Adding a new review (individually)

Via the Admin Centre

Go to the Administration centre > Reviews tab.

Now click Add a new review, a pop-up window will appear where you can add your review details.

Complete the pop-up form with the review details, you can even choose for an email notification to be sent to the reviewee and manager directly by ticking the check box available. 

You can also edit reviews from the employee's Reviews tab (a) or from their manager's Team tab (if they don't already have a review in progress (b). 

a)

b)

You will be able to find the newly added review at any time either from the employee's profile under their reviews tab or from the Administration Centre using the search and filter tool in the Reviews tab.

Note:

If you're using Review Groups, the form will need to be toggled on in the Administration Centre > Review Groups > Forms that can be used at any time before you will be able to select it here. If you allow managers to set up reviews, any forms that you make available will be visible to them too.