The review feature lets you set up structured feedback processes for employees, teams, or entire organizational units. Reviews help you assess performance, identify development potential, and embed regular reflection into everyday work. 🎯
This article explains how to create reviews, which settings you can configure, and when it makes most sense to use them.
🔧 What are reviews and when should you use them?
Reviews are feedback rounds conducted and documented within a defined time period. You can use them:
For regular performance evaluations 🗓️
For project-based feedback conversations
To foster a continuous feedback culture
To transparently track development and goal achievement
🛠️ How to create a review
1. Navigate to the Reviews area Go to "Reviews" in the navigation menu.
2. Create a new review The old "review creation circle" has been replaced by two new buttons:
To create a review for an individual person, click "New Review" under »All Reviews«.
To create reviews directly for one or more teams or the entire company, click "New Review Group" and configure the desired settings.
Important: Team leads can only create reviews within their span of leadership. Once a review group has been created, the associated reviews can be edited simultaneously.
3. Configure the review settings
Field | Description |
Title | A meaningful name (e.g. "Q2 Feedback Round"). The employee's name is added automatically. |
Review type | Currently only one-time reviews are available. Recurring options will follow later. |
Scope | Individual employees, teams, or the entire company. |
Additional reviewers | Add further reviewers as needed. Configurable: required or optional, anonymous, access to overall results. |
Review period | The period the assessment covers. Part of duplicate detection. |
Associated team | Optional for individual reviews – useful for later categorization. Part of duplicate detection. |
Completion window | The period during which the review can be filled out. Not part of duplicate detection. |
Deadline | Latest point by which the review must be completed incl. conversation and documentation. Must be after the completion window. |
Notifications | Define who receives which notifications and when. 📬 |
Template | A guide template that defines the structure and questions of the review. Part of duplicate detection. |
⚠️ Additional reviewers: Once a review is planned or active, additional reviewers can no longer be removed. Reviewers marked as required can be changed to optional afterwards, but cannot be deleted entirely.
4. Create the review Click "Create Review" – the review is automatically scheduled and participants are notified. ✅
🚫 Avoiding duplicates
The system automatically prevents duplicate reviews. If a review with identical fields already exists, you will see the error message: "This review already exists."
For a review to be detected as a duplicate, all of the following fields must be identical:
Title
Template
Participants
Review period
Team
As soon as any one of these fields differs, the review will not be detected as a duplicate and can be created.
Important distinction – review period vs. completion window:
Only the review period is part of duplicate detection – not the completion window. This means:
Same review period, different completion window → still counts as a duplicate
Different review period → not a duplicate, review can be created
Reviews across different teams: Since "Team" is part of duplicate detection, reviews with otherwise identical fields can exist in different teams simultaneously.
📚 Working with the Review Group Manager
The Review Group Manager lets you create and edit multiple reviews at once – ideal for teams or entire organizational units.
How it works:
Click "New Review Group" to create a new group.
Each created group appears as its own tile in the Group Manager, showing name, review period, and scope (e.g. "Marketing Team").
The group automatically contains one individual review for each member of the selected team. All reviews appear as usual under »All Reviews« and can be adjusted individually there.
Additional features:
Settings icon: Shows details such as who created the group and which template was used.
Options menu: Edit all reviews in a group together – delete (as long as not yet started), archive, or adjust deadlines.
Add later: People or teams missed during creation can be added to the group afterwards.
Merge groups: Two review groups can be merged, provided they share the same review period and template.
Note: The Group Manager is only visible to admins and team leads. Team leads can only make limited edits to review groups they did not create themselves.
Automatic AI analysis (in development): Shortly after all reviews within a group are completed, an AI-based analysis will be generated automatically. It therefore makes sense to create related reviews as a group.
💡 Why are reviews useful?
They create clarity around expectations and performance
They foster an open feedback culture
They provide a documented basis for development conversations
They strengthen collaboration within the team 💬