Reviews: Launching and managing reviews

These articles discuss how to set up reviews for your staff to complete, distinct from building the forms and templates.

Managing reviews at your organization
PerformYard offers administrators access to manage reviews and review processes via the Reviews link in Company Info. Here you will be able to run reviews v...
Thu, 12 Oct, 2017 at 1:43 PM
Creating and managing review cycles
Review cycles are the assignment of the same review template to a set of employees. These work well when you are going to be doing the same review for a gro...
Thu, 12 Oct, 2017 at 1:44 PM
Review start/due dates and times
Assigning reviews individually or via review cycles now includes a time-selection feature where you can pick your start time for a review in addition to the...
Thu, 12 Oct, 2017 at 1:45 PM
Creating a one-time review
Administrators and managers can assign individual reviews to employees. Administrators are able to assign for any user, while managers are limited in assign...
Thu, 12 Oct, 2017 at 1:52 PM
Managing or canceling an existing review
Any review that is active or scheduled may be modified by administrators; managers have some permissions to edit these reviews and make form assignments as ...
Thu, 12 Oct, 2017 at 1:53 PM
Using the 'Redact Author' feature for anonymizing review authors
What are the basics of the Redact Author feature? PerformYard released the ability for administrators to redact (i.e. hide / "anonymize") the ...
Thu, 12 Oct, 2017 at 1:53 PM
Adding external review forms to a review
The process of adding external reviewers to an in-progress or upcoming review is straightforward once the review has been set up. First, however, you will w...
Thu, 12 Oct, 2017 at 1:54 PM
Visualizing information in a review cycle
Once a review cycle has begun, you can create visuals based on numeric and multiple choice questions; these visuals are: Bar Chart – a horizontal bar ch...
Thu, 12 Oct, 2017 at 1:54 PM
Creating performance graphs
Performance graphs are designed to give you insight individual or group performance based on answers in performance reviews. These graphs are made of trends...
Thu, 12 Oct, 2017 at 1:56 PM
Creating connections for performance graphs
Connections allow you to bring together multiple different questions answered in a review into a single performance graph. Further, they also allow you to t...
Thu, 12 Oct, 2017 at 1:57 PM