Review Cycles from a Team Members Perspective (Beta)

Note: Only admins or super admins can create a review cycle.

In Charlie, a review cycle is the period of time you set for review participants to complete all steps of their review:

The steps include:

Once the Review cycle has been created and launched, you will receive an email notification that the cycle has now begun.

Other notifications include: a reminder halfway through the cycle, an email to let you know your reviewer has submitted feedback and any peer feedback.

You can locate your performance review and start completing it from the following areas:

Once in the review cycle you can begin answering the questions and provide feedback.

Once feedback has been submitted it cannot be edited or removed by the submitter. However, in some cases our team might be able to support with this (an Admin will be required to get in touch). Once your feedback is submitted, your reviewer will receive a notification email letting them know the feedback is ready to read.

Any answers you fill in but do not submit, will be saved as a draft for you to edit/complete at a later stage. The deadline for you to submit your review will be flagged in the review cycle.

And Just like that your review is submitted

Once feedback is submitted it cannot be edited or unshared. All feedback is saved as a draft in the review before submission so please ensure you have answered/reviewed all the questions.

Your answers will be visible to all Super Admins, as well as your reviewer.

Note: Feedback once submitted cannot be edited or unshared.

As a Team member you will only be able to see review cycles and reviews that you are participating in. Only Super Admins and Admins can see all review cycles, while Team member permissions can only see reviews relevant to them.