CharlieHR

What is a review cycle, who can create a review, and what do they look like?

Review cycles in Charlie

Check out our reviews demo 🎥

Madison Metersky

Joe Hodges

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

Reviews to manage performance and foster growth

🎥Create a Review in Charlie 🎥

Easily set up and launch a review for your team!

How to create a review cycle in Charlie

A method that leads to growth and development

The Charlie approach to running a review

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

Charlie’s advice on review scheduling

How to run probation reviews using Charlie

Running probation reviews

How reviews work & best practice

What are templates

Check out our video on all things review templates!

🎥Review Templates in Charlie🎥

What are Charlie templates and how do you use them

What are Charlie templates?

How to create a custom template from scratch

Creating a template from scratch

What do they mean and which one should I choose for my template

2 way vs. 1 way feedback templates

Editing a template

Who is able to view and administer templates?

Templates, roles and permissions

Review templates

Check out this video on how to manage a review in Charlie!

🎥Manage a review in Charlie 🎥

Adding people to a review cycle that has already been created

How to add people to a review cycle?

What to do when your reviews repeat at a regular cadence

How to set up a recurring 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.

Extend a review cycle

How to edit a review cycle’s start date

Change the start date of a review cycle

Change the template used in a review cycle

Scheduling the meeting happens outside of Charlie

Scheduling a review meeting

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

What do reviewers, Admins and Super Admins see on the review cycle page?

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

What is counted as a 100% complete review

When is a review completed?

How to change reviewers

You can now run easily 360 reviews, or gather peer feedback as part of other types of reviews in Charlie, creating a fairer experience

Reviews to manage performance and foster growth

Review cycles in Charlie

Check out our reviews demo 🎥

How reviews work & best practice

Review templates

Launching or scheduling a review cycle