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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.

You're all set.

Continue with another tutorial or jump back into the platform.