Getting started
You’ll receive a notification via email and/or Slack with a link to your review.
Click the link to open your review dashboard.
You may see one or more assigned reviews:
Self-review
Peer review
Manager review
Upward review
If the process requires nominating peers (or approving peers for managers), you’ll see the task directly on your dashboard. All required actions are shown there.
Nominating peer reviewers
If peer nomination is enabled:
Open your review dashboard.
Select colleagues who work closely with you.
Click Done when finished.
Good to know:
Don’t click Submit until you’ve selected all peers
There’s no limit on the number of peers
Your manager may need to approve nominations
Managers and direct reports are assigned automatically — you only nominate peers
If you don’t see this step, your admin may be using a different nomination method.
Completing and submitting a review
Answer each question thoughtfully
Choose the appropriate score for rating questions
Add specific examples in open-text responses when possible
Your progress is auto-saved
When finished, click Submit.
AI writing assistance
Effy AI may suggest wording for open-text answers.
Suggestions are optional
You control the final text
Viewing your review results
Once the review cycle is complete and your report is shared:
You’ll receive a notification.
Open Reviews in Effy AI.
Select your report.
Your report may include:
AI-generated summary
Scores and ratings (if enabled)
Written feedback