Note: Only Super Admins/Admins can do this.

You can set this up on Charlie in a few, simple steps. 

To create a company wide review:

  1. Select Reviews.
  2. Select ‘Create a review type’.
  3. Name the review type.
  4. Set when it will happen.
  5. Set whether it will repeat and how often.
  6. Under ‘Who will be reviewed’, Select ‘Everyone’.
  7. Match reviewers to each team member.
  8. Add instructions that will appear on every team member review (optional). 
  9. Add questions for the reviewee and the reviewer(s) that will appear in team member reviews (optional).
  10. Check the table of reviews that will be created and select ‘Create review’ to confirm.

Once confirmed, your review type is all set up.

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