Features

Best practice, how to's and FAQs on Charlie's features

Oyinda Bamgbose avatar Amy Cowpe avatar Lydia Day avatar +4
72 articles in this collection
Written by Oyinda Bamgbose, Amy Cowpe, Lydia Day and 4 others
Reviews

Testing out Reviews

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Written by Michelle Kalu
Updated over a week ago

Implementing Reviews with Charlie

Not sure which template to use or how often to run reviews?
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Written by Michelle Kalu
Updated over a week ago

The Charlie approach to running a review

A method that leads to growth and development
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Written by Michelle Kalu
Updated over a week ago

Charlie’s advice on review scheduling

Why we built the reviews tool to support common date reviews instead of anniversary based
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Written by Emily Kilbane
Updated over a week ago

Introducing Charlie Reviews to your team

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Written by Michelle Kalu
Updated over a week ago

What does a created review cycle look like for different permissions?

What do reviewers, Admins and Super Admins see on the review cycle page?
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Written by Michelle Kalu
Updated over a week ago

What are templates

What are templates and how do they work
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Written by Michelle Kalu
Updated over a week ago

Templates, roles and permissions

Who is able to view and administer templates?
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Written by Michelle Kalu
Updated over a week ago

What are Charlie templates?

What are Charlie templates and how do you use them
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Written by Michelle Kalu
Updated over a week ago

Creating a template from scratch

How to create a custom template from scratch
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Written by Michelle Kalu
Updated over a week ago

WEBINAR: How to get the most from Charlie's new Reviews

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Written by Michelle Kalu
Updated this week

2 way vs. 1 way feedback templates

What do they mean and which one should I choose for my template
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Written by Michelle Kalu
Updated over a week ago

Editing a template

How to edit a template
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Written by Michelle Kalu
Updated over a week ago

Copying a template

How to copy a template
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Written by Michelle Kalu
Updated over a week ago

Deleting a template

How to delete a template
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Written by Michelle Kalu
Updated over a week ago

What is a review cycle

What is a review cycle, who can view them and what states can they be in?
Michelle Kalu avatar
Written by Michelle Kalu
Updated over a week ago

How to create reviews

Setting up a review cycle
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Written by Michelle Kalu
Updated over a week ago

How to run 360 reviews

Running a review process with 360 reviews and using Charlie
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Written by Michelle Kalu
Updated over a week ago

Running probation reviews

How to run probation reviews using Charlie
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Written by Michelle Kalu
Updated over a week ago

How to set up a recurring review cycle

What to do when your reviews repeat at a regular cadence
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Written by Michelle Kalu
Updated over a week ago

Who can see upcoming cycles

Which permissions can see which review cycles
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Written by Michelle Kalu
Updated over a week ago

What to expect when a review starts?

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Written by Michelle Kalu
Updated over a week ago

Rename a review cycle

How to change the name of a review cycle
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Written by Michelle Kalu
Updated over a week ago

Change the start date of a review cycle

How to edit a review cycle’s start date
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Written by Michelle Kalu
Updated over a week ago

Change the template used in a review cycle

How to change a review cycle template
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Written by Michelle Kalu
Updated over a week ago

Edit the launch email

How to customise the launch email that is sent to review participants
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Written by Michelle Kalu
Updated over a week ago

Extend a review cycle

How to give people more time to complete their reviews
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Written by Michelle Kalu
Updated over a week ago

How to add people to a review cycle?

Adding people to a review cycle that has already been created
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Written by Michelle Kalu
Updated over a week ago

How to change reviewers

Updating the reviewer
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Written by Michelle Kalu
Updated over a week ago

When is a review completed?

What is counted as a 100% complete review
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Written by Michelle Kalu
Updated over a week ago

Visibility of answers

Who can can see answers and when?
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Written by Michelle Kalu
Updated over a week ago

Scheduling a review meeting

Scheduling the meeting happens outside of Charlie
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Written by Michelle Kalu
Updated over a week ago

What if I don’t want to share answers before the meeting?

A workaround for not sharing feedback
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Written by Michelle Kalu
Updated over a week ago

Where can I find completed reviews?

What will happen to reviews I created using beta Reviews
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Written by Michelle Kalu
Updated over a week ago