Use the templates and ratings you created earlier to create a review!
You must have review management permissions to create a review.
Step1. Configure Review Stages
Adding Review Stages and Configuring Questions
Click [Create Review] in the top right of [Review Management] to create a review.
Let's create a review following the steps shown in the image below.
If your company plans to [run reviews sequentially] — such as Self Review -> Peer Review -> Downward Review — click [+] on the right to add review stages.
After adding a review stage, click the 🔽 button to the right of [Self Review] to change the review type.
You can load the review template you created earlier. Creating Review Templates
Once you have finished setting up review questions, you can configure goal-linked review settings and per-section weighting.
Enabling [Goal Linking] allows you to run a self review as a goal-linked review, as shown in the example image.
Please note that even private goals will have their content visible when conducting a review.
When running a goal-linked review, the questions in each section repeat for each goal.
Enabling [Per-Section Weighting] allows you to set different weights for competency and performance sections within a self review.
If there are questions you want to add or edit while creating the review, click [Add] to add questions.
Per-section and per-question weighting settings apply only to [Quantitative Questions].
To learn more about quantitative & qualitative questions, please refer to the Creating Review Templates guide.
Configuring Review Rating Questions
You can add a [Rating Selection] question to your review questions to link the rating template you created earlier.
The [Overall Rating] is automatically calculated based on the scores (ratings) from quantitative questions at each review stage and the per-section and per-question weights set by the administrator.
What is Overall Rating? It summarizes the results of quantitative questions within a review stage into a single rating.
The rating template used in quantitative questions must always match the rating template for the overall rating.
If per-question and per-section weighting is not configured, the overall rating will not be automatically calculated, and the reviewer can manually select the overall rating. If per-question and per-section weighting is configured, the rating will be automatically calculated, and the reviewer cannot manually modify or select the overall rating.
If you have added an [Overall Rating], you can use the [Final Rating Settings] for the review.
Set weights for each review stage to calculate the final rating.
Through the total score visibility setting, you can choose whether to share the score (in addition to the rating) with the result recipients. The [score] shown here is the actual score the member received, not a rating conversion score.
If you need to share the final rating as well as the review results, configure the result sharing recipients on the right.
Review Basic & Weighting Settings
In the [Basic Settings] tab, you can configure the result sharing recipients for each review stage and whether to reveal the reviewer's identity.
Result Sharing Recipients
Result Sharing Recipients
Review Subject: The reviewee who receives the review
1st-level Manager of the Review Subject: The reviewee's 1st-level manager (includes concurrent position manager if the reviewee holds concurrent positions)
2nd-level and Above Managers of the Review Subject: Managers of higher-level organizations excluding the reviewee's 1st-level manager
(Includes upper-level managers of concurrent organizations if the reviewee holds concurrent positions)
Reviewer Identity Visibility Settings
Reviewer Identity Visibility Settings
You can choose whether to reveal the identity of the reviewer who wrote the review to the reviewee.
If set to private, the result sharing recipients will not be able to see who wrote the review.
Reference Materials
Reference Materials
You can configure what [Reference Materials] reviewers can view while conducting the review.
Recognition/Feedback: You can reference the recognition and feedback exchanged between members.
Unlike recognition, only the sender and receiver of feedback can view the feedback content.
If you have not sent feedback, you cannot view the feedback a member has received.
Previous Round Review Results: You can view the results from the previous round of the ongoing review.
For example, if a self review and peer review were conducted sequentially before a downward review, the downward review evaluator can conduct the review while viewing the self and peer review results.
Previous round reviews are visible in reference materials regardless of the result disclosure recipient range.
Past Review Results: You can view the subject's past review results.
Past review results are only shown in reference materials if the viewer falls within the result disclosure recipient range.
Sending Reminders to Incomplete Reviewers
Sending Reminders to Incomplete Reviewers
Emails are automatically sent to reviewers who have not completed the review on the configured date.
Weighting settings apply only to [Quantitative Questions]. The weights configured here are used to calculate the overall rating.
Per-Section Weighting: You can set weights based on [sections] within a review stage.
Per-Question Weighting: You can set weights for each quantitative question.
Step2. Configure Review Subjects
Once you have finished configuring the review stages, go to Step 2 [Subject Settings] and click [Add Review Subjects].
You can search by name to select individuals, or select by organization/position/job/rank to add multiple people at once. When selecting an organization, you can optionally choose whether to include sub-organizations or only the selected organization.
If the same reviewer writes reviews for multiple subjects, select the reviewer and
use ctrl+C/ctrl+V to copy and paste cells.
Use the Auto-Assign Reviewer feature to easily add reviewers with a single button.
If you use [Upload Excel], you can download the review subject/reviewer information for that review as an Excel file.
After reviewing the currently configured review subject/reviewer information, you can add and edit review subjects and reviewers within the Excel template using [Employee ID] as the reference.
Step3. Final Settings
In the final review, you can set the writing period for each review stage, the result disclosure date and time, and also change the detailed settings for each stage!
When creating a review, you can set the result sharing date in advance or configure it later.
You can set whether to send emails and notifications to result sharing recipients on the result sharing date and time.
FAQ
What does it mean that questions in each section repeat for each goal in a goal-linked review?
What does it mean that questions in each section repeat for each goal in a goal-linked review?
Questions A, B, C for Goal 1 will repeat as Questions A, B, C for Goal 2 as well. You cannot set different questions for each goal.
What is the difference between a previous round review and a past review?
What is the difference between a previous round review and a past review?
For a manager currently writing the 3rd Downward Review of the Q2 2023 review cycle:
Q1 2023 Review
• Round 1 - Self Review
• Round 2 - Peer Review
• Round 3 - Downward Review
Q2 2023 Review
• Round 1 - Self Review
• Round 2 - Peer Review
• Round 3 - Downward Review
The results of the Q1 2023 Review are defined as past reviews,
and the Q2 2023 Round 1 / Round 2 Reviews are defined as previous round reviews.
What is the difference between an upward review and a downward review?
What is the difference between an upward review and a downward review?
Upward Review: A review where a member evaluates their manager, or a manager evaluates their upper-level manager — a review directed upward in the hierarchy. Example: Team member → Team lead
Downward Review: A review where a manager evaluates a member, or an upper-level manager evaluates a lower-level manager — a review directed downward in the hierarchy. Example: Team lead → Team member
Can I apply basic settings to all review stages at once?
Can I apply basic settings to all review stages at once?
By default, basic review settings can be applied individually for each stage.
Example: Set reviewer name as private for peer reviews, and public for the 1st downward review
Example: Conduct self review without reference materials, and provide previous round review reference materials for the 2nd upward review
If you want to apply the same settings to all stages at once, click [Apply to All Stages].
Where can reviewers write their reviews once the review has started?
Where can reviewers write their reviews once the review has started?
Reviewers can click on the requested review in [Home Feed] - [To-Do], or write it from [Review] -> [My Reviews].
Are reviewers notified when the review starts?
Are reviewers notified when the review starts?
Currently, when a review opens, no email or other notifications are sent — the request appears in [To-Do].
I would like to learn more about bulk downward reviews.
I would like to learn more about bulk downward reviews.
Please refer to the Bulk Downward Review Guide.
Are result sharing recipients also notified?
Are result sharing recipients also notified?
Review result sharing recipients receive emails and notifications as shown below! The email and notification text cannot be customized.
Can reviewers conduct the review while viewing 1-on-1 content?
Can reviewers conduct the review while viewing 1-on-1 content?
If reference material sharing is enabled during the review creation process, reviewer B can conduct the review while viewing the recognition and feedback the reviewee has received, as well as the review results left by reviewer B's previous evaluator. 1-on-1 content is only viewable by the parties involved in the 1-on-1, so reviewers cannot view 1-on-1 content while conducting a review.
Can specific questions be set as private from result recipients so that only administrators can view them?
Can specific questions be set as private from result recipients so that only administrators can view them?
Yes, this is possible.
When creating a review, click the three dots at the bottom right of the review question -> enable Private Question, and only administrators will be able to view the responses.
When a question is set to private, result recipients will not be able to view the detailed information (including responses) for that question.
How can I create a goal-linked review?
How can I create a goal-linked review?
To create a goal-linked review, three things need to be in place.
Complete the goal agreement process. For detailed information on goal agreements, please refer to the guide below! Go to Goal Agreement Guide
Once goal agreements are complete, create a review from the left menu Review - Create Review. When creating a goal-linked review, you must use 'Quantitative Questions'.
If you have created a self review with sections divided into a competency review (qualitative) and a performance review (quantitative), you can only create a goal-linked review in the performance review section that contains quantitative questions.
Once you have loaded a review template or finished designing the review questions on the Create Review screen, click the three dots at the bottom right of the review section where quantitative reviews begin, and enable the Goal Linking button.
Can I create a review without scores or ratings?
Can I create a review without scores or ratings?
You can create a review without scores or ratings! If you want to compose a review using only short-answer or descriptive questions, simply select qualitative questions as the question type when setting up your review questions.
