Team Member Development
Running performance reviews / appraisals in Charlie provides structure, automates the process and empowers meaningful conversations
By Alexandros1 author25 articles
Brief Overview of Review Cycles on CharlieWhat is a review Cycle? Who can create a review? What do they look like?
Charlie’s advice on review schedulingWhy we built the reviews tool to support common date reviews instead of anniversary based
The Charlie Approach to Running a ReviewA method that leads to growth and development
Review Cycles from a Team Members PerspectiveA guide for team members on how to complete a review
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
Peer feedback
Learn all about using peer feedback in a review cycle
Including Peer Feedback in a Review CycleA guide for Admins to include peer feedback in their review templates
How to Request Peer FeedbackWhen peer feedback is request
How to Edit the Peers Submitting FeedbackA guide on editing the peers who will be requested to provide feedback for a review participant.
How to Respond to Peer FeedbackA guide for peers of all permissions to respond to a peer feedback request
Peer Feedback AnonymityHow peer feedback can be made anonymous in review cycles
How and when do I see peer feedback in my review?Learn when peer feedback will be available in your review
What are Charlie templates?What are Charlie templates and how do you use them
Review Templates on CharlieWhat are Charlie templates and how do you use them
How to Edit a Review TemplateA guide to editing review templates on Charlie
How to Create a Custom TemplateA guide for Admins to create custom templates that best fits their review process
How to Schedule a Review CycleA guide for Admin permissions on creating review cycles.
Updating Draft Review CyclesA quick guide on how to update a draft review cycle that cannot be run yet
How to Add People to Review CycleA guide to adding new participants in a review cycle
How to Change ReviewersA guide to update the reviewer in a review cycle
How to Complete a review as a ReviewerA guide for Reviewers (regardless of permissions) on completing their review steps.
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.
When is a Review CompletedWhat is counted as a 100% complete review
Goals
Empower your team to store and track their goals and OKRs on Charlie
Store and track Goals in CharlieCheck out our new Goals feature to help you track and store employee goals
One-to-ones (HR advice subscribers)
Understand how Charlie's one-one tool can help support conversations between employees and managers
One-to-Ones Line Managers' Nudge ToolUsing the nudge tool to invite team members to share talking points
How One-to-Ones WorkUsing one-to-ones to create and resolve shared talking points