💰Tips & Tricks

Customized Review Forms

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