Reviews

The Reviews Dashboard provides a centralized view to manage all performance review cycles efficiently. It offers visibility into the current status of reviews, templates, and questions in use, making it easier for admins to track progress and take action.

Below the metrics, all review cycles are listed with key details:

You can also filter reviews using tabs:

A keyword search bar is provided to quickly locate a specific review by name.

In the Setup step, you define the type of review to be conducted. This selection determines the trigger and timing for when reviews are initiated.

You can choose from the following review types:

Once selected, click Next to proceed with defining the review process.

In this step, we have 3 parts.

First, you select the assessment steps that will be included in the review. You can choose up to four types of evaluations, each capturing feedback from different perspectives.

After selecting the relevant review types, click Next to proceed to participant configuration.

In the second section of the Process step, you can enhance the review by including up to three optional components. These elements help provide a more comprehensive evaluation framework.

You may choose to include any combination of these—or skip them entirely—based on your review needs. Click Next to proceed to participant selection.

In the third section of Process step, choose how you want to apply templates to the assessment steps in your review. This choice determines the structure and content used for collecting feedback.

This feature helps you:

Once confirmed, you can proceed by clicking Next to move on to Participants.

If you select Multiple Templates during the Process step, the platform allows you to assign distinct templates for each stage of the review process (such as Self Review, Manager Review, Contributor Review). This option is designed for organizations that require different evaluation criteria based on the reviewer’s role.

When Multiple Templates is selected, an additional configuration section, Template Control, will appear in the Settings step.

The Template Control section is available only when Multiple Templates is selected during the Process configuration. This feature enables advanced customization of review templates based on employee segmentation such as Departments, Positions, or Locations.

In this advanced configuration option, Template Overrides, enables administrators to customize review steps for specific employee groups. These overrides are managed through the Template Control interface and can be applied based on department, position, or location. For instance, if the Sales department typically skips the self-review phase while other departments include it, this setting allows for that exclusion without the need to create a separate review cycle. This provides flexibility to manage exceptions within a single, unified cycle.

To assign different templates to employee groups for each review step, enabling targeted and relevant assessments based on organizational structure.

You can choose between two methods of assigning templates:

A dropdown filter allows you to select the organizational grouping used for template assignment:

Each group selection dynamically populates the employee group tiles below.

Each tile represents an employee group and displays:

For each group, the following configuration options are available:

After completing template assignments, click Next to continue to complete the configuration.

Tip: Use the View My Templates button to ensure your templates are set up and available before proceeding.

Once selected, click Next to move on to the Participants step.

In this step, you have two parts. First, you will define the list of employees who will be reviewed (i.e., the employees) during the cycle. This forms the participant base for the review process.

If you choose Create List:

Second part, After choosing the Create List option, you will be directed to a screen where you can build your list of employees from the available employee population.

Once you finalize the employees, click on Include button.

If you want to exclude specific employees, you can select them and click on Exclude button.

If you choose Upload List:

Once you’ve selected your method and added participants, click Next to proceed to Settings, where you will configure contributor nominations, approvals, and delegation rules.

In this step, you will define key configurations for how the review process will operate, particularly for each reviewer type and scoring behavior. This step is divided into five sub-sections, each focusing on a specific aspect of review configuration.

Define reviewer-specific rules and behavior for each review process step enabled earlier:

Set permissions and expectations for employees reviewing themselves.

Tip: Enabling this setting ensures there is an approval loop specific to this step, allowing designated reviewers to review and provide feedback before finalizing.

Configure manager involvement, including options like visibility, approval, and delegation.

Tip: This provides flexibility when a newly assigned manager lacks context on the employee, enabling historical managers to complete reviews instead.

Set nomination rules and controls for peer reviewers (contributors), including whether employees or managers nominate, and how many contributors can be assigned. This feature enables a designated nomination window where either employees or their managers can propose peers to participate in the review. Managers have the authority to approve or override these nominations, ensuring alignment with organizational needs. Alternatively, administrators may configure the review so that only managers nominate contributors. The number of contributors allowed per employee is determined earlier in the cycle setup wizard.

Tip: Use visibility settings to protect reviewer anonymity or meet transparency requirements based on your organizational culture.

Each section can be expanded to configure detailed options tailored to the role of the reviewer. After choosing desired options, click on Next.

The Score Weighting section allows you to define how much each review step contributes to the overall performance score of the employee.

This step ensures that performance evaluation reflects your organizational priorities and reviewer insights accurately.

Click on Next

The Score Visibility section allows you to configure how review scores are displayed to users and who can view the final results. This ensures alignment with your organization's transparency preferences and data access policies.

You can choose one of the following formats for how employees and managers will view the overall review score:

All score ranges must fully cover 0–100% with no overlap.

Define who will be able to see the final review score:

This section is key for balancing transparency with confidentiality in performance evaluations.

Click on Next.

The Goal Review section allows configuration of both goal assessment and goal creation, if those components were selected earlier in the Process step.

This section enables you to define which goals will be reviewed, based on their due dates. You can filter and include only relevant goals using predefined or custom date ranges.

This ensures only the goals due within the selected timeframe are considered in the review process.

If goal creation was enabled earlier, you can configure how new goals should be created and assigned.

This structured setup ensures clear goal-setting expectations post-review and aligns with performance management workflows.

Once each subsection is configured, click Next to continue to Timeline, where you’ll schedule the stages of the review cycle.

In this step, We have two parts.

First, you define when the review process should begin. This configuration ensures timely communication and task execution for all participants in the review cycle.

A tip is displayed below the date picker to inform administrators that:

Note: Ensure the selected date aligns with internal timelines for review periods and allows sufficient preparation time for reviewers and employees.

Click Next to proceed to the second part of the Timeline step.

In the second section of the Timeline step, you define the specific sequence of review events and when they will occur on the calendar. This is critical for ensuring each stage of the review process launches and closes at the correct time.

In this step, administrators not only define the start date of the review cycle but also gain access to a calendar-based scheduler. The calendar view provides a drag-and-drop interface for placing and sequencing review events. Each review step can be configured with specific start and end times, enabling precise control over process flow. Automated email and in-platform notifications are tied to these scheduled events and can include custom messaging to guide users through the review process.

Each event in the review cycle is displayed on the calendar as a labeled card with color-coded indicators and icons.

This level of precision allows you to:

Tip: Use the combination of calendar and list views to confirm that no steps overlap improperly and that adequate time is provided between stages.

To ensure proper closure of the cycle, administrators must explicitly schedule an Open Sharing event using the timeline interface. This can be done via the calendar or list view. Once selected, administrators choose the date, time, and sharing method—either manual release by managers or automatic sharing at the scheduled time. This final step is required before the review cycle can be marked as complete and launched.

Once the Open Sharing dialog is opened, the following options must be defined:

1. Sharing Method

Choose how the results will be shared:

2. Date & Time

Set the exact date and time when the sharing should occur using:

This ensures that review results are shared in a timely and controlled manner, whether automatically or manager-initiated.

Tip: If you want managers to control the release of review outcomes, choose “Allow managers to share”. If you prefer full automation, choose “Share automatically” and the system will handle it at the scheduled time.

Once configured, click Save, then proceed to the Summary step to finalize the entire review process.

The Summary step is the final stage of the review creation process in the Review Builder. It provides a complete overview of all the configurations made across the previous steps, allowing you to verify and finalize your setup before launching.

This screen consolidates all components of your review setup. Each section is displayed in a collapsible dropdown, allowing you to inspect the configuration in detail.

The following areas are included:

You can navigate directly to any previous step by clicking on the corresponding item in the left-side navigation panel.

After verifying the configuration:

Note: Be sure to confirm that all required components are completed before launching.

You should be able to search and locate your review in the list view.

After verifying the configuration:

Note: Be sure to confirm that all required components are completed before launching.

You should be able to search and locate your review in the list view.

The Review Cycle Builder also provides tools for post-launch cycle management. Administrators can extend deadlines for in-progress steps or reopen previously completed cycles for specific individuals, without disrupting the overall process for others. This targeted flexibility supports exception handling and ensures timely completion across all participants.