It's time for your team to participate in a Best-Self Review cycle! This article walks through what a review cycle looks like for you- a review admin- from start to finish. Check out the additional resources in each section for walk-throughs and context.
This article includes...
- Before the cycle begins: set the stage
- During the review cycle: it's show time!
- The results are in...
- After the review cycle
Access and availability
⛔️ Required access to Best-Self Review®, configuration, and feature settings.
👥 This article is relevant to Review admins.
📦 This feature is available in the Perform and Total Platform pricing packages.
Before the cycle begins: set the stage
Before you create a review cycle there's some behind-the-scenes work you, a review admin, are responsible for.
Your company's global review settings dictate default settings for all review cycles you create. Check out our "Manage company review settings" Help Center article for steps on how to manage review settings, as well as context regarding what each setting entails.
Notable administrative roles include...
- Review administrators: Can manage company settings for review cycles, create review cycles and question templates, manage active review cycles, delete review cycles, and, importantly, view all submitted reviews. Review admins can also manage peers for participants and share/finalize review results with participants.
- Cycle collaborators: Have the same permissions as review admins (with the exception of creating or deleting review cycles), but only for the cycle(s) that they are added as a collaborator for.
- Custom roles: 15Five gives you the ability to create custom administrative roles that give individuals only the permissions they need. Maybe you’re holding a review cycle with every department in your company, but you want to grant someone visibility into only one group’s review results. Or perhaps you don’t want someone to have full review admin visibility into review cycles, but you want them to be able to manage review settings and cycle participants. Whatever your use case, custom roles can help you tailor review permissions in a way that works for your organization. Custom roles can be assigned at any point during a review cycle.
Help Center article 💡: Add or remove review administrators
Help Center article 💡: Add or remove cycle collaborators
Help Center article 💡: Create and assign custom Best-Self Review® roles
An answer template is a set of opinion-scale ratings that can be applied to opinion-scale questions in a question template. 15Five's default answer template is: strongly disagree, disagree, neutral, agree, strongly agree. But if you prefer to use a different scale, you can create a custom answer template.
Answer templates can be reused and applied to any opinion-scale question in a review cycle.
Question templates contain the questions that will be asked to cycle participants. Each review type (self/manager, peer, and upward) gets its own question template, meaning that there can be up to three different question templates used in a review cycle.
There are three options for adding questions to a review cycle:
- Using 15Five's default question templates
- Cloning existing question templates and making edits
- Creating custom question templates
With 15Five's Performance Ratings+ tool in Best-Self Review®, you can automate numerical scores for participants in the review cycle. This is done using a custom formula that combines aggregate scores from self and/or manager review answers. Performance Ratings+ can also be pulled into the HR Outcomes Dashboard to measure employee performance.
Performance Ratings templates are applied to question templates. Check out the "Use Performance Ratings+ in a review cycle" section of our Help Center for more information.
After the cycle
Locking a review cycle means that users will no longer be able to submit reviews or edit any details within the cycle. This should only be done when the review cycle is fully completed and all summary meetings have been held.
To confirm the cycle has been locked, go back to your ‘Reviews’ tab and check for a lock icon next to the cycle.
If you would like to view and analyze review data for specific employees, you can download or print the results from within their specific review page after the results have been shared and finalized. Check out our "Download my company's review results" Help Center article for instructions on how to do so.