Manage a performance review cycle

After creating a performance review cycle, admins can manage it to adjust configurations, control visibility, archive, or restore completed cycles. Any changes you make take effect immediately.

Manage a cycle to:

Update cycle configurations before reviews begin.
Control who can view and manage each review cycle.
Archive or unarchive cycles based on review progress or completion.

💡Tip: Update the cycle configurations before adding employees to the cycle for a smoother setup process.

Navigate to Apps > Performance > Cycles.

Option 1: From the cycles page

Go to the tab where your cycle is listed: Focal Review, Hire Based Review, or Anniversary Based Review.
Click the Overflow Menu on the right side of a cycle to perform the following actions:

Edit: Modify the cycle's workflow configuration.
Make a copy: Create a duplicate and editable copy, while the original cycle remains unchanged.
Add employees: Add employees to the selected cycle.
Manage visibility: Share the cycle with other admins and employees who have manage permissions, allowing them to view and edit the cycle settings.
Visible to all: Remove the visibility restriction for a cycle.

📒Notes:

Employees with manage permissions can view and manage all cycles by default unless visibility restrictions are applied.
The "Visible to all" option is available only when visibility restrictions are currently enabled.

Archive: Hide inactive or completed review cycles.

📒Note: Once created, you cannot delete a performance review cycle. However, you can archive it.

Manage a performance review cycle1

Option 2: Within the cycle settings

Click the Overflow Menu on the right side of a cycle.
Select Edit to modify the cycle’s configuration.
Click the Overflow Menu at the top right and select the following options.

Add employees: Add reviewees to the cycle. Learn more in Add employees to a performance review cycle.
Make a copy: Create a duplicate and editable copy, while the original cycle remains unchanged.

Manage visibility: Share the cycle with other admins and employees who have manage permissions, allowing them to view and edit the cycle settings.
Archive: Hide inactive or completed review cycles.

Manage a performance review cycle2

Unarchive a cycle

You can restore an archived cycle when required.

Option 1: From the cycles page

Click the Filter icon at the top right.
Open the drop-down, select the Archived status, and click Apply.
Click the Overflow Menu on the right side of a cycle and select Unarchive.
Click Unarchive again to confirm.

Option 2: Within the cycle settings

Click the Overflow Menu on the right side of a cycle.
Select Edit to modify the cycle’s workflow configuration.
Click the Overflow Menu at the top right and select Unarchive.
Click UNARCHIVE again to confirm.