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Admins: Confirm Employee Data Before a Review Cycle

Ensure departments, roles, and managers are correct

Before launching a review cycle, make sure your employee data in Zal.ai is accurate and up to date. Incorrect data directly affects how your review cycle runs.

This article is relevant to: Admins

Feature: Settings

What to Check

Department – Determines which employees are included if you're segmenting your cycle by team.

Role – Determines what each person can see and do.

Manager – The manager assigned to each employee is the person responsible for completing their performance review. It's important these relationships are correct.

Steps to Review Employee Data

  1. Navigate to Settings → Users.
  2. Click Export to download your full user list.
  3. Review the data in the exported file.
  4. Make updates as needed (see below).

Making Updates

One-off changes: Click on a person's name and update their settings directly.

Bulk updates: Edit the exported file and re-upload it using the Import option.

Tip: Complete this verification at least a week before launching your review cycle to give yourself time to fix any issues.