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Review Cycles Overview

Step-by-step guide to setting up and launching a review cycle

Updated over a week ago

Cycles in the Reviews section are the core of Effy AI’s review automation workflow.

A review cycle lets you set up and manage the entire review process in one place, including:

  • Review forms and questions

  • Reviewers and reviewees

  • Reviews sequence

  • Visibility and sharing options

  • Due dates and reminders

How to create a review cycle

  1. Go to Reviews in the left navigation.

  2. Click Create cycle.

    • Choose whether to generate a form with AI or create a custom form.

    • If you use AI, answer a few questions to generate a tailored review form.

  3. In the Forms tab, configure:

    • Review questions

    • The welcome screen (shown before the form)

    • Review types:

      • Self-review – the employee reviews themselves

      • Manager review – the direct manager evaluates the employee

      • Upward review – direct reports evaluate their manager

      • Peer review – colleagues provide feedback

  4. Add reviewees (people being reviewed) and assign reviewers (people providing feedback).

  5. In the Settings tab, set:

    • Due dates

    • Reminder schedule

    • Visibility and sharing options

  6. Click Send to launch the cycle.

Tips

  • You can create separate cycles per team or department, each with its own form. This does not increase cost — pricing is based on employees, not cycles.

  • For recurring reviews (for example, monthly or quarterly), duplicate a previous cycle, update the dates, and send. This usually takes just a few minutes.

  • Prefer a guided walkthrough? Watch our full video tutorial:
    👉 Video Tutorials

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