In this guide, you can learn how to select review elements (competency, performance, custom) that members will be reviewed on, and how to set up review stages such as whether to conduct only self-reviews or include downward reviews as well.
The calibration feature is scheduled to launch on January 8, 2026.
In [Select Review Elements], you can choose which review elements to evaluate in this review.
Competency: You can evaluate competencies such as common, leadership, and job function competencies that were previously added in competency management.
Performance: You can evaluate members' work performance in addition to competencies.
During performance reviews, members can link their [Goals] to select which goals to be reviewed on. Additionally, members can directly enter performance details beyond goals to be reviewed on those entries as well.
Custom: You can evaluate elements that the company considers important beyond competencies and performance.
For example, if your company considers [Attitude] as an important review element in addition to competencies and performance, you can use the custom review element to conduct attitude reviews.
Click the pencil icon on the right to edit the review element name.
Once you have finished selecting review elements, please select the review stages.
If only the self-review toggle is enabled, it means only self-reviews will be conducted.
If both the self-review and downward review toggles are enabled, it means downward reviews will be conducted after self-reviews.
When conducting peer reviews, you can set the [Peer Designation Method].
Designator: You can choose whether peer reviewers are designated by 1. the review subject, 2. the organization head, or 3. the review administrator.
Number of Reviewers: You can select the minimum and maximum number of peers (up to 10) to conduct peer reviews.
Approval: When the peer reviewer designation method is set to [Designated by Review Subject], you can set it so that the reviewers designated by the review subject are confirmed through 'approval'.
When the review has 2 or more stages, or when downward reviews are set to 2 or more rounds, the [Evaluate by Different Stages per Competency Type] feature becomes available. When this setting is enabled, you can apply different review stages for each competency type being evaluated.
For example, after selecting common competency and lead competency as competency types to evaluate, you can evaluate common competency only in peer reviews and evaluate only lead competency in upward reviews.
When the [Downward Review] stage is enabled, you can set the number of downward review rounds.
Downward review rounds can be set from 1st round up to a maximum of 10 rounds. For example, if only the 1st-level organization head's review is needed, you can set it to 1st round only, and if reviews from both 1st-level and 2nd-level organization heads are needed, you can set the downward review rounds to 2.
If any of the self, peer, upward, or downward review stages are enabled in the review stage selection, you can set whether to use [Calibration] in [Review Detail Settings].
For calibration, all review submissions must be closed before it can proceed in the review operation stage.
For detailed information about calibration, please refer to the guide on the right! Operating Reviews - Conducting Review Calibration
FAQ
I'd like to know what the screen looks like when the peer review peer designation method is set to "Designated by Review Subject."
I'd like to know what the screen looks like when the peer review peer designation method is set to "Designated by Review Subject."
When set to [Designated by Review Subject], once the peer review designation period set by the administrator begins, the review subject receives in-product notifications, emails, and to-dos as shown below.
The review subject who received the notification can click [To-Do] to select the reviewers who will evaluate them.
Members from the same organization based on the review subject's primary organization are shown.
If the review subject wants to be reviewed by members other than those recommended by flex, they can directly search for and select those members as reviewers.If reviewer designation approval is enabled, the designated approver's [Approval] must be completed before the reviewers are confirmed.
The approver receives an approval request along with the peer reviewers designated by the review subject and the selection reason entered. The approver can confirm the reviewers through rejection or approval.
Once rejected or canceled, the rejection and approval history cannot be undone.
If the peer reviewer designation approval is rejected, a rejection notification is sent to the review subject, and they can re-designate reviewers before the reviewer designation deadline.
Once approval is completed, the designated peer reviewers cannot be modified even before the reviewer designation deadline.
I'd like to know what the screen looks like when the peer review peer designation method is set to "Designated by Organization Head."
I'd like to know what the screen looks like when the peer review peer designation method is set to "Designated by Organization Head."
On the review operation screen, click [Reviewers] - [Peer Review], then click the [Auto-Assign Designators] button at the top right.
The default condition for designating peer reviewer designators is set to the review subject's primary organization head. After confirming this, click [Designate].
When peer reviewer designation is started in review operation, to-dos, notifications, and emails are sent to the reviewer designators.
The reviewer designator can click notifications and to-dos to check the members they need to designate reviewers for, and then designate the reviewers.
Members from the same organization based on the review subject's primary organization can be selected from the list, and reviewers can also be designated by directly searching for member names.
Administrators can check the reviewer designation status for each review subject on the review operation screen under the [Reviewers] - [Peer Review] tab. Additionally, under [Assigned Members per Reviewer], they can verify that review subjects are not concentrated on certain reviewers and directly modify peer reviewers.
I'd like to know what the screen looks like when the peer review peer designation method is set to "Designated by Review Administrator."
I'd like to know what the screen looks like when the peer review peer designation method is set to "Designated by Review Administrator."
On the review operation screen, you can designate reviewers for each review subject under Review Preparation - Reviewers - Peer Review.
By default, reviewers can be found in the list showing members from the same organization based on the review subject's primary organization. You can select reviewers from the list or directly search for member names to designate them as reviewers.
You can also batch-designate reviewers by clicking checkboxes in the member list.
Where can I set the peer review reviewer designation approval?
Where can I set the peer review reviewer designation approval?
Click [Settings] - [Approval Policy Management] - [Reviews] - [Reviewer Designation Approval] tab at the bottom of the left menu to configure the settings.