To create a new review cycle:

For each stage, you can:

Admins can also manually assign reviewers if preferred. Once created, you can edit the cycle at any time. Once these settings are saved, you can click "Next" to set up evaluations.

You can selected premade forms from the dropdown:

To remove a question, click the trash icon on the right:

If you need to change something within your questions or forms, click "Manage Evaluations Forms":

For more information on creating questions and forms, visit this article.

Step 3 of the cycle set up is Reviewer Visibility. This allows you to select what forms and questions you want reviewers to see when filling out consensus evaluations for reviewees.

The Reviewer Visibility step is required for setting Consensus Stage visibility. Admins must choose what Consensus Reviewers are able to see in the slideouts when filling out Consensus Stage Evaluation Forms.

Select which forms to include, and which questions to show from each form. Rating questions and questions marked as Sensitive are automatically disabled from selection until the setting checkboxes are enabled.

This is also the step where you may allow consensus reviewers to see the composite scores in the reviewee slide-out:

Step 4 of the cycle is Release Visibility which allows you to select what forms and questions you want reviewees to see when the evaluations are released.

You can also choose to:

After confirming your questions, click "Next" to review your cycle details. You’ll see a summary screen where you can review your setup:

Matters can be added by clicking the Matters tab, then downloading our .csv template, filling it out, and uploading it here:

The template includes

Matters will be visible to reviewers when filling out an evaluation form via the 'View Profile' button. To view the matters associated with a reviewee as an admin, click on the reviewee's name and the slide out will appear: