Surveys & performance
Prepare a performance-review cycle
Align participants, reviewers, timing, and visibility.
For admins, managers
Before you start
Decide the purpose of the cycle and who is responsible for administering it.
What to do
- Choose the review content and perspectives appropriate to the cycle.
- Assign participants and the relevant reviewers.
- Review response deadlines, sharing timing, and any meeting or sign-off requirements.
- Explain the process to participants before asking them to complete reviews.
If something is not right
If a review is unavailable, check participant assignment, cycle state, timing, and access before treating it as a missing record.
Available controls can vary with your role, plan, workspace configuration, and connected providers. These guides do not change your company's policies.