager changes mid review cycle
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Adding a Late Reviewee to a Review Cycle

How to add a late reviewee to a review cycle and what email notification they will receive
Laura Watts avatar
Written by Laura Watts
Updated this week

Adding a Late Peer or Manager Reviewer to a Review Cycle

Adding an additional direct report, peer, or manager reviewer mid review
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Adding an Additional Manager Reviewer Mid Review Cycle

How to add an additional Manager Reviewer to an individual during a review cycle
Laura Watts avatar
Written by Laura Watts
Updated this week

How to Remove a Reviewer Mid Review Cycle

Caroline Peters avatar
Written by Caroline Peters
Updated this week

Remove a Reviewee from a Review Cycle

How to remove a participant from a review cycle
Emily Smith avatar
Written by Emily Smith
Updated this week

How to End a Reviewee's Review Cycle Early

Closing completed reviews before ending the review cycle
Caroline Peters avatar
Written by Caroline Peters
Updated this week

Unlocking Manager Reviews When They Are to Submit Last

How to ensure that slow reviewers do not prohibit managers from writing their manager reviews
Grant avatar
Written by Grant
Updated this week

Reopen a Review

How to reopen a submitted review during an active review
Caroline Peters avatar
Written by Caroline Peters
Updated this week

How to Reopen a Review for a Reviewee in an Active Cycle

How to add a Reviewee back into the review cycle
Laura Watts avatar
Written by Laura Watts
Updated this week

Extending a Review Cycle

How to extend a review cycle
Laura Watts avatar
Written by Laura Watts
Updated this week

Closing a Review Cycle Without Tasks or Emails

Close out a review cycle without sending emails and/or tasks
Caroline Peters avatar
Written by Caroline Peters
Updated this week