CharlieHR

Alexandros Tofarides

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

Team Member Development 

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?

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

Choose between 5 point scale or free text responses on your review templates

Scale or free text responses on review templates

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

Check out our new Goals feature to help you track and store employee goals

Store and track goals in Charlie

Empower your team to store and track their goals and OKRs on Charlie

Goals

Using the nudge tool to invite team members to share talking points

One-to-Ones Line Managers' Nudge Tool

Using one-to-ones to create and resolve shared talking points

How One-to-Ones Work

Understand how Charlie's one-one tool can help support conversations between employees and managers

One-to-ones (HR Advice Service)

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.