Manage performance review cycle

Tutorial

After creating a cycle, HR or admins can manage it if required. Any changes they make to the cycle are reflected immediately.

Navigate to Performance > Cycles.

Click the Overflow Menu on the cycle for additional actions:

Click Edit to modify the workflow configuration in the existing cycle.

Note: The changes do not affect employees already added to the cycle.

Click Make a Copy to duplicate the cycle configurations. This feature enables you to quickly create another cycle by copying the existing cycle and changing its date.
Click Add Employees to add additional employees to the cycle who are eligible for the review process.
Click Manage Visibility to restrict the visibility of a cycle for employees with permissions.

Select and select employees with permissions to make the cycle visible only to them.

Note: If you assign a role to any employees to manage the performance cycle, they can view and manage all performance cycles by default. However, you can restrict the visibility of any cycle for the employees with manage permissions.

Click Visible to All to remove the visibility restriction of a cycle for the employees with permissions.

Note: The Visible to All option is available only when you manage the visibility.

Click Archive to hide non-active or completed reviews.

After creating the cycle, add employees to it.