Intro to the Review Process
You work hard to track your goals, feedback, and learning in Leadr. When it comes time for your performance review, those accomplishments should be easy to find and include. At Leadr, we want to recapture the value of reviews as an essential part of the ongoing growth of leaders within an organization.
When using Goals, 1:1's, Feedback, and Learning effectively, the review process becomes a seamless way to provide a "checkpoint" to pause for a moment and reflect on the recent quarter's accomplishments and changes.
Only admins have the ability to create review cycle and view reviews for all participants.
Review cycles are built from templates. Before creating a cycle, you’ll need at least one template set up in your library. See Building Review Templates for a step-by-step guide.
Creating a Review Cycle from a Template
Once your template is saved, create a review cycle directly from it.
Name your review cycle — this is the title participants will see
Performance Period: the time span being reviewed (e.g. Last Fiscal Year, Q1 2026)
Cycle Date Range: the window during which the review cycle will be live (e.g. next 30 days)
Click Create Draft to proceed. Fine-tune your cycle description with any details or expectations you’d like participants to keep in mind (e.g. core values, rating scale references, review expectations).
Confirm cycle dates and configure your submission deadlines:
Reviewee Submission Deadline: when self-assessments are due
Reviewer Submission Deadline: when reviewer responses must be submitted — applies to both primary and secondary reviewers
Tip: Expand Advanced Settings to review all deadline details at once.
Advanced Settings
Expand Advanced Settings to configure the following cycle preferences:
Self Review Visibility: Choose whether reviewees can see their reviewer’s responses before the reviewer submits.
Admin Visibility: Control which admins can view and edit this cycle. Select All Org Admins to grant all admin users access, or specify individual admins. To audit who has admin permissions, navigate to People → Admin and filter by account type.
Upline Visibility: Allow upline leaders to review responses as they are saved, rather than waiting until the end of the cycle.
Sign-off Requirement: Specify whether sign-off is required and set a deadline.
AI Analysis: Enable AI-powered coaching for reviewers. When enabled, provide guidelines for what quality reviewer responses look like — these become the criteria reviewers are coached against before submitting.
Adding Participants
Once cycle settings are configured, advance to participant selection.
Use filters to narrow to a specific group (e.g. by department, manager, or location)
Or click Select All if all employees are participating in this cycle
Click Add Reviewees to confirm
Users who cannot be added to a review cycle:
Limited access users
Deactivated users
Users that do not have a manager
To reassign who conducts a review for a specific employee in this cycle:
Click the 3-dot menu next to the employee’s name
Select Reassign Reviewer
Search for and select the alternate reviewer
Click Apply
Note: Reviewer reassignment only applies to this review cycle and will not affect any data in the People → Admin tab.
Customizing Review Questions
After selecting participants, proceed to the questions step. Your template questions are pre-loaded — edit, add, or reorder them before publishing.
To modify an existing question, expand it to update the type, title, description, or respondents. Expand the participant box to review which participants are assigned to each question.
To add new questions:
Click + Add Question to build from scratch
Click the template icon to import from another template, including Leadr’s pre-built expert question collections
When adding new questions directly to a review cycle, respondents default to both reviewee and reviewer. Confirm and update as needed before saving.
To reorder questions, drag and drop them into the desired position.
Preview and Publish
Once all settings are finalized, proceed to the final review step. Audit your cycle details, participants, and questions — click Edit on any section if changes are needed.
Publish Now: If your cycle start date is today or in the past, you will be prompted to Publish immediately. Review the cycle restrictions one final time before confirming.
Schedule: If your cycle start date is in the future, you will be prompted to Schedule the review cycle. The same final confirmation of restrictions applies before scheduling.
Managing Active Review Cycles
Scheduled cycles live in the Scheduled tab until their start date. From here you can view, edit, clone, or delete the cycle before it goes live.
Published cycles appear in the Active tab. Click into a cycle to complete reviews assigned to you as an individual and to monitor cycle-wide progress in real time.
My Reviews tab: Focus on reviews you are personally responsible for, or that fall within your downline.
All Reviews tab: See organization-wide review status across the entire cycle.
Use filters to narrow reviews by multiple criteria including status, team, or participant name.
Individual review actions: Click the 3-dot menu next to a participant’s name to view their review, send a reminder, re-open, or delete their review.
Bulk actions: Select multiple reviews to edit cycle details, send reminders, duplicate cycles, or export to CSV.
Closing a Review Cycle
To close a Review Cycle, select Finish Cycle from the top right corner of the Review Cycle page. You will be prompted with the following options:
Finish Cycle: Closes the Review Cycle and marks it as complete for all participants
Remind Participants Instead: Sends a reminder notification to participants who still need to complete their review
Cancel: Keeps the Review Cycle open so you can return and close it later
Please note: Once a Review Cycle is closed, the review will show as ‘completed’ for every participant regardless of whether their individual review was finished. You can close a cycle at any point — it does not need to be at the deadline date or 100% complete.
Re-opening a Review
If there is a Review Cycle that was marked as finished, that now needs to be re-opened, there is a simple fix for this.
Navigate to the 'Completed' section within the Reviews tab. This should be located at the very bottom of your Reviews.
You will see the following options:
When you choose 'Select Reviews' it will give you a drop down menu of the Participants list.
Once you locate the Completed reviews, navigate to the closed Review Cycle that you need to re-open. Once you find this Review Cycle, click on it and you will see two ways to re-open the reviews. One option is at the top right corner of the Reviews screen and the other is through the three dots to the right of the Review title.
If there is a Review that was submitted by anyone in the Review Cycle, that now needs to be re-opened to edit a response or something else, there is a simple path for that as well.
Re-opening Reviews will re-open both the Reviewee and Reviewer's ability to edit responses and both parties will need to re-submit their portions and redo the final comment (if added already) for their review to move back into complete. The Admin will not see responses until both have been submitted again.
Locate the Review Cycle that the participant submitted a Response for within the 'Active' Review section.
Please note, an individual review cannot be re-opened if the Review Cycle was closed out.
Once you locate the Review Cycle within the Active Reviews, click on the Review and you can either use the three dots next to the Review Cycle title to re-open each participants review
Or, you can use the three dots next to the individuals name to re-open just that one participants review. This will send the participants review back to the 'edit' stage of their review.
Sharing a Review
To share a review, you can either print the review or export the whole Review Cycle.
To print a review or save as a PDF
Navigate to the Review Cycle that this review is in and click on the participant that you would like to print your review for. Once you are viewing this participants review, you will use your browsers built in print functionality.
For Mac: cmd + p
For Windows: ctrl + p
Upon selecting Print Review, a Pop-Up tab or window should appear, select Print to route to the computers print options.
Please note that the first page of the review will be blank for the most part.
To Export a Review Cycle as a CSV
To export an entire Review Cycle, you can do this by exporting it as a CSV, which is is a text file that has a specific format which allows data to be saved in a table structured format. Similar to an excel spreadsheet.
Locate the Review Cycle you want to export, this can be an active Review or a completed Review.
Once you are in that Review Cycle, you can use the three dots next to the Review Title to select 'Export CSV'
Or you can also Export the CSV within a Review Cycle:
Once you select 'Export CSV', a black confirmation bubble will come across at the bottom of the screen. If you are receiving a red bubble, please contact Leadr Support.
Now you can wait for an email regarding your export.
🎬 Want to see it in action? Walk through an interactive tutorial of the full admin set-up experience in Leadr Reviews.