Tutorial · 12 min read
Running a Performance Review Cycle
Configure cycles, capture feedback, and generate AI-drafted summaries.
1Creating a review cycle
Go to Performance → Cycles → New cycle. Set timeline, scope, and competency framework.
2Selecting competencies
Choose from the standard library or your custom competencies. Apply per role family.
3Collecting feedback
Enable peer, upward, and self feedback. Track completion in real time.
4Generating AI summaries
After collection, use the AI assistant to draft summaries from raw notes. Always review before sharing.
5Finalizing manager reviews
Calibrate scores in the 9-box, lock results, and publish to employees.