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Performance Reviews (Admins)

By Madhurima M and 2 others
• 47 articles

Setting up Bell-curve fitting in Calibration

- On the left sidebar of your dashboard, click on the "Reviews" icon. - Open the "Review Cycle" you want to work on. - Please refer to this link for guidance on configuring the "Edit Columns" option and setting up the 9-Box: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1728390031-setting-up-9box - Enable the "Show Analytics" toggle. - Note: You can visualize the score distribution using different chart types, either as a Bar Chart or Line Chart. The dropdown allows you to select a specific question to visualize its score distribution across reviewees. - Step Size: The step size sets the score range shown on the X-axis. Here, it’s 0.5, meaning each bar covers a range of 0.5 points (like 1.0–1.5, 1.6–2.0). X-axis: The X-axis displays the score ranges for reviewees, grouped according to the step size. For example, it shows ranges like 1.0–1.5, 2.6–3.0, and so on, indicating how many reviewees fall into each score category. Y-axis: The Y-axis shows the number of reviewees who fall into each score range. The taller the bar, the more reviewees received scores within that range. For instance, 6 reviewees scored between 2.6 and 3.0. - While the Median Score provides insight into the central tendency of the scores, the Average Score captures the overall score distribution. In the mentioned example: The Median Score of 3 indicates that half of the reviewees scored below this value and half above, reflecting the central tendency of the scores. In contrast, the Average Score of 2.8 is calculated by adding all scores and dividing by the number of reviewees, representing the overall mean. - You can customize the data: 1. Show Manager Score: View scores given by managers, reflecting their feedback and evaluation. 2. Show Calibration Score: View scores adjusted for consistency across different ratings. 3. Show Legends: Display legends to help understand score categories or data. - There are two options for displaying data on the chart: 1. Show Number: Displays the exact count of reviewees in each score range. Useful for quickly seeing how many people received a specific score. 2. Show Percentage: Displays the percentage of reviewees in each score range. Helpful for understanding the proportion of reviewees within each score range, especially with larger groups. - The "Line Chart" and its configurations are similar to the "Bar Chart". - You can add a column using the "Edit Column" option. In this case, we're adding "Final Score" as a custom column. - Select the Custom Column from the dropdown, and in this case, we are choosing "Final Score". - After selecting the Custom Column, you can view the calibrated scores, which are modified scores adjusted for calibration purposes. For instance: The first blue bar shows that 2 reviewees received scores between 1.6 and 2.0 after the calibration process. - You can adjust the questions for which you want to view scores. The scores displayed include both the original and calibrated scores for each question. In some cases, the original score may not be available if the reviewee was not assessed on that specific question. Additionally, you can view the Median and Average Scores for both the original and calibrated scores. Example: Here, In the 3.6–4.0 score range, there are 2 reviewees with original scores (shown by the green bar) and 2 reviewees with calibrated scores (indicated by the blue bar). This suggests that for this group of reviewees, the calibrated scores remained unchanged from their original scores, reflecting consistency in the evaluation.

Last updated on Oct 21, 2024

Creating Weighted Score Questions

Please refer to the attached links to learn more about how to configure the Review Cycle: 1. Quick Guide for Admins: Self & Manager Review Setup | Peoplebox Help Center 2. Creating other Reviewer Types (Peer, Direct Report) | Peoplebox Help Center For Goals: 1. Enable the Goals option in the review cycle. 2. Once the Goals option is enabled, additional settings will be revealed. 3. Configure these settings based on your specific requirements. For Competencies: 1. Toggle the Competency option to allow users to review all set competencies. 2. Enable the Competency Weightage option if you want to assign specific weights to each competency. While creating the form for the review cycle, select "Weighted Score" from the "Create Another Block" dropdown menu Select "Overall Weighted Score". The overall weighted score is calculated for the entire form by assigning weights to all relevant sections. In contrast, the sectional score is the average of the responses to all rating-based questions within a specific section Note: This is calculated for rating-based questions only Assign weights to different sections of the form, which will be used to calculate the overall weighted score. However, weights cannot be selected for individual sections Finally, click "Add Weighted Score Block" - In this example, the "Overall Score (Auto Calculated)" section reflects the final score derived from a weighted calculation, consisting of two components: - Goals: Weighted at 50%, contributing half of the overall score based on the reviewee's performance on goals. - Competency: Also weighted at 50%, contributing the other half based on the reviewee's competencies. The term "Auto Calculated" indicates that the system automatically computes the overall score by applying these weights to the respective scores in each section In this case, the Goal score is 4 And the Competency score is 3 - The auto-calculated overall score is determined using the following: - Goal Score: 4 (50% weight) contributes [[4×0.5=]][[2]] - Competency Score: 3 (50% weight) contributes [[3×0.5= ]][[1.5]] - The total overall score is calculated as [[2+1.5=]][[3.5]] - Thus, the final auto-calculated overall score is 3.5

Last updated on Oct 29, 2025

Setting up 9-Box

- Note: The 9-Box Grid is a talent management tool that helps organizations assess individuals based on two axes, typically Performance and Potential. Each of the 9 boxes represents a combination of performance and potential, where employees are placed based on their evaluations. - On the left sidebar of your dashboard, click on the "Reviews" icon. - Open the "Review Cycle" you want to work on. - Select "Edit Columns" to choose the questions you'd like to incorporate into the 9-box and calibration. - Once you’ve selected the questions, click "Confirm". - Enable the "Show Analytics" toggle. - Now, select the questions you wish to include on the X-axis, followed by choosing a question for the Y-axis from the dropdown menu. - When selecting questions for the X and Y axes in the 9-box grid, you establish the metrics for assessing employees' potential and performance. The X-axis typically focuses on performance, while the Y-axis emphasizes potential. Employees are then positioned in the grid according to their responses. For instance, high scores in both areas place an employee in Box 9, indicating high performance and high potential, while low scores in both areas place them in Box 1, indicating low performance and low potential. - You can view the X-axis and Y-axis scores by selecting any employee within the boxes. - You can also customize the names of the boxes in the 9-box grid to suit your needs and categorize them accordingly. - The numbers represent the count of employees assigned to each specific box, along with the percentage that this count represents of the total evaluations conducted.

Last updated on Nov 07, 2024

Review Cycle Duplication Explained

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 - Title (updated to your input) - Status is set to “draft” - Start and end dates are cleared - PDF configurations are copied - Goal cycle configurations (structure only, not the goals) - All phases (recreated using the original setup) Reviewer Setup - All reviewer types (Self, Manager, etc.) - Reviewer templates (excluding weighted score questions) - Custom reviewers are copied. - Peer configuration: - Selection and approval roles are copied if present - Role mappings are restored if they exist in the new cycle Reviewees and Reviewers - Only active reviewees from the original cycle are copied - Only active reviewers are copied if: - The reviewer is active - The reviewee is active - The reviewer is not a peer reviewer - Manager mappings are carried forward from the previous cycle (not refreshed from the latest employee database) Questions - All question blocks are copied, except weighted score (calculated) questions - A fresh copy of each question is created - All options within each question are also duplicated What Is Not Copied - 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. - 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. - 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. - Inactive Employees: If a reviewee or reviewer is marked inactive in your employee database, they will not be included in the duplicated cycle. - 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. - Reviewee Custom Variables: Any custom weightages previously attached to reviewees are cleared, since these are often cycle-specific and can cause confusion if reused. - 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 1. Review the list of reviewees Ensure that all relevant employees are included in the new cycle. Add or remove as needed. 2. Reassign goals and competencies If employees should continue with past goals or competencies, assign them manually. 3. Reconfigure weighted score questions These will need to be added manually in the new templates if they are needed. 4. Review manager mappings Manager relationships are retained from the previous cycle. If there have been organizational changes, update the mappings accordingly. 5. 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.

Last updated on Oct 22, 2025

Manager Changes in Ongoing Review Cycle

In some cases, a manager may change while a review cycle is still in progress — due to org restructuring, team changes, role transitions, or exits. Peoplebox supports automatic mid-cycle manager updates to handle these transitions smoothly without disrupting the review process. 🧭 Admin view & configuration When creating or editing a review cycle, admins can enable Automatic Manager Changes under advanced settings. 📌Note: You must set a cut-off date — changes after this date will not reflect in the cycle. 🔄 What happens when a manager changes mid-cycle When a manager is updated for an employee during a live review cycle, Peoplebox applies the following rules to preserve data integrity and transparency. Goals - If goals were approved by the previous manager, those goals remain intact and continue to display the approver as the previous manager. - If the new manager edits and re-approves goals, the approver attribution updates to the new manager. Peers - If peers were selected or approved by the previous manager, those selections remain unless they are manually changed. - If the new manager changes and re-approves peers, the approver attribution updates accordingly. Previous manager's review (downward review) - If the previous manager submitted a review, that submission remains saved and is available to the new manager under the Previous Manager reviewer type. - If the previous manager did not submit a review, they may still submit one; any submission will be recorded and associated with the Previous Manager phase. New manager actions - The new manager will be notified and asked to write a review for the employee. - Any required homepage actions for the new manager will be created (or updated) so they can complete pending tasks. Reviewee feedback (upward review) - The reviewee will be asked to provide feedback for the new manager. They will also be asked to provide feedback for the previous manager only if they had given any feedback. 🧾 Phases, visibility & data handling To preserve prior feedback and workflows, Peoplebox creates (or reuses) system phases when manager changes occur: - Previous Manager — used for downward reviews submitted by a prior manager. The phase is created once per review and reused for subsequent manager changes. - Previous Direct Report — used for upward feedback tied to a previous direct report, created and reused in the same way. Visibility defaults: - New managers are granted visibility to the reviews associated with the Previous Manager reviewer type so they can access prior submissions. - These reviewer types are hidden and separate from the default user created type. Security and usage: - These reviewer types are system-generated and are not selectable manually by regular users. Their internal keys are specific to prevent accidental or manual use. Phases & homepage actions: - When a new system reviewer type is created, a corresponding phase and homepage action will be created. This phase is separate from the normal Write Review phase to avoid confusion and preserve workflow clarity. 📬 Notifications & daily digest Who gets notified: - Review cycle creator receives a daily email digest summarizing all manager changes applied that day. This digest is the only admin-facing email for daily updates. - New manager receives an email listing their new direct reports and any action items (e.g., Write Review links). - Reviewee (employee) receives a notification when their manager changes and is informed about what this means for the ongoing review. - Previous manager receives a summary of removed assignments; no action is required unless they submit a pending review. 📌Note: - All notifications go out at end of the day per the account time zone. - Account-level administrators can request an account-wide option to suppress manager/direct-report emails (contact Peoplebox support to enable this functionality). ⚠️ Important admin warnings Before enabling Automatic Manager Changes, be aware of the following: - Enabling this feature updates manager/direct-report assignments within this review cycle to match your employee database. Any assignments that differ from the employee table will be overwritten for the cycle. - Changes applied by this feature cannot be automatically undone. We currently do not support automatic reverting. To revert changes, you must manually reassign managers/direct reports for affected reviewees or restore from an exported snapshot. - Verify employee mappings before enabling the feature to avoid data inconsistencies. When admins enable the feature, they will be shown a confirmation modal that explains these warnings and requires an explicit acknowledgment before proceeding. ❓ FAQs Q: Will my old manager's review be deleted? A: No. If the previous manager submitted a review, it remains saved and visible under the Previous Manager phase. Q: Will goals or peers need to be re-approved after a manager change? A: No. Approved goals and peers remain as-is unless the new manager edits and re-approves them. If re-approved, the approver attribution updates to the new manager. Q: Can I automatically undo manager changes applied by this feature? A: No. Automatic reverting is not supported. To undo changes you must manually reassign managers or restore from an exported snapshot. Q: Who receives the daily digest email? A: The daily digest is sent only to the review cycle creator and summarizes the changes applied that day. All notifications go out at the end of the day per the account timezone. Account-level administrators can request an account-wide option to suppress manager/direct-report emails (contact Peoplebox support to enable this functionality). Q: Will the employee's reporting manager in the employee database be changed? A: No. Automatic Manager Changes affect assignments only within the review cycle. Your organization's employee database (HRIS) remains unchanged. 🛠️ Need help? If you have questions or need assistance adjusting manager assignments, reach out to your Peoplebox Customer Success Manager or email us at support@peoplebox.ai.

Last updated on Oct 22, 2025

Calibration Chart – Option-Based & Numeric-Based Rating Questions

The Calibration Chart now supports two types of rating questions — making it easier to visualize and calibrate both discrete ratings and numeric scores. 1. Understanding Rating Question Types A. Option-Based Rating Questions - Use discrete options with predefined legends. - Example: - 1 – Below Expectations - 2 – Developing - 3 – Meets Expectations - 4 – Above Expectations - 5 – Exceeds Expectations - How it looks: - Displayed as bar charts / line charts grouped by exact rating (1–5). - Each bar shows the number of employees with that score. - Works for both manager scores and calibrated scores. B. Numeric-Based Rating Questions - Use numeric input (min and max values) and can have ranges with legends. - Commonly used for: - Overall Goal Score - Overall Competency Score - Weighted Scores - Numeric custom columns - Viewing options: 1. Decimal Ranges – Uses predefined ranges set when creating the question (e.g., 2.5–3.0, 3.0–3.5). 2. Rounded Numbers – Rounds scores to the nearest whole number (e.g., 2.6 → 3). - How it looks: - Available for bar and line charts. - Applies equally to calibrated and non-calibrated scores. - How to setup ranges: - When you are creating these specific types of questions, you can use those ranges in the form to bucket your scores. - This is available in Advanced settings for goals and weighted questions. 3. Custom Columns Setup Custom columns can behave as Option based on Numeric based when creating it. - Option-Based - Map each option to a label (existing setup). - Calibrates like a discrete rating scale. - Numeric-Based - Set minimum and maximum values. - Create number ranges and link them to legends. - Calibrates like a numeric score. 4. What’s Next Going forward, we will also introduce numeric-based and option-based questions in Performance Reviews — so you’ll be able to use the same flexibility beyond calibration.

Last updated on Oct 22, 2025

Quick Guide for Admins: Self & Manager Review Setup

https://youtu.be/d_AHmY4GVqY?si=6E93zuA7Hs7rYfE6 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 Accessing the 'Reviews' Section 2. Initiate a New Review Cycle Click the "Create New Cycle" button located at the top right corner of the Reviews page Initiate a New Review Cycle 3. Choose Review Type Select the type of review you want to create either a 360-degree review or a Performance review Choose Review Type 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 Enter Review Title 5. Configure Self-Review Settings On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle To enable a reviewer type, click the toggle switch next to the desired option. When you enable Self Review, all reviewees in the review cycle will be able to evaluate themselves on the defined review parameters Configure Self-Review Settings 6. Enable Manager's Summary (Downward Review) When you enable Manager's Summary (also called Downward Review), managers will be able to evaluate their direct reports on the defined review parameters Enable Manager's Summary (Downward Review) 7. Save and Continue Setup After enabling the required phases for your review cycle, click "Save & Continue" Save and Continue Setup 8. Create Review Forms Under Forms, you will need to create the questions for the phases you have selected. Once the questions are set, click "Save & Continue" to proceed Create Review Forms 9. Select Reviewees - Reviewee → The employee whose performance is being evaluated. - Reviewer → The person providing feedback on the reviewee (e.g., self, peer, manager, or direct report). - Choose the Reviewees you want to include in the review cycle. Once selected, click "Save & Continue" Select Reviewees 10. Reviewee-reviewer Mapping Under the Reviewers tab, since only Self Review and Manager Summary are enabled, the reviewee–reviewer mapping will be pulled automatically from the tool Reviewee-reviewer Mapping 11. 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 Verify and Launch Review Cycle

Last updated on Nov 13, 2025

Creating other Reviewer Types (Peer, Direct Report)

https://youtu.be/F229r0IQndU?si=AtagB9_gTqDG3FgY 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 Accessing the 'Reviews' Section 2. Initiate a New Review Cycle Click the "Create New Cycle" button located at the top right corner of the Reviews page Initiate a New Review Cycle 3. Choose Review Type Select the type of review you want to create either a 360-degree review or a Performance review Choose Review Type 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 Enter Review Title 5. Enable Phases in the Configuration Page Under the Configuration page, you can enable the phases you want to include in the review cycle 6. Enable Peer Review Toggle To activate Peer Review, switch on the Peer Review toggle button Enable Peer Review Toggle 7. Peer Selection & Approval Options When Peer Review is enabled, you will see two options under Peer Selection and Approval: - Option 1: Reviewee-Driven Selection - Peers are selected by reviewees - You can also enable Peer Approval by Managers as an additional step - If enabled, managers will need to approve the peers chosen by reviewees - Option 2: Manager-Driven Selection - In this case, no approval step is needed since the manager selects the peers directly Peer Selection & Approval Options 8. Configuring Peer Review Settings In this step, you can define how the peer review will work: Define the minimum and maximum number of peers that employees need to select for the review Enable this option if you want employees to select peers who are not part of the review cycle Choose Peer Review Placement: Decide whether to, - Launch Peer Review as a separate phase, or - Include it under Write Reviews within the same cycle Configuring Peer Review Settings 9. Enable Direct Report Reviews Turn on the Direct Report Review (Upward Review) toggle to allow direct reports to review their managers This ensures that employees can provide feedback to the managers they report to directly Enable Direct Report Reviews 10. Configure Direct Report Settings Within Direct Report settings, you have two options: - Include direct reports who are not part of the review cycle - Launch direct report review as a separate phase, instead of keeping it under the Write Reviews phase Configure Direct Report Settings 11. Save and Continue Setup After enabling the required phases for your review cycle, click "Save & Continue" Save and Continue Setup 12. Create Review Forms Under Forms, you will need to create the questions for the phases you have selected. Once the questions are set, click "Save & Continue" to proceed Create Review Forms 13. Select Reviewees Choose the Reviewees you want to include in the review cycle. Once selected, click "Save & Continue" Select Reviewees 14. Add Reviewers for Peer Reviews As an admin, you can manually add reviewers under the Reviewers tab. To do this, click Add Reviewers Add Reviewers for Peer Reviews 15. Add Reviewers for Peer Reviews 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 Add Reviewers for Peer Reviews 16. Reviewer–Reviewee Mapping for Direct Reports For Direct Reports, the reviewer–reviewee mapping will be pulled automatically from the tool Reviewer–Reviewee Mapping for Direct Reports 17. 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 Verify and Launch Review Cycle

Last updated on Nov 13, 2025

Creating Custom Reviewers

https://www.youtube.com/watch?v=VoBnhcjv9Ko 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 Accessing the 'Reviews' Section 2. Initiate a New Review Cycle Click the "Create New Cycle" button located at the top right corner of the Reviews page Initiate a New Review Cycle 3. Choose Review Type Select the type of review you want to create either a 360-degree review or a Performance review Choose Review Type 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 Enter Review Title 5. Enable Reviewer Types On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle To enable a reviewer type, click the toggle switch next to the desired option If you want to add Additional Reviewer Roles, then click on this "+" icon Enable Reviewer Types 6. Configure Reviewee-Reviewer Label Fill the "Reviewer Label" and "Reviewee Label" field Configure Reviewee-Reviewer Label 7. Configure Reviewee-Reviewer Label By selecting this option, employees will be allowed to choose anyone as a reviewee and write reviews for them Configure Reviewee-Reviewer Label 8. Configure Reviewee-Reviewer Label You also have the option to launch this reviewer type as a separate phase instead of grouping it with other review phases Configure Reviewee-Reviewer Label 9. Save Reviewer Role After making all the modifications, click Add to include the additional reviewer role in the review cycle Save Reviewer Role These are a few terms that will help you understand this section better before you start configuring your review cycle. 1. What is a Reviewer Label? The Reviewer Label refers to the title given to the person who is providing feedback in the review cycle. For example, a reviewer can be a Skip Manager, or even a Dotted Manager depending on your organization’s setup. 2. What is a Reviewee Label? The Reviewee Label is the title assigned to the person being reviewed in the cycle. Common examples include Employee, Team Member, or Contributor. 3. Why would someone need additional reviewer roles? In addition to the standard reviewer types (such as self, manager, direct report, or peer reviews), there may be situations where you want reviewees to be evaluated by someone other than the default reviewers. Peoplebox provides the flexibility to add Custom Reviewer roles to support these scenarios. 4. What are the use cases for additional reviewer roles? Here are a few common scenarios where additional reviewer roles are useful: - Skip Manager Review: A skip manager (the manager’s manager) can provide an additional layer of feedback to ensure alignment and cross-team consistency. Example: “Skip Manager” as Reviewer → “Employee” as Reviewee. - Project-Based or Cross-Functional Review: When employees collaborate across teams or projects, feedback from another team’s lead or member can offer a broader perspective. Example: “Project Reviewer” as Reviewer → “Contributor” as Reviewee.

Last updated on Nov 13, 2025

Creating Custom Attributes

https://youtu.be/OgLGxIa7rjc?si=7tOqHM_3tRdJTCaa 1. Creating Custom Attributes Under the Forms section, click on the Advanced options to create Custom Attributes Creating Custom Attributes 2. Creating Custom Attributes You can create as many custom attributes as you need Creating Custom Attributes 3. Adding Questions for Custom Attributes Go to the Edit Form option to create questions for the custom attributes Adding Questions for Custom Attributes 4. Adding Questions for Custom Attributes From the dropdown, you’ll see all the custom attributes created for this review cycle You must create at least one question for each custom attribute; otherwise, you won’t be able to move to the next step Adding Questions for Custom Attributes 5. Saving and Continuing Once all questions are ready, click on Save and Continue Saving and Continuing 6. Adding Reviewees via CSV If you want to add reviewees using a CSV, click on the Import CSV option Adding Reviewees via CSV 7. Downloading the Template Download the template to view the correct format for uploading the CSV Downloading the Template 8. Importing the CSV After editing the sheet with the proper custom attributes, you can upload it by using the Import CSV option Importing the CSV 9. Uploading the CSV Click on the Upload option, select your file, and upload the CSV Uploading the CSV 10. Confirming Import Completion Once your CSV is uploaded, you’ll see a message saying, “Reviewee import completed successfully" This confirms that the import is done Confirming Import Completion 11. Adding Reviewees Individually If you want to include any reviewee separately, click on the plus (+) option on the right-hand side of that reviewee Adding Reviewees Individually 12. Editing Reviewee Details Click on the edit symbol to update the employee or review details Editing Reviewee Details 13. Assigning Custom Attributes Open the Select Attribute dropdown. From there, choose the custom attribute you want to assign to the reviewee Assigning Custom Attributes 14. Saving Configurations Once all configurations are complete, click on Save The selected custom attribute will then be successfully assigned to that reviewee Saving Configurations

Last updated on Nov 13, 2025

Creating Reviews with Goals

https://youtu.be/DU08ZeyVkyw?si=fxSIM6YnbeiRrFeH 1. Selecting Reviewer Types On the Configure Steps of this Review Cycle page, you can choose which types of reviewers to include To enable a reviewer type, simply toggle the switch next to the desired option Selecting Reviewer Types 2. Including Goals in the Review Cycle If you would like to include goals in the review cycle, you can enable them in this section Including Goals in the Review Cycle 3. Goal Selection and Approval Options Under the Goal Selection and Approval section, you have two options: - Employee Selection with Manager Approval: Employees can select their goals, and you may choose whether managers must approve them Goal Selection and Approval Options 4. Goal Selection and Approval Options Manager-Only Selection: Managers select and approve the goals directly. In this case, there is no separate phase for goal approval, since it is handled entirely by the managers Goal Selection and Approval Options 5. Selecting a Goal Cycle In the Goal Cycle section, use the dropdown to choose from Active, Previous, Upcoming, or All Cycles to select goals for the review cycle Selecting a Goal Cycle 6. Choosing a Goal Type You can select any one goal type: Goal Only – Reviewees are evaluated only on the parent goal Choosing a Goal Type 7. Choosing a Goal Type Key Result Only – Reviewees are evaluated on key results, grouped by the parent goal Choosing a Goal Type 8. Choosing a Goal Type Goal and Key Results – Reviewees will be evaluated on either goals or key results, or both Choosing a Goal Type 9. Enabling Goal Weightage You can enable goal weightage for the review cycle, which requires reviewees to assign weightage to each goal or key result You may also define minimum and maximum percentage limits and allow users to assign a weightage of 0% if needed Enabling Goal Weightage 10. Setting Goals to Private You can choose to make goals private by default This means any goals created within the reviews experience will automatically be set as private Setting Goals to Private 11. Configuring Goal Modules in Forms Under Forms, you can decide where the goals module should appear By default, it is included in both the self and manager’s summary, but you can disable it if needed Configuring Goal Modules in Forms 12. Saving the Configuration Once you are satisfied with all configurations, click Save and Continue Saving the Configuration 13. Creating a Form Click on Create Form to add questions for the review Creating a Form 14. Creating a Form You can either build one from scratch or select questions from a template Creating a Form 15. Adding a Goal Block When you select Create from Scratch and then click on the Create New Block dropdown, you will see several options. Since goals are enabled for this review cycle, the Goal option will be available Adding a Goal Block 16. Editing the Default Question A default question is included in the goal block. You can change the question or heading and customize it as needed Editing the Default Question 17. Making Questions Mandatory You can set the goal question as either mandatory or optional Making Questions Mandatory 18. Choosing Rating or Open Text You can make the goal question either rating-based or open text Choosing Rating or Open Text 19. Combining Rating with Open Text You also have the option to allow both — a rating scale along with an open text response Combining Rating with Open Text 20. Showing Goal Progress You have the option to display goal progress in the review, which will be visible to reviewees Showing Goal Progress 21. Configuring Score Visibility Choose whether to display both the rating (number) and the legend (text) in review forms and review packets (PDFs). If disabled, only the legend (text) will be shown Configuring Score Visibility 22. Adding the Goal Block Once you finish editing the goal block, click on Add Goal Block to add it to the form Adding the Goal Block 23. Saving and Continuing After all forms are created, click on Save and Continue to proceed Important Note: If the goal block is enabled in more than one review, you must create questions for the goal block in all reviews of the review cycle. Otherwise, you won’t be able to move forward Saving and Continuing Click on this link to learn how to Configure Multiple Goal Sections within a review cycle: Configure Multiple Goal Sections in Review Cycle | Peoplebox Help Center

Last updated on Nov 13, 2025

Visibility Matrix for Reviews

Want to see how it works? Click here to watch a quick walkthrough on configuring the Visibility Matrix in reviews. 1. Open the Review Cycle Click "Open" on the review cycle where you want to set the visibility matrix Open the Review Cycle 2. Go to Settings → Visibility Navigate to the "Visibility" option under the Settings tab Go to Settings → Visibility 3. Manage Platform Visibility In the Platform section under Visibility, manage how different reviewer types can view and write reviews Set visibility for Self, Manager, and Admin to control what each role sees when writing or reviewing feedback Manage Platform Visibility 4. Configure Self-Review Visibility Self-reviews will always be identified for both the Manager and the Reviewee. But for Admins, you can choose between: Identified & Can’t Access Configure Self-Review Visibility 5. Configure Manager Review Visibility Manager reviews will always be identified for the Manager. For Self and Admin, you can set it to either “Can’t Access” or "Identified" Configure Manager Review Visibility 6. Configure Peer & Direct Report Review Visibility For Peer and Direct Report reviews, you have three options: Can’t Access, Anonymous, Identified Configure Peer & Direct Report Review Visibility 7. Apply Same Settings to PDFs You’ll see an option: “Apply same configuration to PDF release to employees" - If selected, the platform visibility settings will automatically apply to PDFs - If unchecked, you can configure separate visibility rules for PDFs Apply Same Settings to PDFs 8. Save Your Changes Click "Save Changes" to apply and save all your visibility settings securely Save Your Changes 9. "Set to Default" To undo everything and go back to the original setup after creating the review cycle, click "Set to Default" 'Set to Default'

Last updated on Sep 26, 2025

Enhanced Goal Editing for Admins Linked to Review Cycles

https://youtu.be/kqWpfW-Z2jE?si=Zq4VCq2UR_nQyCVL 1. Accessing Goal Options On the right-hand side of the goal you want to edit, click the three vertical dots to view available actions Accessing Goal Options 2. Delete Option Disabled for Approved Goals After clicking the three dots, you will see several options. If a goal has been approved for a review cycle, the delete option will be grayed out, indicating that deletion is not allowed for this goal Delete Option Disabled for Approved Goals 3. Selecting the Edit Option Click on the “Edit” option to make changes to the goal Selecting the Edit Option 4. Editing as an Admin A prompt will appear indicating that you are editing this goal as an admin. - This goal is part of a review cycle, hence following properties cannot be edited: Goal Cycle, Visibility, Removal of existing owners & alignment - Editing this will update all ongoing and past performance reviews linked to this goal Editing as an Admin 5. Restricted Fields – Goal Cycle If you try to change the goal cycle, a message will appear stating that this field cannot be edited as the goal is part of a review cycle Restricted Fields – Goal Cycle 6. Restricted Fields – Visibility You cannot change the visibility settings of a goal within a review cycle. Attempting to do so will display the same restriction message Restricted Fields – Visibility 7. Restricted Fields – Existing Owners Existing owners of a goal cannot be removed while the goal is part of a review cycle. A message will inform you that editing existing owners is not allowed Restricted Fields – Existing Owners 8. Adding New Owners You can add new owners to a goal even when it is part of a review cycle Adding New Owners 9. Save Goal Changes After making the allowed edits, click “Save Changes” to apply your updates Save Goal Changes

Last updated on Nov 13, 2025

Configure Per-Participant End Dates for Review Phases

https://youtu.be/5fCe6-aVb_0?si=ysCROTB7gk-brYhJ 1. Viewing Phases in a Review Cycle Open the review cycle and navigate to the Phases tab. Under this tab, you can view all the phases included in the review cycle, along with their status, progress, start date, and end date 2. Viewing the Phase End Date On the right-hand side of a review phase, you can view its end date, which represents the deadline for all participants included in that phase Viewing the Phase End Date 3. Accessing Participant Details Click on the review phase to see the list of participants included in it. Under the Launched section, you will see an Edit End Date option for individual participants Accessing Participant Details 4. Selecting Participants Select the employees for whom you want to edit the end date. This allows you to adjust deadlines for specific participants without affecting the entire phase Selecting Participants 5. Editing the End Date After clicking Edit End Date, you will see two options: - End Now – to immediately close the phase for selected participants - End Later – to extend the phase and set a new end date and time Editing the End Date 6. Setting a New End Date If you select End Later, choose a new end date and time for the selected participants to extend the phase as needed Setting a New End Date 7. Verifying Extended End Dates Navigate back to the Phases tab. Under the End Date column, you will see that the end dates for the selected participants have been updated accordingly Verifying Extended End Dates 8. Reminder Restrictions for Ended Phases If the phase has already ended for any participant, you will not be able to send a reminder to that participant. Hovering over the participant’s name will display a prompt stating: “Phase already ended for this participant" Reminder Restrictions for Ended Phases

Last updated on Nov 13, 2025

Create a 360° Review Cycle in Peoplebox

Click here to watch the video! 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 Accessing the 'Reviews' Section 2. Initiate a New Review Cycle Click the "Create New Review Cycle" button Initiate a New Review Cycle 3. Choose Review Type Select the type of review you want to create either a 360-degree review or a Performance review Choose Review Type 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 Enter Review Title 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 Configure Reviewer Types 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 Enable Review Packet Release 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 Schedule 1-on-1 After Review 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 Enable Automatic Manager Update 9. Save and Continue Setup After enabling the required phases for your review cycle, click "Save & Continue" Save and Continue Setup 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 Accessing the Forms Section 11. Creating a Form Click on Create Form to begin. You’ll see two options: - Create from Scratch — build a new form manually - Choose from Templates — use a pre-existing form for faster setup Creating a Form 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 Creating a Form from Scratch 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 Selecting a Template 14. Previewing the Form Once the questions are created, click on the Preview option to view all questions at a glance Previewing the Form 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" Adding Reviewees 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 Reviewers Tab Overview 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 Manually Adding Reviewers 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 Verify and Launch Review Cycle

Last updated on Oct 29, 2025

Launch Phases in a Review Cycle

Click here to watch the video! 1. Navigate to Reviews Section Click on the “Reviews” module from the homepage to access all active review cycles Navigate to Reviews Section 2. Open the Review Cycle Click Open for the review cycle in which you want to launch the phases Open the Review Cycle 3. Initiate Review Kick-Off If no phase has been launched yet, click Kick-off Review to begin the launch process Initiate Review Kick-Off 4. Select a Phase to Launch From the dropdown, choose the specific phase you want to launch within the review cycle Select a Phase to Launch 5. Choose a Launch Channel Select the communication channel for launching the phase. Available options include Microsoft Teams, Email, Slack, and Silent Launch Choose a Launch Channel 6. Configure Message (for Teams, Email, or Slack) If you select Microsoft Teams, Email, or Slack, you’ll have the option to customize the subject and message before sending the launch notification Configure Message (for Teams, Email, or Slack) 7. Silent Launch Option If you choose Silent Launch, no subject or message field will appear. In this mode, the task will be assigned to reviewees and reviewers without sending any notifications Silent Launch Option 8. Launch the Phase Instantly Select Instant Launch to send the phase immediately to the participants Launch the Phase Instantly 9. Schedule Launch for Later Choose Schedule for Later to launch the phase automatically on a specified date Schedule Launch for Later 10. Launch to Specific Reviewees Select this option if you want to launch the phase only to specific participants. You can manually choose which reviewees should receive the launch notification Launch to Specific Reviewees 11. Launch to Reviewees Pending Notification Choose this option to launch the phase for all reviewees who haven’t yet received the launch notification Launch to Reviewees Pending Notification 12. Launch the Phase Once all configurations are complete, click Launch. The phase will now be initiated, and tasks will be assigned to the selected participants Launch the Phase

Last updated on Oct 29, 2025

Sending Reminders for Phases in a Review Cycle

Click here to watch the video! 1. Navigate to Reviews Section Click on the “Reviews” module from the homepage to access all active review cycles Navigate to Reviews Section 2. Open Review Cycle Click Open for the review cycle where you want to send reminders Open Review Cycle 3. Select Reminder Option On the right-hand side of the specific phase, click Notify. You’ll see two options — Launch and Remind. Select Remind from the dropdown to send reminders Select Reminder Option 4. Choose Notification Channel Select the channel through which you want to send the reminders Choose Notification Channel 5. Edit Notification Subject Edit the subject line and customize the reminder message according to your preference before sending it out Edit Notification Subject 6. Schedule Reminder Choose Instant Launch to send the reminder immediately or Schedule for Later to send it on a specific date and time Schedule Reminder 7. Select Recipients Under Select Recipients, choose whether to send the reminder to specific reviewees or to all participants pending reminder notifications Select Recipients 8. Select Dynamic Scheduling If you select Schedule for Later, select this option & set the desired date and time. The reminder will then be sent only to participants who haven’t completed their task by that time Select Dynamic Scheduling 9. Send or Schedule the Reminder Once everything is configured, click Launch to send the reminder instantly or Schedule to send it later as per your chosen settings Send or Schedule the Reminder

Last updated on Oct 29, 2025

Adding or Removing Reviewees and Reviewers in a Review Cycle

Click here to watch the video! 1. Navigate to Reviews Section Click on the “Reviews” module from the homepage to access all active review cycles Navigate to Reviews Section 2. Open The Review Cycle Click Open to view the specific review cycle where you want to manage reviewees Open The Review Cycle 3. Initiate Adding Reviewee Go to the Reviewees tab. To add a new reviewee, click on the Add Reviewee option Initiate Adding Reviewee 4. Confirm Add Reviewee Action Select the reviewee from the drop-down list and click Add Reviewee to include them in the review cycle Confirm Add Reviewee Action 5. Manage Existing Reviewees To remove a reviewee, go to the Reviewees tab again and click Manage Reviewee beside the reviewee’s name Manage Existing Reviewees 6. Access Review Options Click the three vertical dots on the top-right corner to view additional options Access Review Options 7. Start Removing Reviewee Select the Remove Reviewee option from the dropdown menu Start Removing Reviewee 8. Confirm Removal Action Type REMOVE to confirm and click Remove to complete the action Confirm Removal Action 9. Acknowledge Reviewee Removal Once removed, a confirmation message will appear, indicating that the reviewee has been successfully deleted from the review cycle Acknowledge Reviewee Removal Note: You can also remove a reviewer using a similar process. Navigate to the Reviewees tab and click on the Manage Reviewee option beside the reviewee for whom you want to remove a reviewer. This will display all reviewers assigned to that reviewee. Locate the reviewer you wish to remove, click on the three vertical dots beside their name, and select Remove Reviewer. The selected reviewer will then be removed from the reviewee’s list of assigned reviewers

Last updated on Oct 30, 2025

Changing a Manager in a Review Cycle

Click here to watch the video! 1. Navigate to Reviews Section Click on the “Reviews” module from the homepage to access all active review cycles Navigate to Reviews Section 2. Open The Review Cycle Click on Open for the specific review cycle where you want to change the manager for a reviewee Open The Review Cycle 3. Navigate to the Reviewees Tab Once inside the review cycle, go to the Reviewees tab. On the right-hand side of the reviewee for whom you want to change the manager, click on the Manage Reviewee option Navigate to the Reviewees Tab 4. Access the Manager Options Under the Manager section, look to the right-hand side for the three vertical dots. Click on these dots to view more options related to the reviewee’s manager Access the Manager Options 5. Select the “Change Manager” Option After clicking the three dots, a dropdown menu will appear. Select Change Manager from the available options to proceed with updating the manager for the selected reviewee Select the “Change Manager” Option 6. Acknowledge the Confirmation Message A confirmation message will appear asking you to acknowledge that you’ve read and understood the terms and conditions before changing the manager. Tick the checkbox to confirm and continue Acknowledge the Confirmation Message 7. Choose and Update the New Manager Once you’ve acknowledged, select the new manager from the dropdown list. After selecting, click on Change to finalize the update. The reviewee’s manager will now be updated for that review cycle Choose and Update the New Manager 8. Automating Manager Updates During Review Creation If you prefer not to manually change managers during an ongoing review cycle, you can set up Automatic Manager Updates while creating the review cycle. This feature ensures that any changes in reporting structure are automatically reflected in the reviews. To learn more about how this automation works, please refer to the attached link: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1754281829-manager-changes-in-ongoing-review-cycle

Last updated on Nov 04, 2025

Generate Review Cycle PDF Packets in Peoplebox

Click here to watch the video! 1. Navigate to Reviews Section Click on the “Reviews” module from the homepage to access all active review cycles Navigate to Reviews Section 2. Open The Specific Review Cycle Click on Open for the specific review cycle where you want to generate PDF packets for the reviewees Open The Specific Review Cycle 3. Navigate to the Reviewees Tab Once inside the review cycle, go to the Reviewees tab. If you want to download review packets for all reviewees at once, click on the Download option available on the screen Navigate to the Reviewees Tab 4. Select Review Packets PDFs After clicking on the Download option, select Review Packets PDFs from the list to generate the review documents Select Review Packets PDFs 5. Confirm the Download You’ll see two options — Submit and Cancel. Click Submit to proceed. Once confirmed, all the review packet PDFs will be compiled into a zip file, and a download link will be sent to the email address linked to your account. Please note that the link will remain valid for one day only Confirm the Download 6. Download PDF for a Specific Reviewee If you only want to download the review packet for a specific reviewee, go to the Reviewees tab again. Locate the reviewee and click on the View Review Summary option next to their name Download PDF for a Specific Reviewee 7. Download the Individual Review Packet After opening the Review Summary, you’ll see an option labeled Download PDF. Click on it to download the individual review packet for that reviewee Download the Individual Review Packet 8. Understanding Visibility Matrix in Reviews Click on this link to learn more about how the Visibility Matrix works in Reviews: Visibility Matrix for Reviews | Peoplebox Help Center

Last updated on Nov 04, 2025

Configure Multiple Goal Sections in Review Cycle

Click here to watch the video! 1. Enabling Goals for the Review Cycle Under the Config section while creating a review cycle, enable the Goals option if you want to include goals in the review cycle Enabling Goals for the Review Cycle 2. Selecting Goal Selection and Approval Method In the Goals section, under Selection and Approval, choose how goals should be selected and approved. You will have three options: - Reviewee selects goals - Reviewee selects, manager approves - Manager selects and approves goals Selecting Goal Selection and Approval Method 3. Choosing the Goal Cycle Choose the Goal Cycle you want to include in the review cycle. You can select from: - Active Cycles - Previous Cycles - Upcoming Cycles Choosing the Goal Cycle 4. Selecting the Goal Type Choose the Goal Type to define which goals will be included in the review cycle. You can select: - Goals only - Key Results only - Both Goals and Key Results Selecting the Goal Type 5. Add Another Goal Section If needed, you can add another Goal Section to include different types of goal assessments or categories within the same review cycle Add Another Goal Section 6. Creating a Goal-Based Question While creating a form, click on Create New Block. From the available options, select Goal to create a goal-based question Creating a Goal-Based Question 7. Linking the Goal Section Under the Goal Section Settings, select the goal section that you have already created. This ensures the question block is connected to the correct goal configuration Linking the Goal Section 8. Adding the Goal Block Click on Add Goal Block to add your goal-based question to the review form. This allows reviewers to assess or comment on specific goals. Once the goal-based question is created, you will see it displayed in the form builder Adding the Goal Block

Last updated on Nov 05, 2025

Generate Reports for Review Cycles Efficiently in Peoplebox

Click here to watch the video! 1. Accessing the Reports Module Click the "Reports" module to access reporting options within Peoplebox Accessing the Reports Module 2. Access Reviews Reports Under the Reports section, click on the "Reviews" tab to view all reports related to performance reviews. Here, you’ll find several pre-built reports that provide insights into your review cycles Access Reviews Reports 3. Creating a Custom Report If you want to create a customized report instead of using the existing ones, click on the "Create Report" button. This option allows you to build a report based on your specific requirements and preferred data fields Creating a Custom Report 4. Selecting a Report Type As an example, click on Review Cycle Results Report. This report gives a detailed overview of the selected review cycle, including participant details, ratings, and feedback summaries Selecting a Report Type 5. Selecting a Review Cycle Click on the Review Cycle dropdown option and select the specific review cycle for which you want to generate the report Selecting a Review Cycle 6. Adding Filters Click on the Add Filter option to refine your report. You can filter data by Manager, Department, Reviewer Type, Reviewee, and several other parameters. If you’re not satisfied with the filters applied, you can easily remove them by clicking Clear Filter Adding Filters 7. Downloading the Report Once you are satisfied with the selected filters and data view, click on the three vertical dots at the top-right corner of the report Downloading the Report 8. Exporting the Report After clicking the three dots, select the "Download Report" option. The system will automatically generate and send the report to the email ID associated with your account. You can then access the downloaded report from your inbox Exporting the Report

Last updated on Nov 11, 2025

Create Reviews With Competencies In Peoplebox

Click here to watch the video! 1. Enabling the Competency Module in a Review Cycle Under the config settings of the review cycle, enable the Competency Module. Once enabled, users can review and provide feedback aligned with those competencies throughout the review process Enabling the Competency Module in a Review Cycle 2. Enable Competency Weightage If you wish to assign weightage to each competency, enable the Competency Weightage option. Each competency can have a percentage weight, and the total must add up to 100% Enable Competency Weightage 3. Create the Review Form Navigate to the Form section and create the review form for the selected review type in this cycle Create the Review Form 4. Add a Competency Block Click on "Create New Block", then select Competency from the dropdown menu Add a Competency Block 5. Configure and Add the Competency Block After configuring the competency question as needed, click "Add Competency Block". The competency question will now be included in your review form Configure and Add the Competency Block 6. Add Reviewees to the Review Cycle Add the reviewees you want to include in this review cycle Add Reviewees to the Review Cycle 7. Verify and Create the Review Cycle Under the Verify section, click on "Create Review Cycle" to finalize and create the review cycle Verify and Create the Review Cycle 8. Review Cycle Creation Error At times, the review cycle may not be created due to configuration issues. In this example, one of the reviewees is not mapped to a position, which prevents competencies from being displayed Review Cycle Creation Error 9. Download Error Report To understand the issue, click on the Download Report option. The report will display all the errors that are preventing the review cycle from being created, helping you identify and fix them easily Download Error Report 10. Import Competencies via CSV You can also import all competencies directly into the review cycle using a CSV file Import Competencies via CSV 11. Download CSV Template Click on the Download option to view reviewees already added to the cycle, along with their assigned competencies and the correct CSV format. Download CSV Template 12. Upload CSV with Competencies Once your CSV file is prepared with all competencies for the added reviewees, upload it here. After successful upload, all reviewees and their competencies will be added to the review cycle automatically Upload CSV with Competencies 13. Competency Import Format Refer to the attached sample CSV to understand the correct format for importing competencies: https://docs.google.com/spreadsheets/d/1olYnhm4g5uImfBYI1blw3ZOPXzs738OxX6eFiYO5iJk/edit?usp=sharing

Last updated on Nov 12, 2025

How to Create and Assign Custom Attributes

Click here to watch the video! 1. Navigate to Config Section In Step 2 of the review cycle creation, click on the "Config" section Navigate to Config Section 2. Select form Select the form for which you want to have custom attributes and turn on the toggle button Select form 3. Save And Continue After selecting the form. Click “Save & Continue” to proceed to Step 3, where you can create custom attributes Save And Continue 4. Click Dropdown for Custom Attribute Creation Under Advanced Options (Custom Attributes), click the dropdown next to it to create a custom attribute Click Dropdown for Custom Attribute Creation 5. Enter Custom Attribute Name Enter the attribute name in the text box that you want to create. After typing the custom attribute name in the text box, the attribute name will appear in the dropdown list Enter Custom Attribute Name 6. Create Custom Attribute Click the custom attribute name from the dropdown list to create it. The custom attribute will then be added Create Custom Attribute 7. Delete a Custom Attribute If you want to delete a custom attribute you created, click the “×” icon next to the attribute name. This will remove the custom attribute you no longer need Delete a Custom Attribute 8. Delete Attribute Click "Delete" to remove the selected custom attribute Delete Attribute 9. Edit Form After creating the custom attribute, click on "Edit Form" under the Self Review Edit Form 10. Select Question Block Click on the “Question” block to add questions to the form Select Question Block 11. Select Custom Attribute Select the attribute for which this question should be added Select Custom Attribute 12. Click Add Question Block Click “Add Question Block” to add this question to the form Click Add Question Block 13. Create Another Block If you want to create another question, click on "Create Another Block" to add an additional question block Create Another Block 14. Click on Dropdown Icon To verify which questions have been added to each custom attribute, click the dropdown next to the custom attribute name Click on Dropdown Icon 15. View Questions Assigned to a Custom Attribute After opening the dropdown, you will see a list of all created custom attributes. Select the attribute you want to view to check which questions have been added to it View Questions Assigned to a Custom Attribute 16. Save Form Changes After adding all the questions to the custom attributes within the form, click “Save & Continue” to save the changes and proceed Save Form Changes 17. Finalize Changes Click Save & Continue to move to Step 4: Reviewees, where you need to assign the custom attributes to the reviewees Finalize Changes 18. Click the Balance Scale Icon Click on the “balance scale” icon present in green color next to the reviewee’s name for whom you need to assign the custom attribute Click the Balance Scale Icon 19. Click on Edit In this step, you need to assign custom attributes to the reviewee by clicking “Edit.” If there are only few reviewees, you can assign the attributes directly from this step Click on Edit 20. Select the Attribute Choose the custom attribute you want to assign to the reviewee Select the Attribute 21. Click Save. Click “Save” to assign the custom attribute Click Save. 22. Import CSV File If there are many reviewees in the review cycle, you can click “Import CSV” to assign custom attributes in bulk Import CSV File 23. Download Template Click Download to get the CSV template for importing data. Please make sure not to change the template format use it exactly as provided. In the sheet, you will see a column named “Custom Attribute.” Enter the name of the custom attribute in this column, in front of the reviewee’s name, that you want to assign Download Template 24. Upload CSV After assigning the custom attributes in the CSV, upload it back by clicking “Click here to Upload CSV.” This will assign the custom attributes to multiple reviewees in bulk through the CSV Upload CSV

Last updated on Nov 18, 2025

Checking Notifications in the Review Cycle Phases

Click here to watch the video! 1. Navigate to Reviews Section Click on the Reviews module from the left-side navigation panel. This is where all your review cycles are listed and can be accessed Navigate to Reviews Section 2. Open the Relevant Review Cycle From the list of review cycles, click Open for the specific review cycle in which you want to check the notifications Open the Relevant Review Cycle 3. Navigate to the Phases Tab Go to the Phases tab and select the phase for which you want to view notifications Navigate to the Phases Tab 4. View Participants List Once selected, the Participants tab will open by default, where you can see all participants in that phase. You can also view launched participants, participants whose launch is still pending, and participants who have not completed the phase even though it was launched to them View Participants List 5. View Notification Logs Click on the Notifications tab to view the complete list of notifications sent for that phase. Here, you can see the notification time, the type of notification, the status, and the names of the recipients View Notification Logs 6. Select More Info Option Click More Info to get detailed information about a specific notification Select More Info Option 7. Detailed Notification Insights When you click More Info, you will be able to see detailed insights, including the reviewer names, whether the notification was delivered, whether the recipient opened it, and whether they clicked the notification link Detailed Notification Insights 8. Notification Details Summary In the Notification Details section, you can view a summary of the sent time, the channel used such as Email, Slack or MS Teams, whether the notification was sent, skipped or scheduled, the delivery status for all participants, and the percentage delivered, percentage opened and percentage clicked Notification Details Summary

Last updated on Nov 19, 2025

How to Use Filters in the Reviewee Tab of the Review Cycle

Click here to watch the video! 1. Click on Filter Icon Under the Reviewees tab, click the filter icon Click on Filter Icon 2. Selecting Filter Criteria You can filter reviewees using different options such as managers, departments, peers, goals status, self-review status, manager review status, and release review status. This helps you view only the employees that match the selected criteria Selecting Filter Criteria 3. Filter by Manager If you want to see reviewees under a specific manager, click on the Managers filter. A list of managers will appear. Tick the checkbox next to the manager’s name you want to view, and the Reviewee tab will show only their direct reports Filter by Manager 4. Search for a Manager You can also type the manager’s name in the search bar to quickly find and select them. However, please note that if you want to view the reviewees under their respective managers, you need to tick the checkbox next to the manager’s name Search for a Manager 5. Filter by Department You can also filter reviewees by their department. Click on the Department filter, choose the department you want, and the Reviewee tab will show only the reviewee from that department Filter by Department 6. Select Peers Category If you want to see which reviewees have their peer review submitted, click the Peer filter and tick the checkbox next to Selected. If you want to check the reviewees whose peer review is approved, tick the checkbox next to Approved. To view the reviewees whose peer selection has not yet started, tick the checkbox next to Not Started Select Peers Category 7. Filter Reviewee Goal Status You can use the filters to check goal status: select Selected to see reviewees who have submitted their goals, Approved to see reviewees whose goals are approved, and Not Started to see reviewees who have not submitted their goals yet Filter Reviewee Goal Status 8. Filter Reviewee Self-Review Status Select Pending to see reviewees who have not submitted their self-review, and Completed to see reviewees who have submitted their self-review Filter Reviewee Self-Review Status 9. Filter Manager Review Status Select Pending to view reviewees whose manager review is not yet submitted, and select Completed to view those whose manager review has been submitted Filter Manager Review Status 10. Access Release Reviews Section Select Completed to see the reviewees for whom you have already launched the release review, and select Pending to see the reviewees for whom the release review has not been launched yet Access Release Reviews Section

Last updated on Nov 24, 2025

How to Add, Approve and Reject Peer Reviewers Directly from the Admin Screen

Click here to watch the video! 1. Search for Reviewee Click on the Reviewees tab and search for the reviewee for whom you want to add or remove peer reviewers Search for Reviewee 2. Open Reviewee Profile Click on Manage Reviewee settings to open the reviewee details Open Reviewee Profile 3. Access Peer Review Section Under Manage Reviewee details. Click on the Add Peer option to add peer reviewers to the selected reviewee Access Peer Review Section 4. Initiate Peer Search Use the Search Peers field to find and select peer reviewers. Type the reviewer’s name directly in the search box, as the system may not display all peer reviewers automatically Initiate Peer Search 5. Add Selected Peers Click Add Peers to include the selected peer reviewer for the chosen reviewee Add Selected Peers 6. Approve Peer Reviewers Once a peer reviewer is added, click the three dots next to the newly added peer reviewer name to approve them Approve Peer Reviewers 7. Approve Peer Reviewer In this step, click Approve Peer to approve the selected reviewer Approve Peer Reviewer 8. Confirm Peer Reviewer Approval Click Approve to confirm. You will then see a success message indicating that the peer reviewer has been approved Confirm Peer Reviewer Approval 9. Reject or Remove Peer Reviewers You can also reject or remove a peer reviewer by clicking the three dots next to the reviewer's name and choose the desired action Reject or Remove Peer Reviewers

Last updated on Nov 24, 2025

How to Launch Release Reviews and End a Review Cycle

Click here to watch the video! 1. Accessing the Review Cycle On the left sidebar of your dashboard, click the Reviews icon to open the review cycle Accessing the Review Cycle 2. Selecting the Review Cycle Open the review cycle in which you want to launch the Release Reviews phase and later end the cycle Selecting the Review Cycle 3. Launching the Release Review Phase Under the Phases tab, once all phases in the review cycle are completed, click Launch to release the Release Review phase Launching the Release Review Phase 4. Select Channel You can launch the phase through Slack, Email, or by using the Silent Launch option. In Silent Launch, no notifications are sent. Instead, a homepage action is created for the reviewee, where they can download their results Select Channel 5. Schedule your launch You can choose to launch the phase immediately or schedule it to be released at a later time Schedule your launch 6. Scheduling the Release Review Launch If you choose the Schedule for Later option, you must select the date and time for the launch. The Release Review phase will automatically be released to the reviewees on the scheduled date Scheduling the Release Review Launch 7. Select Recipients Select the recipients for whom you want to launch the Release Review phase Select Recipients 8. Click Launch Button Click "Launch" to proceed with the review release Click Launch Button 9. Confirming and Launching the Release Review To launch the phase, enter RELEASE REVIEW in the confirmation field and then click Release Review to launch the phase Confirming and Launching the Release Review 10. Release Review Launch Confirmation Once the Release Review phase is launched, a success message will appear confirming that the release review has been launched successfully Release Review Launch Confirmation 11. Viewing Results After Release Once the phase is released, recipients will see a View Results option on their homepage under My Tasks Viewing Results After Release 12. Accessing the Released Results Recipients can view the reviews shared with them directly on the platform, or they can download all their review results in PDF format by clicking the Download PDF option Accessing the Released Results 13. Ending the Review Cycle If you want to end the review cycle, click the End Review option available at the top-right corner under the Phases tab Ending the Review Cycle 14. Confirming and Ending the Review Cycle You will receive a confirmation prompt. Click End Review Cycle again to confirm and close the review cycle Confirming and Ending the Review Cycle 15. Review Cycle Status Update After ending the review cycle, the status of the review cycle will change from Live to Closed. Please note that participants will no longer be able to participate, and all homepage notifications related to the review cycle will disappear from their My Tasks section Review Cycle Status Update 16. Launching Phases After Ending a Review Cycle (Feature-Flag Based) Ideally, once a review cycle is closed, admins cannot launch any phases or send reminders. If an admin needs to extend deadlines or launch a phase for specific participants after the cycle has ended, this is only possible if the phase-participant extension feature is enabled. Currently, this feature is not enabled by default for all accounts. If you require this functionality, please reach out to our support team to get it enabled Launching Phases After Ending a Review Cycle (Feature-Flag Based)

Last updated on Nov 25, 2025

How to Configure a Review Cycle

Click here to watch the video! 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 Creating a New Review Cycle 2. Click Create Performance Review Select Create Performance Review option Click Create Performance Review 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 Enter Review Cycle Title 4. Click Save And Continue Click Save & Continue to proceed to the next configuration step Click Save And Continue 5. Configuring Reviewer Types Under Step 2: Config, you will see four reviewer types: - Self-Review – Reviewees evaluate themselves based on the defined review parameters. - Peer Review – Reviewees provide feedback to peers they have worked with closely. - Direct Report Review (Upward Review) – Reviewees review their managers to whom they report directly. - 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 Configuring Reviewer Types 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 Peer Selection by Employees 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 Peer Approval by Managers 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 Peer Selection by Managers 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 Peer Reviewer Count Settings 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 Enable Peer Selection by Employees Who Are Not Part of the Review Cycle 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 Peer Reviewers Can Add and Review Additional Peers 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 Peer Review : Launch as a Separate Phase 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 Upward Review: Including Direct Reports as Reviewers or Reviewees 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 Upward Review : Launch as a Separate Phase 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 Enabling Manager’s Summary (Downward Review)

Last updated on Dec 01, 2025

Guide to Adding Reviewers During Review Cycle Configuration

Click here to watch the video! 1. Adding Reviewers In Step 5 Reviewers tab, you can add reviewers for the review cycle. This section displays all the reviewer types that are enabled for the cycle. For Manager Review and Direct Report Review, the system automatically assigns the required mappings. However, for Peer Review, if you want to add peer reviewers directly from Step 5, you can do so by clicking on the Peer Review Adding Reviewers 2. Adding Peer Reviewers via CSV After clicking on the Peer Review option, you can add reviewers using two methods: - Import CSV: Upload a CSV file to add peer reviewers in bulk. - Manual Addition: Add reviewers directly from the UI. If you prefer adding reviewers through a CSV file, click on the Import CSV option Adding Peer Reviewers via CSV 3. Downloading and Using the CSV Template for Reviewer Import After clicking on Import CSV, you will see an option to download the CSV template used for adding peer reviewers. Click Download to get the template. The template contains the following three columns, which must be filled correctly: ReviewerEmail, RevieweeEmail, & ReviewerType. Please ensure that you upload the reviewer, reviewee, and reviewer type details in the same template format for the import to work successfully Downloading and Using the CSV Template for Reviewer Import 4. Uploading Reviewer Details via CSV Once you have entered all the reviewer details in the CSV file, you need to upload it, so the information appears in the UI. To do this, go back to the Peer Review option and click on the Import CSV option again Uploading Reviewer Details via CSV 5. Uploading the Completed File Click on the Click here to upload CSV option and then upload the completed CSV file Uploading the Completed File 6. Viewing Imported Details in Reviewers tab Once the file is uploaded, the reviewer details, reviewee details, and reviewer type will be added and displayed under the Peer Review section in Step 5 Reviewers Viewing Imported Details in Reviewers tab 7. Adding Reviewers Manually You can also add reviewers directly from the UI by clicking on the Add Reviewers option. This allows you to manually select and assign peer reviewers without using a CSV file Adding Reviewers Manually 8. Selecting Reviewers and Reviewees After clicking on the Add Reviewers option, follow these steps: Select the reviewer you want to add. A list of available reviewers will load. If the reviewer’s name does not appear in the list, type the name in the text box under Reviewer to search for them. Select the reviewee for whom this reviewer will provide peer feedback. Choose the relationship type as Peer. This ensures the reviewer is correctly assigned to provide peer feedback for the selected reviewee Selecting Reviewers and Reviewees 9. Adding Additional Reviewers You can add more reviewers by clicking on the Add Another Reviewer option. This allows you to assign multiple reviewers to the same reviewee as needed Adding Additional Reviewers 10. Confirm Add Reviewers Click Add to finalize adding the selected reviewers Confirm Add Reviewers 11. Viewing Added Reviewers The details of the added reviewer, reviewee, and reviewer type will appear in the Reviewer tab under the Peer Review section Viewing Added Reviewers 12. Filtering Reviewers You can use the Filters panel to sort reviewers by Department, Location, Managers, and Tenure Filtering Reviewers 13. Adding Custom Reviewers To add reviewers to Custom Review, you can follow the same methods used for Peer Reviewers: Upload via CSV – Click on Import CSV, fill in the reviewer, reviewee, and reviewer type details, and then upload again. Manual Addition – Click on the Add Reviewers button to manually select and assign reviewers Adding Custom Reviewers 14. Removing an Added Reviewer If you want to remove an added reviewer, you can do so by clicking the minus (–) icon next to the reviewer’s name. This will remove the reviewer you no longer need Removing an Added Reviewer 15. Save And Continue After adding all reviewers for peers and skip manager (custom review), you can click Save & Continue to save your changes Save And Continue

Last updated on Dec 02, 2025

Manage Pending Launch in Phases in a Review Cycle

Click here to watch the video! 1. Navigate to Phases Section Click on the Phases tab in the review cycle to display all the phases Navigate to Phases Section 2. Pending Launches in Phases The Phases tab will display the list of phases enabled for the review cycle. Under each phase, after end date column, you will see how many pending launches there are for that phase. It shows the count of pending launches. Pending launches mean that you are yet to launch the peer selection phase for 45 reviewees, as shown in the image. If you want to see who the 45 reviewees are for whom the peer selection phase has not been launched yet, you can click on the 45 pending launches text, as shown in the image Pending Launches in Phases 3. Peer Selection Phase Details After clicking on the 45 pending launches text, the peer selection phase details will open. This window shows all information related to the launches. You can see how many reviewees are in the peer selection phase. Under All, you can view the list of reviewees. Each reviewee has two columns: Launch Status shows whether the peer selection phase has been launched or not for that reviewee. Completion Status shows whether the reviewee has completed the peer selection or not. If the Launch Status is Pending, it means the phase is not launched for that reviewee. If it shows Launched, the phase is launched. If the Completion Status is Completed, it means the reviewee has finished the peer selection. If Completion Status shows Not Completed, it means the employee has not completed the peer selection yet Peer Selection Phase Details 4. Launch Pending List In Launch Pending, it shows the list of reviewees for whom the peer selection phase needs to be launched, or for whom the peer selection phase is pending and not launched yet Launch Pending List 5. Partial Launch Status Under Launch Status, Partial means that some phases have already been launched, but a few phases are still pending. To check which phases are yet to be launched, simply hover over the Partial status to view the details Partial Launch Status 6. Launched List In Launched, it shows the details of reviewees for whom the peer selection phase is launched Launched List 7. Not Completed List In Not Completed, it shows the reviewees details for whom the peer selection phase is launched, but they have not completed their peer selection yet Not Completed List 8. Launch Peer Selection for Pending Reviewees If you want to launch the peer selection phase for pending reviewees, you need to click on the Launch Pending list. Then, tick the checkbox to select all, and click the Launch button on the right side to launch the peer selection phase for the pending reviewees Launch Peer Selection for Pending Reviewees 9. Launch Peer Selection for a Specific Reviewee If you want to launch the peer selection phase only for a specific reviewee, you can do so by clicking on the Launch Pending list. Under this section, enter the email ID of the reviewee for whom you want to launch the phase. After entering the email ID, the reviewee details will appear. Tick the checkbox next to the reviewee’s name Launch Peer Selection for a Specific Reviewee 10. Click on Launch Button Then click the Launch button on the right side to launch the peer selection phase for that specific reviewee Click on Launch Button

Last updated on Dec 09, 2025

Automate Scheduling for 1-on-1s After a Review

Click here to watch the video! 1. Access Advanced Settings In the Step 2 Config tab, go to advanced settings and click the dropdown icon next to advanced settings Access Advanced Settings 2. Schedule 1-on-1 After Review Under Advanced Settings, you’ll find the option to create a 1-on-1 after the review is completed. This meeting will be scheduled between the manager and employee for the next day, using the review responses as talking points. You can select when you want the 1-on-1 to be created Please select one of the following options: - Don't create: No 1-on-1 will be scheduled - When Self Review is complete: Schedules a 1-on-1 the day after the self-review is completed - When Manager Review is complete: Schedules a 1-on-1 the day after the manager review is completed - When Self Review and Manager Review are complete: Schedules a 1-on-1 the day after both reviews are completed Schedule 1-on-1 After Review 3. Save 1-on-1 Scheduling Settings After selecting when to create the 1-on-1, click Save & Continue to save your scheduling settings Save 1-on-1 Scheduling Settings 4. 1-on-1 Scheduled After Review Based on the option selected by the admin, 1-on-1 will be created the next day between the manager and the direct report after the review is completed 1-on-1 Scheduled After Review 5. Review Responses as Talking Points in 1-on-1 All the review responses from the manager and the direct report will appear as talking points in the 1-on-1. This is what it looks like Review Responses as Talking Points in 1-on-1

Last updated on Dec 09, 2025