Create and Run a Performance Review Using AI Templates

1. Access your company’s performance review dashboard here to begin managing evaluations.

2. Switch to the Templates tab to streamline performance reviews with reusable formats.

3. Click Create Template to start designing a new review form tailored for your team.

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5. Generate your review questions instantly with AI for a consistent and unbiased approach.

6. Select this suggestion to easily add questions focusing on customer service and communication skills.

7. Tap Generate AI Suggestions to polish your template with best-practice questions and ideas.

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9. Review or fine-tune the suggested communication and customer service question here.

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11. Mark this question as required to ensure every reviewer provides a response.

12. Toggle to define if this question is mandatory or optional for evaluators.

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14. Customize whether this question must be answered to submit the review.

15. Save your new template to make it ready for future reviews.

16. Edit your template anytime to keep your review process current and effective.

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18. Enable the Rating (1-5) scale to gather clear, quantifiable feedback for this question.

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20. Set this question as required to make sure it's always addressed in reviews.

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22. Allow written feedback alongside ratings for richer insights on this question.

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24. Add a 1-5 rating scale for quick and easy assessment of employee skills.

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26. Choose Multiple Choice to make responses quick and uniform for this evaluation.

27. Add helpful notes or instructions for this specific question if needed.

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29. Edit or create your second multiple-choice option to customize employee evaluations.

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31. Enable Multiple Choice here to offer clear answer options for Question 5.

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33. Choose the best response type to capture feedback for this question.

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35. Personalize your multiple-choice answer options right here for detailed feedback.

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37. Update your template to save all recent improvements and edits.

38. View and manage review periods here to keep your performance cycles organized.

39. Start a new review cycle for your team by clicking Create Period.

40. Enter a unique period name to identify your upcoming review cycle.

41. Select a review template to define the structure for this review period.

42. Choose the Annual Performance Evaluation 2025 template for this review cycle.

43. Assign this template to your new review period for seamless evaluations.

44. Set the end date for the review period to define your evaluation timeframe.

45. Choose how often this review period recurs to fit your team's rhythm.

46. Set your reviews as Annual for consistent, in-depth feedback each year.

47. Opt for Quarterly reviews to keep employee feedback timely and actionable.

48. Mark the review period as Active so your team can start submitting feedback.

49. Set the period as Completed to indicate that all reviews and evaluations are finalized.

50. Switch to Reviews Overview for a complete snapshot of your team's progress and feedback cycles.

51. Visit the Team section to monitor performance scores and recognize top contributors.

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53. Click on a team member for a deep dive into their individual performance stats.

54. Review detailed feedback and progress for each team member right here.

55. View or adjust the evaluation template to ensure alignment with organizational goals.

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57. Confirm the review period and template to maintain clarity during evaluation.

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59. Give top marks for exceptional communication and stakeholder engagement.

60. Select a score of 4 for strong, professional customer service skills.

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62. Rate the employee's customer service as above average but just shy of perfect.

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64. Provide a rating for real-life examples of excellent customer service.

65. Use this dropdown to easily record observed improvements over the review period.

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67. Add personalized written feedback to highlight employee growth and achievements.

68. Click Submit Review to finalize and support your employee's professional journey.

69. Finalize and submit the employee’s performance review with a single click.

70. Confirm your submission to complete the performance review process securely.

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73. Go back to performance reviews dashboard

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76. You view or download submitted reviews by managers as PDF files for record keeping.

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78. Close the viewer once done.

79. If you want managers to rewrite a portion of the review, you can re-open any review (HR and admins only).

80. You will always be asked to confirm this action.

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