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Module: Reviews

Persona: Employee

Create your own Review

StaffCircle allows users to request their own reviews (121’s, catch-ups for example). In this lesson you will learn how to set up your own review. What reviews you are able to create yourself will depend on how your platform has been configured.

Step One

Navigate to the Objectives and Reviews area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon.

If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Objectives & Reviews ➡️Reviews

Select the ➕ next to Reviews and skip to step four of this guide.

Step Two

Click on the REVIEWS tab at the top of the page to get to the reviews section of the platform.

Step Three

Click on the circle ‘+’ button in the top right-hand corner of the screen. This will open up the ‘Add Review’ pull-out drawer.

Step Four

You can now configure the review.
Please refer to the grid at the bottom of this page for further details.

Step Five

Once the fields have been configured, click the ‘Save’ button at the bottom of the form.

Step Six

The review will now appear as a new tile under your open personal reviews. The Reviewee (you) and your line manager (Reviewer) will also receive an email notification including a calendar invitation to the review.

Field NameDescription
Review TypeThe type of review you would like to set up (i.e 121, weekly check-in etc.). These are derived by pre-defined templates.
TitleThe name or title of the review. This is pre-populated by the template, but can be amended.
DescriptionA brief description to explain what the review is about. This is pre-populated by the template, but can be amended. Note that this is not the agenda for the review itself.
Due DateThe date that you would like the review to take place.
Time of ReviewThe time you would like the review to take place. Note this is a non-mandatory field and leaving this field as blank will default the invitation to midday of the due date.