✍️ How to create and manage Review Cycles?
How to create, customize, monitor progress, review and share the Review cycle in Plai. 🎥 Here's a quick video on how to do it: The detailed articles on each step: How to create a new Review Cycle How to monitor the Review Cycle progress How to write responses asSome readersContext panel in the reviews
How to use the context panel in performance reviews 💡 Reviewing colleagues’ performance can be challenging - especially if some time has passed since you last gave feedback to them. With the “Context panel” in Plai, you get instant access to past data about all the goals, feedback, and meeting notes to help you write well-informed, fair assessments. Here’s how you can use the context panel: 💁🏻♂️ For all review participants: When assessing yourself, peer, or direct report, revisit pFew readersHow to create a new Review Cycle
To create a Review Cycle, you need to have the HR access level (edit access levels in People menu item). Go to menu item Reviews, tab Manage. Press New review cycle Configure the cycle params: 1) Name & Introduction Name - how the review will be called; Introduction - text reviewers will see before writing the review; 2) Participants ReciFew readersHow to monitor the Review Cycle progress
As an HR, go to tab Reviews → Manage. Click on the review cycle row that is in the status "In progress". You'll navigate to the "Review cycle progress screen". On this screen you will see: List of participants And the status of their responses: Not started (gray ◻️ ) In progress (orange 🔶) Submitted (green 🟢) No response (red 🛑) You can monitor the PrFew readersHow to write responses as a reviewer
As a reviewer, you'll receive an email asking to write responses when the review cycle starts. You can also view all the reviews where you participate in the tab Reviews → My reviews. Press Write reviews (or Continue writing) to start writing the review.Few readersHow to view results when shared with me
As a recipient As a recipient, if the review results are shared with you, you will be notified by email (and receive the link in the email). 👀 You will also be able to find all your review results in the tab Reviews → My reviews. You will see a button View your results on each review cycle card where your results are available. (https://storage.crisp.chat/users/helFew readersScored Attributes in Review Cycles
Here's a quick video demo about the Scored Attribute feature in Plai. Make your reviews even more powerful and get insightful analytics using Scored Attributes. 🚀 You can now add the Scored attributes to your Linear Scale questions, assign the weights, and build Radar Chart to compare the scores from peers, managers, and self-evaluation.Some readersReview Analytics in Plai
Here's a quick video demo about the Review Analytics feature in Plai. 📊 Analyze your review results, get powerful insights and help your team perform better together. Or if you prefer text, keep reading our guide below. How to use the HR analytics 📊 Before you begin, make sure you have Admin, HR Admin, or HR manager permissions. In the "Analytics" tab, select one or multiple review cycles for analysis. Pick up to 1Some readers