🚀 How to Create a Performance Evaluation Cycle?

To start the performance process, you first need to create a new cycle.

🔍 Where to Start?

Navigate through the menu:
Administration > Cycle Management > New Cycle

On the first page, select the “Performance Evaluation” type.

⚙️ Cycle Settings: What’s Included?

This section consists of four main categories:

1. Questions
   
   

2. Scoring
   
   

3. Agenda
   
   

4. Advanced Settings
   
   

5. Notifications

📝 1. Questions

📌 Employee and Manager Questions

Here you define the questions that will appear in the evaluation forms.

• Responder Selection:
  
  

• Manager: Only asked to the manager. Both employee and manager can view the answer.
  
  

• Employee: Only asked to the employee. Both employee and manager can view the answer.
  
  

• Both: Asked to both employee and manager. Answers are visible to both parties.
  
  

• Additional Options:
  
  

• Add a description (appears as an info icon in the form)
  
  

• Make the question mandatory
  
  

• Question types:
  
  

• Open-ended
  
  

• Multiple Choice
  
  

• Multiple Selection
  
  

💡 Note: If you do not use scoring, you must define at least one question.
The process cannot be only for employee or only for manager—evaluation must be mutual and shared.

🤝 Peer Questions

To allow managers to evaluate employees more effectively, feedback can be collected from peers.

• Peer questions can also be defined in the same three types.
  
  

• These responses are visible only to the manager, not the employee.
  
  

🎯 2. Scoring

Employees and managers can be evaluated along two dimensions: Business Results and Behavior.
You can also add a Final Score field. For detailed guidance on how Final Score works, see the related documentation link.

• Scoring Type:
  
  

• Score: Define a numeric range. The form will only allow values within this range.
  
  

• Scale: Define names for each level. Employees see only the names; managers and system admins can see numeric values.
  
  

💡 You may skip scoring if preferred.

Other Settings:

• Second-Level Manager Evaluation: If you want employees to be evaluated by both first- and second-level managers, enable this option.
  
  

📅 3. Agenda

Enter the relevant dates for the cycle:

• Employee self-evaluation deadline
  
  

• Manager evaluation deadline
  
  

• Signature opening and closing dates
  
  

These dates are important for calibration and signature processes.

🧩 4. Advanced Settings

Advanced options include:

• Guidelines: Define separate instructions for employees and managers.
  
  

• Matrix Manager Evaluation: If employees have a secondary (matrix) manager, a separate evaluation form is assigned to them.
  
  

🎯 Note: If using matrix managers, configure this before adding employees to the cycle. Otherwise, each matrix manager must be added manually.
📎 How to manually add a matrix manager?

👥 Select Participants

Finally, select which employees and managers will participate in the cycle.

✅ Final Step: Create the Cycle!

Once all steps are complete, simply click “Create”.

🎉 Congratulations! The performance evaluation cycle is now live.