- 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.
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Please refer to this link for more information on how to create a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722624259-how-to-create-a-performance-review-cycle
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Please refer to this link for more information on how to create forms in a review cycle: https://help.peoplebox.ai/hc/peoplebox-help-center/articles/1722596801-creating-all-forms
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Once all configurations are complete, click "Create Form" to generate the form for the review cycle.
- Click "Heading" under "Create Another Block".
Note: The heading functions as a title.
- Enter a title in the "Heading" field and click "Add Heading Block".
- Select "Description" if you wish to add a description to your form or add details about a block.
- Click "Question" to add questions to your form that will be visible to the reviewees.
- You can choose to make the questions required or private. If you toggle off "Required", the question will become optional, allowing reviewees to submit the review without answering it.
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When you toggle on "Private", the responses to those questions will not be visible to the employee when the review is shared with them.
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Manager Access: Managers can view only the private question responses they provided for their direct reports in the manager summary.
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Admin Access: Admins can see all private question responses except their own. Feedback given to an admin is not visible to them.
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User Access: Users can see only the private question responses they’ve written as feedback givers.
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Calibration Restrictions: Admins cannot view or calibrate their own responses in the calibration tab.
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The "Section" field is used to organize questions into specific categories or topics. By creating or selecting a section, you can group related questions under one heading, making it easier for the reviewer to follow the structure of the form.
- You can create Sections as needed.
- Choose the response type; it can be either a rating or open text.
- Open text can be either a paragraph or a short answer. Finally, click "Add Question Block" to include your question in the review cycle.
