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1. Accessing the "Reviews" Section
On the left sidebar of your dashboard, click on the "Reviews" icon
Please Note: Only admins have the ability to create and configure a performance review cycle
2. Initiate a New Review Cycle
Click the "Create New Review Cycle" button
3. Choose Review Type
Select the type of review you want to create either a 360-degree review or a Performance review
4. Enter Review Title
Next, you will be taken to a page where you need to enter the review title. Click on the "Title" field
5. Configure Reviewer Types
Under the Config section, you’ll find the basic reviewer types available in Performance Reviews — Self Review, Peer Review, Direct Report Review and Manager's Summary. You can also add "Additional reviewer roles" as needed to customize your review cycle
6. Enable Review Packet Release
In the Advanced Settings, you’ll find the option to Enable Releasing Review Packets. When enabled, this allows managers to release review packets or PDF summaries for their direct reports directly from the tool
7. Schedule 1-on-1 After Review
After configuring the review settings, you’ll find the option to automatically create 1-on-1 meetings following the review. You can choose not to create any meetings or schedule them when the Self Review is completed, when the Manager Review is completed, or when both Self and Manager Reviews are completed. Once enabled, the 1-on-1 will be automatically scheduled for the next day, using the review responses as discussion points
8. Enable Automatic Manager Update
If the "Automatic manager update" option is enabled, any change in the reviewee’s manager during the mid-review will be automatically reflected in the review cycle
9. Save and Continue Setup
After enabling the required phases for your review cycle, click "Save & Continue"
10. Accessing the Forms Section
Under the Forms section, you’ll need to create questions for the phases enabled in your review cycle
Note: Unlike a performance review, all phases here will share the same review form and questions
11. Creating a Form
Click on Create Form to begin. You’ll see two options:
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Create from Scratch — build a new form manually
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Choose from Templates — use a pre-existing form for faster setup
12. Creating a Form from Scratch
If you choose Create from Scratch, click Create New Block and select Question from the dropdown. You can then type your question and adjust settings as required
13. Selecting a Template
If you choose the Create from Template option, you’ll see multiple templates that were previously created. Select one that includes the questions relevant to your review cycle, then click Save and Continue
14. Previewing the Form
Once the questions are created, click on the Preview option to view all questions at a glance
15. Adding Reviewees
Under the Reviewees section, click the ‘+’ icon to add participants to the review cycle. You can search and add employees individually as reviewees. If you want to include everyone in the review cycle, select the option "Add Everyone"
16. Reviewers Tab Overview
Under the Reviewers tab, some of the reviewee–reviewer mappings will be pulled automatically from the tool based on the existing reporting structure or settings configured in your workspace
17. Manually Adding Reviewers
As an admin, you can manually add reviewers under the Reviewers tab. To do this, click Add Reviewers, then select the reviewer and reviewee. You can also update the relationship type if needed. Once you’re satisfied with the reviewer–reviewee mapping, click Add to save the changes
18. Verify and Launch Review Cycle
In the Verify stage, review the entire configuration you’ve set up for the review cycle. Click "Create Review Cycle" to finalize and launch
