Create a Performance review Part 1: Review Details and Participants

Overview

In this article, I’ll show you how to create a new review cycle, set the appropriate review type, participants, questions, and timelines, and explain the tasks each review participant has. As an employee, feel free to also read these articles: How to nominate peers and how to write feedback. 

TABLE OF CONTENTS

• Overview
• 1. Review Details
• 2. Participants

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Go to Performance Reviews > Reviews > NEW REVIEW. 

Once you’ve started the setup process, you’ll go through the following steps:

1. Review details, including review title and review type

2. Participants

3. Questions

4. Timeline and notifications

To save your work in progress, click SAVE DRAFT & EXIT in the top right. You can continue editing and finalizing the draft later.

1. Review Details

Give your review a title and, optionally, an introduction. Now select one, multiple, or all review types.

Reviewer	Description	Anonymity	Nominate reviewer
Self-Assessment	Answer questions on one’s own performance, behavior, etc.
Manager	Managers evaluate their direct reports (Top-Down Feedback)
Direct Reports	Managers are evaluated by their direct reports (Bottom-Up Feedback)	if anonymous feedback is enabled
Peer-Review	Nominated feedback providers evaluate feedback reviewee	if anonymous feedback is enabled	Two options: 1. Reviewees nominate peers from whom they’d like to receive feedback: Enable this to allow feedback reviewee to nominate their own feedback reviewer. Otherwise, nominations will be made by the participant's direct manager or admin. 2. Limit the number of nominated peers: Enable this to set a minimum and maximum number of possible nominations.

For performance reviews involving managers and direct reports, Kenjo automatically assigns feedback providers based on your company structure. Feedback providers don’t need to be feedback reviewees to participate.

Once you complete the steps, click SAVE & NEXT to continue setting up the review.

2. Participants

On the Select and manage participants page, you can choose who will receive feedback in this review cycle.

To 1.) Add participants there are two options: 

1. Use the search bar to find an employee by name.
2. Use filters to view employees with specific attributes, such as a particular location, team, or those with a manager.

• Available employees are displayed in the left column. Click (+) to add them to the review cycle. 
• In the right column, you can see all the SELECTED EMPLOYEES. You can remove participants using the trash icon or click NEXT if your selection is complete.

In the 2.) Manage Participants section, you can see an overview and assignment of review participants.

• REVIEWEES: Displays selected participants for the review cycle.
• MANAGER: Automatically selects the managers of feedback reviewees. If an employee doesn’t have a manager, the field will display No reviewer in gray. You can manually assign a feedback provider using the edit pencil icon or proceed without a reviewer.
• DIRECT REPORT: Shows all of your subordinate team members as feedback providers. No Feedback Provider indicates that the feedback reviewee has no direct reports. You can manually assign a feedback provider using the edit pencil or proceed without one.

On the right, under Summary, you’ll see a wrap up of your entered details, including the amount of feedbacks clustered by review types, e.g. 2 self-assessments or 2 manager feedbacks that will have to be given.

To continue creating your Performance review, please go this way to Part 2. Otherwise click SAVE DRAFT & EXIT in the upper right corner to work on the review later.