The Review Cycle page lists all ongoing and completed performance appraisal cycles. For each cycle you can see the name, due date, designated reviewer, status, and progress. The Actions column lets you duplicate, view, delete, or publish a cycle.

Creating a review cycle involves four stages:

1. Review Cycle Details
2. Review Form & Settings
3. Review Sequence
4. Due Date & Reminders

Getting Started

Step 1: Go to Appraisal .

Step 2: Click .

Step 3: Click to begin.

Stage 1 — Review Cycle Details

Step 4: Enter a name for the review cycle.

Examples: Annual Performance Appraisal, New Hire Confirmation Appraisal

Step 5: Assign employees who will be involved in this review cycle. Use the dropdown to select reviewees by employee or department, or search by name.

Selected employees will appear in the box. Click the +[number] option to expand and view the full list.

Step 6: Select the review types. When creating a review cycle you set the reviewers for the entire cycle — unlike form creation, where reviewers are designated per category.

For more information on review types and appraisal roles, see the Understanding Appraisal Roles guide.

• Self — All selected employees will be required to review themselves.
  
• Manager — The system automatically identifies managers based on the supervisors configured for the selected employees.
  
• Indirect Manager — The system automatically identifies indirect managers assigned to the selected employees.
  
• Upward — The system automatically identifies the direct reports of the selected employees, so that those reports can review their manager.
  
• Peers — Peers are not identified automatically; you must assign them manually.
  

When you click Assign Peers, all selected employees are listed so you can assign peers for each one. There are two ways to do this:

• Option A — Manual assignment: Select the peer's name from the dropdown. You can choose an entire department or individual employees.
• Option B — Import via template: Download the template, enter the names of staff to be assigned as peer reviewers, then upload the completed file.

Once you have finished assigning peers, click Done. You will return to the previous page, which now shows the total number of peers assigned.

Stage 2 — Review Form & Settings

Step 7: Click to proceed. You will see a box for each reviewer type selected. Assign a review form to each type — you may use the same form for all types or a different form for each.

Click Preview on any box to see how the form looks before proceeding.

Configure the following optional settings for each reviewer type:

• Allow reviewer to amend after submission — Tick this if reviewers should be able to edit their review after submitting it.
  
• Allow Manager(s) to view self review(s) — Tick this so assigned managers can see self-reviews as a reference while completing their own. This setting also applies to Peer and Upward reviews.
  
• Completion notification — Choose who receives a notification when an appraisal is completed. Options are Self, Admin, and Manager.
  
• Anonymous reviewer (Upward and Peer only) — Tick this to keep the reviewer's identity hidden from the reviewee.
  

Step 8: Choose the Rating Option. An overall scoring feature activates once all reviews are submitted. You can enable an average score per reviewer relationship type, or display a single overall average across all types.

• Score Normalisation — Use this when the appraisal form includes questions with different rating scales (for example, a KPI scale, a 3-point scale, and a 4-point scale on the same form). Score Normalisation converts all scales to a common range — for example, set Minimum 0 and Maximum 5 for a 0–5 score, or Minimum 0 and Maximum 100 for a percentage-style score.
  

Stage 3 — Review Sequence

Step 9: Click Next to configure the Review Sequence. By default, each sequence must be fully completed before the next one opens — for example, all self-reviews must be submitted before managers can begin their reviews.

You can drag reviewer types to combine them into a single sequence. For example, drag Upward and Peer into the same sequence so they open simultaneously after the preceding sequence is complete.

To allow all reviewers to submit at any time with no enforced order, drag all reviewer types into Sequence 1.

Step 10: Click to continue.

Stage 4 — Due Date & Reminders

Step 11: Set the submission due date using the calendar picker. You can also configure automated reminders, including:

• A reminder sent the day before the due date
• A reminder sent after the due date has passed
• An invitation to reviewers to submit their review
• A notification to the admin when the entire review cycle is completed for an employee

Launching the Review Cycle

Step 12: Choose whether to save the cycle as a draft or publish it immediately. Once published, the cycle appears on the Review Cycle page showing the due date, reviewees, status, progress, and available actions.

Step 13: When you are ready to go live, click the paper plane icon in the Actions column.

Step 14: Click Yes to confirm.

Step 15: A success message appears at the top of the screen and the cycle status updates to Published.

Monitoring Review Cycle Progress

Step 16: To view progress and reviewer details for a specific cycle, click the name of the Review Cycle on the listing page.

Step 17: Inside the cycle, you can view the overall completion percentage for that cycle.

Step 18: Use the filters to narrow down the list by Manager or by cycle status.

Step 19: A summary section shows how many individuals are assigned to each appraisal role.

Step 20: To manually send a reminder for Self or Manager reviews, click the Bell icon next to the relevant employee.

Step 21: For Upward and Peer reviews, click the eye icon to see exactly who the reviewers are for each employee.

You can also add more peers at this stage by clicking the dropdown and selecting additional employees for the Peer Review.

Releasing a Completed Cycle

Once all employees have completed their reviews, you as Admin can release the appraisal scores to reviewees by clicking the Release button at the top of the page.