The Review feature allows you to set up structured feedback processes for individuals, teams, or entire departments. Reviews help assess performance, identify development opportunities, and foster regular reflection in everyday work. 🎯
In this article, you’ll learn how to create reviews, configure settings, and understand when and why they’re useful.
🔧 What Are Reviews & When Should You Use Them?
Reviews are structured feedback sessions conducted over a defined period and can be documented. Use them to:
Perform regular performance evaluations 🗓️
Conduct project-based feedback discussions
Foster a continuous feedback culture
Track development and goal achievement transparently
🛠️ How to Create a Review
1. Navigate to the Reviews Section
Go to the “Reviews” tab in the menu bar.
2. Create a New Review
The previous "Review creation circle" has been removed and replaced with two new buttons:
To create a review for a single person, go to “All Reviews” and click on “New Review” to access the creation page.
To create reviews for one or more teams or the entire company, use the Review Group Manager by clicking on “New Review Group” and configuring your settings.
Important: Team leads can still only create reviews for employees within their span of control. Once a review group is created, the associated reviews can be managed together.
3. Configure Review Settings
You can configure the following details:
Title: Give the review a clear and descriptive name (e.g., “Q2 Feedback Round”).
Note: The employee’s name is automatically added.
Review Type: Currently, only one-time reviews are available. Recurring reviews will be supported in the future.
Scope of the Review:
For an individual
For one or more teams
For the entire company
Depending on the selection:
Assign employees and reviewers
Assign teams
Additional Reviewers:
Add more reviewers and decide:
Are they required or optional?
Will their feedback be anonymous?
Will they see the overall results?
⚠️ Important note about additional reviewers:
Once a review has been scheduled or activated, additional reviewers can no longer be removed. Please choose carefully when adding additional reviewers.
Additional reviewers who have been marked as required participants can later be changed to optional reviewers, but they cannot be completely deleted from the review.
Review Period:
The time period being assessed.
Associated Team:
Optional for individual reviews – useful for future filtering.
Filling Period:
The timeframe in which participants can submit their feedback.
Completion Date:
The final deadline by which the review must be completed (including meeting and documentation).
Important: This must come after the filling period.
Notifications:
Decide who receives which notifications to ensure a smooth process 📬
Template:
Choose a guide template that defines the structure and questions of the review.
✅ Create and Schedule the Review
Once everything is set up, click “Create Review” – and you're ready to go! The review is scheduled automatically, and all participants are notified.
📚 Working with the Review Group Manager
With the Review Group Manager, you can create and manage multiple reviews at once – perfect for teams or entire departments.
Here's how it works:
Click “New Review Group” to start.
Each created group will appear as its own tile in the Group Manager, showing:
The name of the group
The review period
The scope (e.g., “Marketing Team”)
Each group automatically includes one review for every member of the selected team. All individual reviews will also appear under “All Reviews” and can be edited individually if needed.
Additional features in the Group Manager:
Click the settings icon on a group tile to see more details, such as who created the group and which template was used.
Use the options menu to manage reviews in bulk:
Delete: You can delete reviews that haven’t been started yet.
Archive or adjust deadlines for the entire group.
Add people or teams even after the group has been created.
Bonus: automatic review analysis
We’re currently working on enabling automatic AI-based summaries once all reviews in a group are completed. To benefit from this, it’s best to group related reviews together.
If you forget to do so initially, you can also merge review groups – as long as they share the same review period and use the same template.
Note: The Group Manager is only visible to admins and team leads. Team leads have limited editing rights for review groups they didn’t create themselves.
💡 Why Are Reviews Useful?
They create clarity on expectations and performance
They promote a culture of open feedback
They provide a documented foundation for development conversations
They strengthen collaboration within teams 💬