Performance Reviews
A Performance Review is a type of Review Cycle that combines self-assessments and manager evaluations into a structured feedback process.
How Performance Reviews work
Section titled “How Performance Reviews work”Each Performance Review cycle contains these components:
- A Self-Assessment — the Employee answers questions about their own performance
- A Manager Evaluation — the Manager answers questions about the Employee’s performance
- An optional Peer Review component — colleagues provide input (see Peer Reviews)
Each Performance Review uses a Template — a set of predefined questions. Templates can be reused across multiple Review Cycles.
Entity relationships
Section titled “Entity relationships”- A Performance Review belongs to one Organization.
- A Performance Review contains one or more Participants (Employees).
- Each Participant completes one Self-Assessment per cycle.
- Each Participant’s Manager completes one Evaluation per cycle.
- A Performance Review uses exactly one Template.
Built-in templates
Section titled “Built-in templates”| Template | Questions | Best for |
|---|---|---|
| Quarterly Check-in | 5 focused questions on recent performance | Regular lightweight reviews |
| Annual Review | 15 questions covering goals, skills, growth, and values | Comprehensive year-end evaluations |
| Probation Review | 8 questions on onboarding progress and role fit | New hires in their first 90 days |
You can customize any built-in Template or create a new Template from scratch in Settings > Templates.
How to create a Performance Review
Section titled “How to create a Performance Review”- Go to Reviews > Create New Cycle
- Select Performance Review
- Choose a Template (or create custom questions)
- Select Participants and set the deadline
- Click Launch
Who sees what
Section titled “Who sees what”| Viewer | Can see |
|---|---|
| Employee | Their own Self-Assessment. Their Manager’s Evaluation (if visibility is enabled). |
| Manager | Self-Assessments and Evaluations for their direct reports only. |
| Admin | All Reviews across the entire Organization. |
Visibility of Manager Evaluations to Employees is configurable per Review Cycle. The default is set in Organization settings.
Rules and constraints
Section titled “Rules and constraints”- A Performance Review requires the reporting structure (Employee → Manager) to be set up. Employees without an assigned Manager cannot be included.
- Each Employee can have only one active Performance Review at a time.
- Templates cannot be modified after a Review Cycle is launched. Create a new Template if changes are needed.
- Historical Performance Review data is preserved indefinitely and visible in Analytics.
Frequently asked questions
Section titled “Frequently asked questions”Q: Can an Employee skip the Self-Assessment? A: No. The Self-Assessment is required for all Participants in a Performance Review cycle.
Q: Can I run Performance Reviews on a custom schedule (not monthly/quarterly/annual)? A: Yes. When creating a Review Cycle, set any start date and deadline you choose. The cadence options (monthly, quarterly, annual) are defaults — you can override them.
Q: What is the difference between a Performance Review and a Peer Review? A: A Performance Review collects Self-Assessments and Manager Evaluations. A Peer Review collects feedback from colleagues. You can enable Peer Review as an optional component within a Performance Review cycle.