Create a review cycle 'on-the-fly'

Modified on Tue, 28 Mar 2023 at 01:55 PM

Traditionally, review cycles are configured by admin/HR users in Manage Account > Review Cycles. However, there may be cases where you just want to get things set up quickly. Also, creating cycles 'on-the-fly' is permitted to managers, whereas the Manage Account > Review Cycles page is reserved for admin/HR users only.

If you are on the Appraisals, 360 Surveys or Check-ins pages, you will notice a small "+" button just to the right of the review cycle. Use this to create your cycle right then and there.

Once you've pressed the "+" button, a popup will appear for you to set the parameters for your new cycle.

Not all of the fields are required. You must:

  • Enter a cycle name
  • Choose an assessment option (appraisals and/or 360s, opinion surveys, check-ins)
  • Choose a workflow

After pressing Save, you will be taken to the new cycle, with a blank slate.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article