Overview of review creation

Creating a comprehensive review cycle involves several key steps. Below is an overview of each step in the process, with links to detailed articles for each section.

This initial step is where you enter the basic details of the review cycle, such as its name, duration, and review period. These foundational details set the stage for the entire review process. Learn more about Review Details

In the 'Reviewee' section, admins add participants to the review cycle. This step allows you to decide who takes part in the review and offers the ability to set up multiple 'Views' to create different experiences for different employees within the same review cycle. Learn more about Reviewees

This step involves selecting the types of reviews included in the cycle, such as self-reviews, manager reviews, upward reviews, direct line manager (DLM) reviews, and peer reviews. Here, you configure the basic settings for each review type. Learn more about Reviewers

The 'Elements' section defines the fundamental building blocks of the review experience, including templates for each type of reviewer. This ensures consistency and clarity throughout the review process. Learn more about Elements

Calibration settings allow for the adjustment and standardization of review ratings across different groups to ensure fairness and consistency. This step is crucial for maintaining objectivity in the review process. Learn more about Calibration Settings

In this step, you define how and when the results of the review cycle will be published to the participants. This ensures that the review outcomes are communicated effectively and timely. Learn more about Result Publishing Settings

The 'Timelines' section specifies the duration of each part of the review cycle, including the nomination period, review period, calibration period, and any other key phases. Clear timelines help keep the review process on track. Learn more about Timelines

This final section provides a summary of the review cycle setup, allowing you to review all the settings and ensure everything is in place before launching the cycle. Learn more about the Summary

This overview serves as a basic navigation guide, linking you to detailed instructions for each step in the review creation process.