Reviews to manage performance and foster growth

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

Joe Hodges avatar Madison Metersky avatar
26 articles in this collection
Written by Joe Hodges and Madison Metersky
Launching or scheduling a review cycle

🎥Manage a review in Charlie 🎥

Check out this video on how to manage a review in Charlie!
Madison Metersky avatar
Written by Madison Metersky
Updated over a week ago

How to add people to a review cycle?

Adding people to a review cycle that has already been created
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

How to set up a recurring review cycle

What to do when your reviews repeat at a regular cadence
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Extend a review cycle

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.
Madison Metersky avatar
Written by Madison Metersky
Updated over a week ago

Change the start date of a review cycle

How to edit a review cycle’s start date
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Change the template used in a review cycle

How to change a review cycle template
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Scheduling a review meeting

Scheduling the meeting happens outside of Charlie
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

What if I don’t want to share answers before the meeting?

A workaround for not sharing feedback
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

What does a created review cycle look like for different permissions?

What do reviewers, Admins and Super Admins see on the review cycle page?
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

When is a review completed?

What is counted as a 100% complete review
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

How to change reviewers

Updating the reviewer
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Gather and store peer feedback in Charlie reviews

You can now run easily 360 reviews, or gather peer feedback as part of other types of reviews in Charlie, creating a fairer experience
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago