⏰Setting Up Review Cycles

Review cycles are structured periods for self, peer, and manager reviews. As an admin, create a cycle by setting start and end dates, selecting forms, and marking it as active. Assign staff to roles for each review type. Track progress and manage submissions to ensure smooth, effective evaluations.

Create a New Review Cycle:

• Click on New Review Cycle.

• Set the start date, end date

• Choose the status (ensure it is set to 'Active' once the cycle is ready).

• Add assignments under each review cycle with the structure:

  • Self Review

  • Peer Review

  • Manager Review

• Utilize the provided forms: Self Review Form, Manager Form, Peer Review Form to create customizable review forms. Please see Form Builder Guide

Activate a Review Cycle:

• Change the status from 'Draft' to 'Active'.

• Ensure the review cycle has valid start and end dates.

Monitor Review Progress:

Assignment Status

• The admin can monitor the progress of each assignment. If an assignment is incomplete, it will show an 'X' mark. Once completed, it displays a check mark.

Export Results:

• Admins can export the review submissions as CSV files, with each assignment's results separately available.

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Want to create different forms for different teams or individuals? Here's how:

Create Targeted Reviews

1. Create a new review cycle

2. Name it specifically (e.g., "Tech Team Q4" or "Leadership Review 2024")

3. Select specific staff for assignments

4. Customize forms for this group

Benefits

• Different questions for different departments

• Specialized feedback for leadership

• Focused peer reviews within teams

• Micro-managed review process when needed

Smart Planning

Future-Dated Reviews

1. Set up review cycles in advance

2. Configure start/end dates for future periods

3. All settings and assignments stay ready

4. System automatically activates on start date

Advantages

• Plan entire year's reviews upfront

• Reduce admin workload

• Never miss review periods

• Time to communicate with staff

• Perfect for quarterly/annual reviews

Pro Tips

• Create templates for different departments

• Schedule reviews during less busy periods

• Allow enough time for thoughtful responses

• Use clear cycle names for easy tracking