Reviews
Set up and run review cycles, templates, 360s, and best-practice workflows.
25 articles
- Using competency rating grids in reviewsLearn what a competency rating grid is, when to use it in reviews, and how to set it up — from your competency framework and rating scale to adding the…
- Using the time allocation pie chart in reviewsLearn what the time allocation pie chart is, when to use it in reviews, and how to set it up — defining activity categories and colours so people can split…
- Using financial data tables in reviewsLearn what a financial data table is, when to use it in reviews, and how to set it up — from configuring rows and columns to uploading values and showing…
- Using imported data in reviewsLearn what imported data attributes are, when to use them in reviews, and how to set them up — from creating fields to loading values and showing them in a…
Build or update a review
Creating a new review, updating page instructions or inputs
- Create a new review cycleLearn how to create and configure a new review cycle in Performance Leader. This step-by-step guide walks super admins through setting up review titles, periods, contributor feedback, and review steps.
- Using the Collaboration points toolWhat Collaboration Points is, how to set it up, how partners allocate points, and how leaders read the results.
- Add documents to a reviewHow to add documents to your account, how they appear in a review through Review Resources, and how admins enable the feature and upload files on behalf of a user.
- Communicate with users during a review: alerts, empty states, instructions and tooltipsThe five ways to communicate with people during a review process — page alerts, empty states, page instructions, tooltips and emails. Where each is configured, how to choose between them,…
- Configure or manage review settingsLearn how to configure and manage review settings in Performance Leader. This guide covers review activation, dashboard navigation, status management, contributor settings, and AI summaries.
- Build a review first step (Reviewee)Configure review steps, add feedback sections, set up self-reflection questions, and create goal-setting inputs to streamline your performance review process.
- Build a review second step (Reviewer)Learn how to build the second step of a review in Performance Leader, including configuring reviewer assessment forms, carrying through employee inputs, and setting up manager feedback sections
- Build a review PDFThis guide covers report settings, content structure, and customisation options to create professional review documents that capture participant feedback and can be downloaded during or after the review process.
- Create email notifications within a review processCreate and manage email notifications within your review process. This guide covers building email templates, configuring notifications at each review stage, and using variables to personalise communications for your team.
- Create a tooltipThis step-by-step guide shows you how to build reusable text snippets that provide helpful guidance throughout your performance review process.
- Create a rating scaleLearn how to create and configure reusable rating scales in Performance Leader. This step-by-step guide shows you how to build rating scales for reviews, competency frameworks, and performance assessments.
- Test review design quality with Compass AILearn how to use Compass AI's design quality check to evaluate your review configuration, identify inconsistencies, and get instant AI-powered feedback to improve your review design and enhance the user…
- Duplicate and rollover a review cycleThis step-by-step guide covers duplicating reviews, updating settings, managing forms, and using AI tools to ensure your new review cycle is ready to launch.
Contributor/360 Feedback
How to create and manage a contributor feedback process
- Build a contributor feedback formLearn how to create and configure contributor feedback forms in Performance Leader. This guide walks admins through enabling 360 feedback, setting up nomination rules, building custom forms, and managing anonymity…
- Manage contributors and re-open contributor feedbackStep-by-step guide for admins on adding, removing, and updating contributors, sending reminders, and reopening feedback for 360 reviews.
Managing a review
Launching users, moving users up or down steps, nudging for engagement and completion
- Enrol users and launch a reviewLearn how to quickly enrol users and launch performance reviews. This step-by-step guide walks you through setting review status, adding participants, and activating your review cycle with confidence.
- Move users in reviews forward and backLearn how to move users forward and back through review steps, update participation status, regenerate reports, and manage reviewer progression with this comprehensive admin guide.
- Act as a user within a reviewThis guide shows admins how to log in as users or supervisors at any step in the review process for testing and support purposes.
- Regenerate PDF or resend the step emailLearn how to regenerate PDFs and resend step emails in Performance Leader's Review Admin Dashboard. Step-by-step guide for managing review notifications and PDFs for individual users and bulk updates.
- Track review cycle progress and export engagement dataLearn how to track review cycle progress, monitor participant engagement, and export compliance data in Performance Leader. Step-by-step guide for administrators managing performance reviews.
- Use email campaigns to nudge review completionThis guide covers creating dynamic distribution lists, scheduling recurring campaigns, and automating reminders to improve review completion rates in Performance Leader.