Home Performance Reviews (Admins) Reviewee Addition and Setup Guide

Reviewee Addition and Setup Guide

Last updated on Nov 18, 2025

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1. Click on Reviewees

In Step 4 of the review cycle creation, click on the Reviewees section

Click on Reviewees

2. Filter Reviewees

This section allows you to use the filters panel to sort and organize reviewees

Filter Reviewees

3. Filter by Attributes

You can filter and sort reviewees by department, location, manager, and tenure

Filter by Attributes

4. Add Filtered Reviewees

Click "Add Filtered" to include the selected reviewees based on your applied filters

Add Filtered Reviewees

5. Add a Reviewee Manually

Click the “+” button to add a reviewee manually

Add a Reviewee Manually

6. Add All Reviewees

Click “Add Everyone” to include all reviewees in the review cycle

Add All Reviewees

7. Import Reviewees via CSV

Click “Import CSV” to upload a CSV file for bulk reviewee addition. You can also use this option to upload the reviewee list along with their competencies and custom attributes

Import Reviewees via CSV

8. Download CSV Template

Click "Download" to get the CSV template needed for importing reviewee data. Please ensure that you upload the reviewee information using this template format

Download CSV Template

9. Upload CSV File

Click on "Click here to upload CSV" to add your updated file. Once uploaded, the reviewees from the CSV will be added to the review cycle

Upload CSV File