⏰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:
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.
Want to create different forms for different teams or individuals? Here's how:
Create Targeted Reviews
Create a new review cycle
Name it specifically (e.g., "Tech Team Q4" or "Leadership Review 2024")
Select specific staff for assignments
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
Set up review cycles in advance
Configure start/end dates for future periods
All settings and assignments stay ready
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
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