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
Go to Reviews in the left navigation.
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.
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
Add reviewees (people being reviewed) and assign reviewers (people providing feedback).
In the Settings tab, set:
Due dates
Reminder schedule
Visibility and sharing options
Click Send to launch the cycle.
How to duplicate (copy) a review cycle
To reuse an existing cycle's setup instead of building a new one from scratch:
Go to the Reviews section and open the Cycles tab.
Hover over the cycle you want to copy to reveal the Manage button on the right.
Click Manage, then select Make a copy.
A duplicate is created (named "Copy - [original name]") that you can rename and adjust — its questions, participants, and settings carry over, so you only change what's different for the new cycle. The same Manage menu also lets you Archive or Delete a cycle. This is the fastest way to run recurring reviews.
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