Note: Only Admins and Super Admins are able to create and run reviews in Charlie.
Before you set up a review cycle you need to know:
The template that you want to use in the review
Who will be reviewed?
Who will be the reviewers?
Who will be the peers? (if applicable)
To set up a review cycle:
Setting up a new review cycle on Charlie is very straight-forward.
To begin:
From your homepage navigate to the "Reviews" section under "Grow"
Select your template form the reviews page, or navigate to the "Templates" section and select the template you wish to use. You can create a cycle from scratch or run a past cycle again through the "Activity" tab.
You can then start going through the review creation steps. These include
Updating questions, the response format, the order of the questions etc
The selecting the participants (reviewees, reviewers and peers)
Once you have gone through the steps would can schedule your review cycle and make any last edits to the participants.
Once you are happy with your edits scroll to the bottom for the page and click "Schedule cycle"
Scheduling the review cycle:
You will have the option to select your overall review start and end date.
You will have the option to select deadlines for each stage of the review cycle
Also available to you is the ability to set an email reminder on a specific date for the participants. This is intended to remind them to meet and have their review discussion
Once you have created and scheduled the review cycle you can expect an email invitation to arrive on the scheduled date you have set the cycle to start.
And just like that you are all done.
FAQs
What emails will be sent?
This will generally depend on how your cycle has been scheduled.
The standard notifications will be the Launch email notifying all participants of the cycle starting, and another reminder before the cycle closes. Additional standard notifications include feedback submission when a step of the review has been completed. For example a reviewer will receive a notification once the reviewee has submitted their feedback and vice versa.
Other email notifications will depend on if you have set a reminder on a specific date (the same for all participants), and stage dependant emails based on the start and end dates you have set for each stage of the review. Stage related notifications will only be sent to the participant the stage-start and stage-end date are relevant for.
Can I customise the emails?
Currently only the review cycle launch email can be customised. All other email notifications about the review cycle will be a default email directly from Charlie.
Can I edit the review start or end date?
Only dates in the future can be edited, if a cycle or cycle stage was set to start in the past, the start date will not be editable.
For example:
If your cycle has already began, you will only be able to edit the end date of the cycle.
If the cycle has not started yet, you will be able to edit the start and end date.
If your cycle has launched but you want to edit a stage specific start date you will only be able to do that if the start date is in the future.
If you are trying to edit an end date that has passed, this would indeed be possible. simply navigate to the stage and select the new end date.
Can I edit the launch email?
The launch email is editable, only if the cycle has not already launched. If the cycle is now live, then by default the email would have already been sent and therefore cannot be edited.
If the cycle is launching in the future then you will be able to edit the email that will be sent to employees.