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Overview

A review cycle defines who is reviewed, which questions they answer, who provides feedback, and when the work opens and closes. Use a cycle to coordinate a company-wide, department, or selected-employee review process.

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Who can use this

  • Company admins in companies where the reviews module is enabled

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Before you start

  • Create a review template if you want to reuse questions.
  • Choose a launch date and a completion deadline. The deadline must be on or after the launch date.
  • Confirm that each selected reviewee has an eligible reviewer if the cycle includes reviewer questions.

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Create and schedule a cycle

  1. Open Reviews from the company sidebar.
  2. Open Review cycles and click Create review cycle.
  3. In Basics, enter the cycle name and optional description.
  4. In Questions, load a template or add the reviewee and reviewer questions you need.
  5. In Scoring, choose No score, Final reviewer rating, or Custom question weights.
  6. In Participants, choose All active employees or Specific employees.
  7. Select individual employees when you chose Specific employees. You can search by name and filter by department.
  8. In Timeline, set the Launch date and Completion deadline.
  9. Review the cycle overview and use Save draft if it is not ready, or click Save & schedule.

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Configure review outcomes

When you load a template, its Review Outcome choices are copied into the cycle. You can change the choices for this cycle while it is a draft; those changes do not affect the template or other cycles. Outcomes are available when the cycle includes reviewer questions or a final reviewer rating. Scheduling fixes the cycle’s outcome choices. When a review is ready for finalization, its reviewer must choose one of the configured outcomes and provide a completion summary. If a required outcome is missing, the review stays incomplete until the reviewer selects one. In the cycle’s Outcomes stats, you can see how many completed reviews received each outcome. Incomplete reviews are not included in these counts.

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Choose how ratings are scored

For Custom question weights, set the reviewee and reviewer weights separately. Rating-question weights for each audience must total exactly 100%. A rating question can have a 0% weight, and text questions do not have weights. Teamper rounds calculated scores to one decimal place. A reviewee’s self-rating never affects the official reviewer score.
Scheduling freezes the scoring mode, final-reviewer question, question set, and weights. Check them before you click Save & schedule.

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Assign and manage reviewers

Reviewer questions require an assigned reviewer for every included reviewee. During setup, Teamper highlights participants who do not have a reviewer. Open the cycle roster to assign or change reviewers before the cycle launches. If an employee is no longer eligible to participate, remove or replace that employee in the roster. A scheduled cycle cannot launch while it has a participant who is no longer eligible.

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Understand cycle timing and status

  • draft: only admins can access the cycle while it is being prepared.
  • scheduled: the cycle is ready and waits for its launch date.
  • active: participants can open and submit their assigned reviews.
  • closed: the cycle no longer accepts changes.
On the launch date, Teamper opens the cycle and sends reviewees and reviewers an Inbox task and email notification. At the completion deadline, incomplete reviews can no longer be submitted when the cycle closes. Admins can monitor completion from the cycle roster and close an active cycle when the review process is finished.

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Troubleshooting

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I cannot schedule the cycle

Check the cycle name, dates, participant selection, and question setup. Add a completion deadline on or after the launch date. If reviewer questions are included, assign a reviewer to each participant who needs one. For custom weights, confirm that rating questions total 100% separately for reviewees and reviewers.

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A participant cannot open a scheduled review

Scheduled reviews remain unavailable until the launch date. Check the cycle state and ask the participant to open the task from Inbox after the cycle becomes active.

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I need to change questions after scheduling

You cannot change cycle questions or instructions after scheduling. Create a new draft cycle or use a different template for future reviews.

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A reviewee cannot see the official score

The official score comes from reviewer ratings. If it includes a private reviewer question with a positive weight, the reviewee cannot see that official score.