After setting up your forms, the next step is to define who will be reviewed and who will provide feedback.
Effy AI supports the following review types:
Self-reviews – employees review their own performance
Manager reviews – feedback from the reviewee’s direct manager
Upward reviews – feedback from the reviewee’s direct reports
Peer reviews – feedback from colleagues
The Participants tab automatically reflects the review types selected in the Forms tab.
Note: Each reviewee must have at least one reviewer assigned or complete a self-review.
Adding reviewees
Open your review cycle and go to the Participants tab.
Add the employees who will be reviewed in this cycle.
For each reviewee, their direct manager is automatically assigned based on the People directory.
Assigning reviewers
Reviewer assignment depends on the review type:
Self-reviews
Automatically assigned to the reviewee.Manager reviews
Automatically assigned based on the manager relationship in People.Upward reviews
Automatically assigned to the reviewee’s direct reports.Peer reviews
Assigned using one of the peer nomination workflows (see below).
Multiple managers: Each person can have only one direct manager in the People directory. If you need feedback from multiple managers, you can manually add additional reviewers using the Manager review type within the cycle.
Peer nomination workflows
Cycle admin nominates
The cycle admin selects peer reviewers for each reviewee during cycle setup.Managers nominate
Each manager selects peer reviewers for their direct reports.Reviewees nominate → Managers approve
Each reviewee nominates their peers, then their manager reviews and approves the nominations.Reviewees nominate → Assigned approver approves
Each reviewee nominates their peers, then a designated approver reviews and approves the nominations.
There is no limit on the number of peers that can be nominated. The “four methods” refer to workflows, not a maximum number of peers.
How peer nomination works
Peer nomination is available only if peer reviews are enabled in at least one questionnaire in the cycle.
When a peer nomination workflow is used:
The cycle starts in the Peer Nomination stage
Review invitations and notifications are not sent until peers are selected and approved
Once peer selection is complete, all review invitations (self, manager, upward, and peer) are sent together