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Participants and Assigning Reviews

Chosing reviewers and peer nominations

Updated over 2 months ago

Effy AI supports the following review types:

  • Self-Reviews – Employees evaluate their own performance.

  • Manager Reviews – Feedback and assessments from the reviewee’s managers.

  • Upward Reviews – Feedback from the reviewee’s direct reports.

  • Peer Reviews – Evaluations from the reviewee’s colleagues.

The Participants tab displays the review types selected in the Questions tab.

Each reviewee must have at least one assigned reviewer or complete a self-review.

Peer nomination options

This option is available only if the peer review option is selected in at least one questionnaire on the Questions tab in the cycle.

On the Participants tab in the cycle, you can assign peers for the selected list of reviewees or choose one of the available nomination processes:


Reviewee's manager will choose peers

Once the review process starts, the reviewee's manager receives a task to select peers in the Home tab along with a notification. Once peers are selected, the corresponding reviews and notifications will be sent to all participants.

Reviewee will choose peers, the manager will approve

In this case, after the process is launched, the reviewee first receives a task and notification to select peers. Once completed, the manager can view and approve the list.

Reviewee will choose peers, person will approve

This process is similar to the previous one, but another person can be assigned instead of the manager.

Important note: When using peer selection steps, reviews and notifications will not be sent to participants for self-, manager, and upward reviews until the peers are chosen and approved.

Peer nomination workflows

If one of the peer nomination options is used, in addition to making selections in the Participants tab, the process will start with selecting peers. The reviews will remain in the Peer Nomination stage until the peers are selected and approved. Only after that will all review invitations be sent to participants.

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