When you duplicate a review cycle in Peoplebox, most of the setup is carried forward to save time. However, certain elements are intentionally reset or excluded to ensure accuracy and prevent misconfiguration. This document outlines exactly what is and isn’t duplicated, based on current system behavior.
What Is Copied
Core Review Cycle Details
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Title (updated to your input)
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Status is set to “draft”
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Start and end dates are cleared
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PDF configurations are copied
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Goal cycle configurations (structure only, not the goals)
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All phases (recreated using the original setup)
Reviewer Setup
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All reviewer types (Self, Manager, etc.)
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Reviewer templates (excluding weighted score questions)
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Custom reviewers are copied.
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Peer configuration:
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Selection and approval roles are copied if present
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Role mappings are restored if they exist in the new cycle
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Reviewees and Reviewers
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Only active reviewees from the original cycle are copied
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Only active reviewers are copied if:
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The reviewer is active
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The reviewee is active
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The reviewer is not a peer reviewer
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Manager mappings are carried forward from the previous cycle (not refreshed from the latest employee database)
Questions
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All question blocks are copied, except weighted score (calculated) questions
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A fresh copy of each question is created
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All options within each question are also duplicated
What Is Not Copied
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Goals and Competencies: Goals and competencies assigned at the individual level are not duplicated. These can change between cycles and need to be reassigned manually to ensure accuracy.
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Weighted Score Questions: These are skipped intentionally during duplication because they are tightly linked to formulas and attributes that might not carry over correctly. You will need to re-add them in the new template.
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Peer Reviewers: Peer reviewers are not copied. This is because peer selection is typically dynamic and happens within each review cycle based on current team dynamics.
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Inactive Employees: If a reviewee or reviewer is marked inactive in your employee database, they will not be included in the duplicated cycle.
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Review Progress and Status: All progress (like “Self-review submitted” or “Manager summary done”) is reset. This ensures the new cycle starts fresh with no residual data.
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Reviewee Custom Variables: Any custom weightages previously attached to reviewees are cleared, since these are often cycle-specific and can cause confusion if reused.
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Notifications, Homepage Actions, and Responses: All system-generated actions, alerts, and responses from the previous cycle are discarded. These are considered transient and tied to the old cycle only.
What You Should Do After Duplication
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Review the list of reviewees
Ensure that all relevant employees are included in the new cycle. Add or remove as needed.
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Reassign goals and competencies
If employees should continue with past goals or competencies, assign them manually.
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Reconfigure weighted score questions
These will need to be added manually in the new templates if they are needed.
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Review manager mappings
Manager relationships are retained from the previous cycle. If there have been organizational changes, update the mappings accordingly.
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Check custom reviewer mappings
Custom reviewers are copied, but it’s important to confirm that the mappings are still valid in the context of the new cycle.
Example
If your original review cycle had 100 reviewees, but 10 of them are now inactive, only the remaining 90 will be duplicated. Similarly, if your template had weighted score questions, those specific questions will be skipped and must be recreated manually in the new cycle.