Review Participants: Reviewees and reviewers

1. Review Type

In this step, you define who will provide feedback for the employee:

  • Manager Review – Feedback provided by the employee’s manager.

  • Self Review – A self-appraisal written by the employee.

  • Peer Review – Feedback from peers or colleagues in the organisation.

You can enable one or more review types depending on the goals of your review cycle.

By default, Manager Review is mandatory, as managers work most closely with employees and play a key role in evaluating their performance.

2. Sign-Offs

The admin can configure who has the final authority in assigning ratings to employees.

  • Self Sign-Off Employees acknowledges having received the rating Until they sign off, the rating remains open for discussion between the employee and management.

  • Secondary Sign-Offs After the manager provides ratings, a secondary approval may be required depending on organisational policies. This secondary sign-off can be:

    • By the skip-level manager of the employee, or

    • By a nominated secondary approver defined in the review setup.

3. Reviewee Selection

The next step in creating a review is choosing the employees who will take part in it. You can either select everyone or select specific cohorts of employees to be a part of the review

For example, if the review is meant only for the Marketing team, you can select employees from that department.

  • Use the “Only specific employees or demographics” option.

  • Click on Add Employees to include individuals, teams, or departments as needed.

This ensures the right set of employees are included in the review cycle.

4. Peer Selection

The admin can configure how peers are selected for an employee’s review. Options include:

  • Employee-Selected (No Approval Needed) Employees independently select peers to provide feedback. Manager approval is not required.

  • Manager-Selected Only the manager decides and finalises the list of peers who will provide feedback for their direct report.

  • Employee + Manager (Manager Approval Required) Employees propose a list of peers. The manager can approve, reject, or add more peers. The list becomes final only after manager approval.

Note: As an admin you can also share a list of peers with your CS SPOC and they will get it upladed it from the back end.

Select the participants for the review cycle.

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