Review Cycles

Understanding review cycles
Review cycles allow you to group your reviews so as to avoid confusion of what period a review came from (i.e. to easily know if a review was from the 2020 Q1 period or Q3 2017 period). You can launch one 360 survey and one appraisal per employee per ...
Wed, Jan 20, 2021 at 4:18 PM
How do I create a new review cycle?
You can set up your review cycles by visiting Manage Account > Review Cycles. Alternatively, you can set up your review cycles 'on-the-fly' To create a new cycle, press the "+Add" button in the top-right. *Note: Start an...
Wed, Jan 20, 2021 at 4:20 PM
Archiving review cycles
When all assessments in a given cycle are wrapped up, you may want to archive them. Doing so has 3 main benefits: All reviews in the cycle will disappear from the Tasks list of invited participants who never completed the assessment. The ability to l...
Fri, May 29, 2020 at 3:40 PM
Organizing review cycles into folders
Do you have a lot of review cycles to manage? Perhaps you have weekly projects or frequent checkins. Your review cycle list can get quite long! Finding the correct cycle can be made much easier by using our new folders feature. You'll no longer need t...
Mon, Feb 18, 2019 at 4:23 PM
Create a review cycle 'on-the-fly'
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...
Mon, Feb 17, 2020 at 2:23 PM
Workflows for performance appraisals
When creating a review cycle for a performance appraisal, you can choose among 3 options for the desired workflow. By default, the workflow is set to Self then manager. However, as shown below you may also choose, Simultaneous or Manager Only.
Tue, Feb 2, 2021 at 1:45 PM