Performance Reviews
Running performance reviews / appraisals in Charlie provides structure, automates the process and empowers meaningful conversations
Brief overview of review cycles in CharlieWhat is a review cycle, who can create a review, and what do they look like?
Review Cycle: A Team Member's Guide
Exporting reviewsLearn 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
How to create a review cycle in CharlieEasily set up and launch a review for your team!
The Charlie approach to running a reviewA method that leads to growth and development
Charlie’s advice on review schedulingWhy we built the reviews tool to support common date reviews instead of anniversary based
Completing a review as a reviewerIf you have been chosen as a reviewer in a review cycle, the below article will walk you through the steps you need to follow to ensure this is completed…
How to add people to a review cycle?Adding people to a review cycle that has already been created
Extend a review cycleNeed to give your team member's more time to complete a review? Easily extend an in progress review or re-open a closed review.
Change the template used in a review cycleHow to change a review cycle template
When is a review completed?What is counted as a 100% complete review
How to change reviewersUpdating the reviewer
Peer feedback
Learn all about using peer feedback in a review cycle
Gather and store peer feedback in Charlie reviewsYou can now run easily 360 reviews, or gather peer feedback as part of other types of reviews in Charlie, creating a fairer experience
Peer feedback in reviews - for line managers & reviewersLearn how you can request, edit and share peer feedback within a Charlie review cycle
How to include peer feedback into a review cycleA guide for admins on how to include peer feedback into a review cycle
How to collect peer feedback as a reviewerLearn how to send peer feedback requests for your direct reports
How do I answer a peer feedback requestHow to find peer feedback requests & where to answer them
How and when do I see peer feedback in my review?Learn when peer feedback will be available in your review
Performance Reviews (Beta)
Set up guides of the new performance reviews on Charlie
Brief Overview of Review Cycles on Charlie (Beta)What is a review Cycle? Who can create a review? What do they look like?
Review Cycles from a Team Members Perspective (Beta)A guide for team members on how to complete a review
How to Schedule a Review Cycle (Beta)A guide for Admin permissions on creating review cycles.
How to Create a Custom Template (Beta)A guide for Admins to create custom templates that best fits their review process
How to Respond to Peer Feedback (Beta)A guide for peers of all permissions to respond to a peer feedback request
The Charlie Approach to Running a Review (Beta)A method that leads to growth and development
How to Complete a review as a Reviewer (Beta)A guide for Reviewers (regardless of permissions) on completing their review steps.
Review Templates on Charlie (Beta)What are Charlie templates and how do you use them
How to Edit a Review Template (Beta)A guide to editing review templates on Charlie
How to Add People to Review Cycle (Beta)A guide to adding new participants in a review cycle
How to Edit the Peers Submitting Feedback (Beta)A guide on editing the peers who will be requested to provide feedback for a review participant.
How to Request Peer Feedback (Beta)When peer feedback is request
When is a Review Completed (Beta)What is counted as a 100% complete review
How and when do I see peer feedback in my review? (Beta)Learn when peer feedback will be available in your review
Including Peer Feedback in a Review Cycle (Beta)A guide for Admins to include peer feedback in their review templates
How to Change Reviewers (Beta)A guide to update the reviewer in a review cycle