A review starts automatically if the review cycle has a schedule. You can also start a review yourself, for one or more employees at once. You do this with Start review now.
Starting a review manually is useful if:
the review cycle has no schedule, as with a probation review or an onboarding evaluation. You start those reviews yourself when they are needed.
an employee shouldn't get a review at the fixed moment of the cycle, for example because the employee started later in the year.
Only admins can start a review manually, and only in a review cycle that is active.
Start a review
Go to
Performance > Reviewsand open the review cycle.Click
Actions > Start review now.Choose the employees and one or more managers for each employee. By default, the team lead is the manager.
Fill in the
Start date, theInput deadlineand theReview deadline. If the cycle has deadlines set up, these fields are already filled in.Click
Add.
The review starts and follows the settings of the review cycle: the same input givers, questions and assessment. The employees are also added to the review cycle. If you start a review for one employee, the review opens right away.
Automatic or manual?
With an automatic start, all employees in the review cycle get a review on the dates from the cycle schedule. The deadlines are calculated per round from the start date. With a manual start, you choose who the review starts for and which dates apply.
Tip: Every employee needs at least one manager. If you don't choose a manager, you can't start the review.
Related keywords: start review, start review now, start manually, start probation review, one-off review, review for one employee.