Build or update a review
Creating a new review, updating page instructions or inputs
13 articles
- 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.