Use Reviews to manage performance and foster growth

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

27 articles in this collection
Written by Joe Hodges and Madison Metersky

Testing out Reviews

Written by Joe Hodges
Updated over a week ago

Introducing Charlie Reviews to your team

Written by Joe Hodges
Updated over a week ago

How to change reviewers

Updating the reviewer

Written by Joe Hodges
Updated over a week ago

When is a review completed?

What is counted as a 100% complete review

Written by Joe Hodges
Updated over a week ago

Visibility of answers

Who can can see answers and when?

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

Written by Joe Hodges
Updated over a week ago

How reviews work & best practice

Gather and store peer feedback in Charlie reviews

New Feature! You can now collect, request, and store peer feedback in Charlie to better inform and run a fair review process

Written by Joe Hodges
Updated over a week ago

The Charlie approach to running a review

A method that leads to growth and development

Written by Joe Hodges
Updated over a week ago

Implementing Reviews with Charlie

Not sure which template to use or how often to run reviews?

Written by Joe Hodges
Updated over a week ago

Charlie’s advice on review scheduling

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

Written by Joe Hodges
Updated over a week ago

WEBINAR: How to get the most from Charlie's new Reviews

Written by Joe Hodges
Updated over a week ago

Running probation reviews

How to run probation reviews using Charlie

Written by Joe Hodges
Updated over a week ago

Review templates

What are templates

What are templates and how do they work

Written by Joe Hodges
Updated over a week ago

What are Charlie templates?

What are Charlie templates and how do you use them

Written by Joe Hodges
Updated over a week ago

Creating a template from scratch

How to create a custom template from scratch

Written by Joe Hodges
Updated over a week ago

2 way vs. 1 way feedback templates

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

Written by Joe Hodges
Updated over a week ago

Editing a template

How to edit a template

Written by Joe Hodges
Updated over a week ago

Templates, roles and permissions

Who is able to view and administer templates?

Written by Joe Hodges
Updated over a week ago

Launching or scheduling a review cycle

What is a review cycle

What is a review cycle, who can view them and what states can they be in?

Written by Joe Hodges
Updated over a week ago

How to create reviews

Setting up a review cycle

Written by Joe Hodges
Updated over a week ago

How to add people to a review cycle?

Adding people to a review cycle that has already been created

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

Written by Joe Hodges
Updated over a week ago

Scheduling a review meeting

Scheduling the meeting happens outside of Charlie

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.

Written by Madison Metersky
Updated over a week ago

Change the template used in a review cycle

How to change a review cycle template

Written by Joe Hodges
Updated over a week ago

Change the start date of a review cycle

How to edit a review cycle’s start date

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?

Written by Joe Hodges
Updated over a week ago