Initiating a review cycle

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

How to initiate a review cycle

1. Log in to PI Perform.
2. Click on “Reviews” on the left-hand side.

3. Select “Review Administration” from the options.

4. You’ll land on the “Review cycles” tab of the Review Administration page.

If your organization has launched a review cycle before, you can initiate a new one by clicking the “Create new cycle” button in the top-right corner.

Note: 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.

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.

Creating a new review cycle

Once you’re comfortable with your org data and review template, you’re ready to set up your review cycle.

From the Review cycles page:

1. Click “Create new cycle.”

2. Enter a name and description for your review.
3. Hit “Next” to proceed.

4. Select your template from the dropdown.
5. Click “Next.”

6. Set the minimum tenure for this review cycle.
7. (Optional) Select any employees you’d like to exclude.
8. Proceed with “Next.”

9. Enter due dates for each step of the review process.
10. Proceed with “Next.”

11. Review your details for accuracy.
12. (Optional) Click edit to modify any part of the cycle you’d like to update.

At this point, you can either launch your review cycle right away, or you can save your cycle as a draft and revisit when ready to launch.

To launch: 

1. Click “Launch review cycle” in the bottom right.

2. Confirm by hitting “Launch review cycle” again.

To save and exit: 

1. Click “Save & Exit” in the top right.

Managing existing review cycles

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

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

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.

Finally, 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 summarized the review and shared it with them.)

FAQs

Additional support

• Creating a review template
• Preparing employee data for your review cycle

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