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Role-Based Guide: Reviews for Admins

Everything admins need to know about managing performance reviews

As an admin, you oversee the performance review process from start to finish. This guide walks through your responsibilities and the key pages you’ll use to manage review cycles across the organization.

This article contains the following sections:

This article is relevant to: Admins

Feature: Reviews

Your Review Responsibilities

From cycle configuration to review approval, admins guide the review cycle at every stage. The responsibilities below outline how you’ll oversee and support the process organization-wide. Click a linked task below to access detailed instructions.

  1. Create & Configure Review Cycles: Set timelines, define participants, select review types, configure templates, and confirm cycle settings before launch.
  2. Monitor Review Progress: Track completion rates across the organization and identify bottlenecks before they impact deadlines.
  3. Send Reminders: Prompt participants with outstanding tasks to keep the cycle moving smoothly.
  4. Review & Calibrate Manager Submissions: Evaluate submitted performance reviews for alignment, fairness, and consistency. Return reviews for edits if revisions are needed.
  5. Approve & Finalize Reviews: Approve calibrated reviews so managers can publish and share results with their direct reports.

Pages You'll Use During the Review Cycle

Throughout the review cycle, you’ll use the following pages to manage configuration, monitor progress, and finalize results.

  • Review Cycles
    • Purpose: Create and manage performance review cycles.
    • What you’ll see: A list of all review cycles, including their current status and timelines. From this page, you can create a new cycle or click into an existing cycle to manage participants and settings.
    • Access: Click the Reviews icon in your main navigation, then select "Review Cycles."
  • Task Progress
    • Purpose: Identify overdue items and keep the review cycle on track.
    • What you’ll see: The completion status of each individual review in the cycle (e.g., self, peer, upward). You can also see whether automated notifications have been sent and manually send reminder notifications as needed.
    • Access: Go to Reviews → Review Cycles, open the desired cycle, and select “Task Progress” from the left-hand panel.
  • My Team's Appraisals
    • Purpose: Monitor review progress and ensure evaluations are aligned before results are shared.
    • What you’ll see: A list of all performance reviews alongside their status (Draft, In Review, Approved, Published, or Acknowledged). At the top of the page, summary charts display the distribution of review statuses and ratings to help you spot delays or inconsistencies. You can also click into any review directly from this page to open and review it.
    • Access: Click the Reviews icon in your main navigation, then select "My Team's Appraisals."
  • Inbox
    • Purpose: Stay informed about important deadlines and review activity, including manager submissions.
    • What you’ll see: Notifications related to review assignments, submissions, approvals, and updates that require your attention.
    • Access: Click the Inbox icon located at the top of your main navigation.