Set up a performance review cycle

Create the cycle

Open Performance, then Cycles, and select to create a new cycle. The page is titled New Review Cycle.

Basic info

• Cycle Name
• Type: Annual, Semi-Annual, Quarterly or Custom
• Period Start and Period End
• Reviewer Assignment Rule: Immediate Supervisor (direct manager), Department Head, or Department Head, Level 2 (parent department). It is used when reviews are generated for all employees.
• Description, optional

Stage deadlines

• Goal Setting Deadline, when employee goal encoding closes. Leave it blank for no cutoff.
• Self-Assessment Deadline
• Manager Review Deadline
• HR Approval Deadline

Rating scale and options

• Min Rating and Max Rating
• Enable Self-Assessment
• Salary Recommendation
• Employee Goal Setting, to let employees add their own goals
• Team Goal Scope: By Department, which cascades a goal to a department or all direct reports, or Free Select, where the manager picks individual subordinates per goal
• Scoring Template, which controls the score sheet formula and which parts appear

The cycle form. The Cycle Workflow panel beside it lists the four statuses.

Open and close

A cycle moves through four statuses: Draft (configure before launch), Open (employees receive reviews, self-assessments and manager reviews are active), Closed (no new submissions, HR calibration and approval) and Archived (kept for history). A cycle starts as a draft. Check everything, then open it from the cycle list. Close it when the reviews are done. A cycle that is not a draft cannot be edited, so settle the deadlines and the scoring template first.

Generate the reviews

Once the cycle is open, HR can create a review for every employee at once. The reviewer assignment rule picks each employee's reviewer from the same reporting chain used for approvals.

Next

Set goals for the cycle. See Set and weight performance goals.