CharlieHR

Alexandros Tofarides

Running performance reviews / appraisals in Charlie provides structure, automates the process and empowers meaningful conversations

Performance Reviews

What is a review Cycle? Who can create a review? What do they look like?

Brief Overview of Review Cycles on Charlie

Why we built the reviews tool to support common date reviews instead of anniversary based

Charlie’s advice on review scheduling

A method that leads to growth and development

The Charlie Approach to Running a Review

A guide for team members on how to complete a review

Review Cycles from a Team Members Perspective

Learn how to export completed reviews and review cycles so you can keep a record of them and share them with other members of the team

Exporting reviews

How reviews work & best practice

What are Charlie templates and how do you use them

What are Charlie templates?

Review Templates on Charlie

A guide to editing review templates on Charlie

How to Edit a Review Template

A guide for Admins to create custom templates that best fits their review process

How to Create a Custom Template

Review templates

A guide for Admin permissions on creating review cycles.

How to Schedule a Review Cycle

A quick guide on how to update a draft review cycle that cannot be run yet

Updating Draft Review Cycles

A guide to adding new participants in a review cycle

How to Add People to Review Cycle

A guide to update the reviewer in a review cycle

How to Change Reviewers

A guide for Reviewers (regardless of permissions) on completing their review steps.

How to Complete a review as a Reviewer

Need to give your team member's more time to complete a review? Easily extend an in progress review or re-open a closed review.

Extend a review cycle

What is counted as a 100% complete review

When is a Review Completed

Launching or scheduling a review cycle

A guide for Admins to include peer feedback in their review templates

Including Peer Feedback in a Review Cycle

How to Request Peer Feedback

A guide on editing the peers who will be requested to provide feedback for a review participant.

How to Edit the Peers Submitting Feedback

A guide for peers of all permissions to respond to a peer feedback request

How to Respond to Peer Feedback

How peer feedback can be made anonymous in review cycles

Peer Feedback Anonymity

Learn when peer feedback will be available in your review

How and when do I see peer feedback in my review?

Learn all about using peer feedback in a review cycle

Peer feedback

Find answers and get help from Intercom Support and Community Experts

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