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1. Creating a New Review Cycle
Click on the Review icon on the dashboard, and then click Create New Cycle to create a review cycle
2. Click Create Performance Review
Select Create Performance Review option
3. Enter Review Cycle Title
Enter the name of the review cycle that you want to have in the text box provided under Step 1 Title
4. Click Save And Continue
Click Save & Continue to proceed to the next configuration step
5. Configuring Reviewer Types
Under Step 2: Config, you will see four reviewer types:
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Self-Review – Reviewees evaluate themselves based on the defined review parameters.
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Peer Review – Reviewees provide feedback to peers they have worked with closely.
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Direct Report Review (Upward Review) – Reviewees review their managers to whom they report directly.
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Manager’s Summary (Downward Review) – Managers write reviews for their direct reports.
Next to each reviewer type, there is a toggle button. To include a reviewer type in your review cycle, turn on the toggle button next to that type. Only the enabled reviewer types will be active in this cycle
6. Peer Selection by Employees
If you enable Peer Review, you will see three options for selecting and approving peers for employees: First option is Enable Peer Selection by Employees – Employees can nominate the peers who will provide reviews for them
7. Peer Approval by Managers
Second option is Enable Peer Approval by Managers – If you want managers to approve the peers nominated by employees, enable this option. This helps avoid any bias in the review process
8. Peer Selection by Managers
Third option is Enable Peer Selection by Managers – In this option managers select peers for their direct reports. This option allows managers to directly assign peer reviewers without employee nominations
9. Peer Reviewer Count Settings
Under Peer Settings, you can set the limit for the number of peer reviewers an employee can select. In this option, you need to specify the minimum and maximum number of peer reviewers allowed. This helps control how many peers an employee can choose during the peer selection process
10. Enable Peer Selection by Employees Who Are Not Part of the Review Cycle
Under Peer Review, there are three options. The first option is Employees can select peers who are not part of the review cycle. When this option is enabled, employees can select peers as their peer reviewers even if those peers are not added as reviewees in Step 5. This is useful when you want employees to only give peer feedback as reviewer and not participate as reviewees in the review process. To enable this, tick the checkbox next to this option
11. Peer Reviewers Can Add and Review Additional Peers
In this step, once the selected peer reviewers are giving peer reviews to their peers, they will see a list of peers for whom they need to write reviews. On the Peer Details screen, at the top-right corner, reviewers will get Add Peers button. By clicking this button, employees can select additional peers they would like to review and write peer reviews for. However, they will only be able to add peers who are already included as reviewees in the review cycle. To enable this option, you need to tick the checkbox next to this setting in the Peer Settings
12. Peer Review: Launch as a Separate Phase
The third option under Peer Review is Launch as a Separate Phase. Enabling this changes how the Peer Review phase appears once the review cycle goes live. By default, Self Review, Peer Review, and Direct Report Review are grouped together under the Write Reviews phase and launch at the same time. If you want Peer Review to appear as its own phase—so you can launch it independently—you need to tick this checkbox. Once enabled, Peer Review will show as a separate phase in the cycle
13. Upward Review: Including Direct Reports as Reviewers or Reviewees
If you enable Direct Report Review (Upward Review), you will see two options. The first option is Include Direct Reports Who Are Not Part of the Review Cycle. If you select Include Direct Reports who are not part of the review cycle, then under Step 4 – Reviewees, if the manager is added as a reviewee, all the direct reports of that manager will automatically become reviewers under Step 5 – Reviewers. This means the system will automatically include a manager’s direct reports as reviewers when this option is enabled.
This is useful when: You only want direct reports to be added as reviewers to give upward feedback to their manager, and You do not want them to participate as reviewees in the current review cycle. However, if you want direct reports to be added as reviewees and give other reviews as well (for example, completing a Self-Review or receiving a review from their own manager), then they must be added as Reviewees in Step 4. Only then will they appear as participants in the full review process. To enable this, you will need to untick the checkbox for this option
14. Upward Review: Launch as a Separate Phase
The second option under Direct Report Review (Upward Review) is Launch as a Separate Phase. Enabling this changes how the Direct Report Review phase appears once the review cycle is live. This works the same way as the Launch as a Separate Phase option in Peer Reviews. When enabled, Direct Report Review will not be included under the combined Write Reviews phase. Instead, it will appear as an independent phase that you can launch separately whenever needed
15. Enabling Manager’s Summary (Downward Review)
If you want managers to write reviews for their direct reports, you need to enable the toggle button next to the Manager’s Summary (Downward Review) option
