- On the left sidebar of your dashboard, click on the "Reviews" icon.
- Click the "Create New Cycle" button located at the top right corner of the Reviews page.
- Select the type of review you want to create either a 360-degree review or a Performance review.
If you are choosing 360-degree review, then refer to this article here: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726661519-360-review-cycle
- Next, you will be taken to a page where you need to enter the review title. Click on the "Title" field.
- On the "Configure steps of this review cycle" page, you can select which types of reviewers to include in the review cycle.
To enable a reviewer type, click the toggle switch next to the desired option.
- Once the Peer Review toggle is enabled, additional options will appear where you can enable them and set Peer Review parameters.
- If you want to add Additional Reviewer Roles, then click on this "+" icon.
Refer to this link: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1726661692-creating-additional-reviewer-role-in-the-review-cycle
- If you want to enable goals in the review cycle, then toggle the goals option.
Please refer to this link: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1729510511-configuring-approvals-in-goals
- Enabling the goals option will reveal additional settings. You can then enable any of these options as needed.
- Select the goal cycle from which you wish to import goals for this review cycle.
- Select any Goal type. By default, goals without key results will be enabled.
- You can also enable the competency toggle to allow users to review all set competencies.
- Enable competency weightage to assign weights to competencies.
- Access more options by clicking on "Advanced Settings".
- Enable specific reviewee visibility options to control what managers and reviewees can see during the review process.
- Click "Save & Continue".
