Initiating a review cycle | The Predictive Index Documentation Center

Use the Review Administration page to create and manage review cycles for your organization.

How to create a review cycle

Log in to PI Perform.
Click on “Reviews” on the left-hand side.
Select “Review Administration” from the options.
You’ll land on the “Review cycles” tab of the Review Administration page.

The following depends on whether your organization has/hasn't launched a review cycle before:

If your organization has launched a review cycle before:

You can initiate a new review cycle by clicking the “Create new cycle” button in the top-right corner.

Important: If you see a notification saying “You have employees who won’t receive a review,” it means you’re missing data needed to include certain employees in the review cycle. Learn how to fix missing organization data.

If your organization hasn’t launched a review cycle before:

You will be prompted to complete the following preliminary steps:

Upload organization data via Administration (if you haven’t already).
Create a template to use for this review cycle.
Create a new review cycle.

Once you've uploaded org data and feel comfortable with your review template, click "Create new cycle" to begin.

Configuring your review cycle

Upon clicking "Create new cycle," you will land on the "Set up" page. Here, you'll walk through various steps to configure your review cycle.

From the review cycle "Set up" page:

Enter a name and description for your review.
Review the educational information about review participants.
Hit “Next” to proceed.
Select your template from the dropdown.
Click “Next.”
Select who you'd like to be reviewed. (You can choose to include all eligible employees, or a specific subset of employees.)
If you select "A subset of employees," you will be prompted to select the specific employees and/or departments you'd like to include as part of the cycle.

Example: If you're doing a performance review for your sales team, you would select "Sales" under the department dropdown.
(Optional) Set exclusion rules for this review cycle
- Selecting "Require a minimum tenure..." will allow you to exclude any employees who don't meet the minimum tenure at the time the review cycle begins. (You can select either 90 days, 60 days, or 30 days.)
- Selecting "Exclude specific employees..." can be helpful if you've selected a department to include, but wish to exclude someone in particular. (For example, for a quarterly sales review, you might include the sales team but exclude the sales manager.)
Once you've set who should (and shouldn't) receive a review, click the hyperlink titled "X total review recipients" at the bottom of the page.

(Example: In the above case, there were 28 salespeople eligible for review. After setting exclusion rules, only 25 total people will be included in the review cycle.)
A panel will open, allowing you to preview the number of review recipients who are currently set to receive a review.

Tip: If you notice someone who should be included here but isn't, consider the following:
- Is this person "eligible" for review? Learn more about eligibility for reviews.
- If you selected a subset of employees, did you include this person? (See step 7.)
- Was this person excluded based on minimum tenure restrictions? (See step 8.)
- Did you exclude this person by accident? (See step 8.)
Once you're good with the people included for review, click “Next.”
You will be prompted to set the timeline for your review cycle.
Enter deadlines for each step of the review process ("Self reviews due," "Manager reviews due," and "Share by date").
Proceed with "Next."
Review your details for accuracy.
(Optional) Click edit to modify any part of the cycle you’d like to update.

Launching your review cycle

After reviewing your review cycle details, you can either launch your review cycle right away, or you can schedule it for a later date and time. (You can also click "Save & Exit" to save as a draft and revisit later.)

To launch:

Click “Launch review cycle” on the right-hand side.
Confirm by hitting “Launch review cycle” again.

Tip: Want to empower your managers to make the most of their review conversations? Read our guide to successful review conversations.

To schedule:

Click “Schedule for later” on the right-hand side.
Select a launch date and time.
Click "Schedule launch."
Review the details and click "Schedule launch" to confirm.
Your review cycle will be scheduled.

Note: You can modify your launch date at any time. To do so:

Select your scheduled review cycle from the "Review Administration" page.
Click "Revert to draft" in the top-right corner.
Click "Yes, revert to draft" to confirm.
Your review cycle will revert to a draft state. Reschedule it at any time by selecting "Schedule for later" on the right-hand side.

Tip: Want to empower your managers to make the most of their review conversations? Read our guide to successful review conversations.

Managing existing review cycles

After you’ve drafted, scheduled, or launched a review cycle, return to the Review Administration page.

From the “Review cycles” tab, you will see a list of drafted, scheduled, in-progress, and closed reviews.

You can take the following actions based on the status of your review:

Draft

Click on a drafted review cycle, and you'll return to your draft so you can make changes or launch your review cycle.

Scheduled

Similarly, you can click on a scheduled draft to review configured settings (including the schedule date) and revert to a draft if needed.

Tip: Need to "un-schedule" or modify a scheduled review cycle? You can do so by reverting your review cycle to a draft.

In progress

Click on an in-progress review cycle, and you will be brought to a summary page containing a list of all review recipients along with the status of each person’s review.

You can also track completion rates, how many reviews have been shared, and whether recipients have opened them.

If a self or manager review is incomplete, you can send a reminder notification. To do so, click the ellipsis button, then select either "Self review reminder" or "Manager review reminder."

If a self or manager review has been completed, but the reviewer would like to make changes, you can reopen their review. To do so, click the ellipsis button, then select either "Reopen self review" or "Reopen manager review."

Note: You can only reopen a review if the manager hasn't already shared the review with the employee.

You can view any person’s completed review by clicking the ellipsis button, then selecting “View final review.” (You can only view a person’s review once their manager has shared the review with them.)

If you've satisfied with the participation rate for your reviews cycle, you can close it at any time by clicking "Close cycle" in the top-right corner.

Note: Once a review cycle is closed, it cannot be reopened. Please ensure you're satisfied with the completion rate before continuing.

Closed

Click into a closed review cycle to view completion data and/or read specific reviews.

FAQs

How does Perform determine an employee’s “minimum tenure”?

An employee’s minimum tenure is calculated based on their “Date of Hire,” a data field that is collected when uploading organizational data in Administration.

Do I have to set a minimum tenure for my review cycle?

No. The minimum tenure setting is an optional field.

Can managers and direct reports submit reviews past their due date?

Yes. The due dates for self and manager reviews are meant as loose guidelines. A person’s review will not “close” after the deadline passes.

Can I modify due dates after a review cycle is launched?

It’s not currently possible to modify due dates once a review cycle is launched. However, these due dates are not hard deadlines and will not lock a person out of completing a review.

Can I reopen a person’s review submission if requested?

Yes. To reopen a review:

Click into your review cycle from the "Review Administration" page.
Find the employee whose self or manager review you'd like reopen.
Click the ellipsis button, then select either "Reopen self review" or "Reopen manager review."

Note: You can only reopen a review if the manager hasn't already shared the review with the employee.

All our reviews are in! Can I close the review cycle?

To close a review cycle:

Click into your review cycle from the "Review Administration" page.
Select "Close survey" in the top-right corner.
A pop-up will appear explaining that this action cannot be undone. Please review this information before proceeding.
Acknowledge you've reviewed the information.
Click "Close review cycle" to confirm.

I'd like to modify a scheduled review cycle or select a new date. How?

To modify a scheduled review cycle or select a new date, first revert that cycle to a draft state.

To revert to a draft state:

Select your scheduled review cycle from the "Review Administration" page.
Click "Revert to draft" in the top-right corner.
Click "Yes, revert to draft" to confirm.
Your review cycle will revert to a draft state, allowing you to edit details freely.

To reschedule your review cycle:

From the "Review & launch" page, select "Schedule for later" on the right-hand side.
Select a new launch date and time.
Click "Schedule launch."
Review the details and click "Schedule launch" to confirm.
Your review cycle will be rescheduled.

I'm trying to reopen a self/manager review but cannot. Why?

You can only reopen a review if:

Your review cycle is still "in progress."
The manager hasn't already shared the review with the employee.

Additional support

Applied learning

Having successful review conversations