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.

Preparing for a New Review Cycle
Here is a checklist to assist you as you prepare to launch a new review cycle. 1. Update Employee Data A lot can happen between cycles, so it’s importa...
Fri, 27 Sep, 2019 at 5:24 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...
Mon, 17 Jun, 2019 at 11:51 AM
Editing a Review Cycle
Once a cycle has been set up, you can edit certain parameters about the cycle itself and the forms that have been assigned within reviews in the cycle. Navi...
Wed, 22 May, 2019 at 12:44 PM
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...
Mon, 30 Apr, 2018 at 11:12 AM
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...
Fri, 8 Mar, 2019 at 5:23 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...
Fri, 8 Mar, 2019 at 5:27 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 ...
Tue, 5 Feb, 2019 at 9:20 AM
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 ...
Tue, 19 Feb, 2019 at 2:00 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...
Mon, 12 Feb, 2018 at 9:49 AM