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Employee Review Process – Key Elements and Setup Guide

Learn what an employee review process is and how to create one step by step. Discover the key elements that ensure consistency and effectiveness of review sessions across your organization.

Malgorzata Kirylowicz avatar
Written by Malgorzata Kirylowicz
Updated over 2 weeks ago

Employee reviews are one of the essential elements of team development management. They not only help assess employee performance but also support skill development, facilitate goal-oriented conversations, and foster a culture of feedback. To make the process effective and consistent throughout the organization, it’s best to use Review Processes — standardized templates that define how each review session is conducted.


🔄 What Are Employee Review Processes?

A review process is a standardized framework that defines how performance reviews are conducted across the organization. It ensures that every review session follows the same structure — regardless of department or position.

Within a process, you define elements such as:

  • Type of review – self-assessment or peer review

  • Questions – a set of questions completed by reviewers and summarizers

  • Deadlines – the time frame for employees to complete their evaluations and any summaries

By defining review processes properly, you ensure that evaluations are:
consistent,
fair,
easy to analyze.


🧩 Key Elements of a Review Process

  1. Review type – choose the type of feedback to be performed (self-assessment or peer review).

  2. Deadlines – set time frames for completing forms and optional summaries.

  3. Questions – prepare a consistent set of questions to ensure fair evaluation criteria for all employees.

👉 A well-designed review process helps HR analyze results and supports managers in conducting effective development conversations.


🔨 How to Create a Review Process Step by Step

  1. Go to the Configuration panel, then open the Review Processes tab in the Performance module.

  2. Click Add.

  3. Name the process, define the group of employees to be evaluated, and specify any exclusions.

  4. Define the type of review – self-assessment or peer review; set the completion deadline and additional criteria.

  5. Add questions – prepare a list of questions for employees and reviewers. You can select the question type: open-ended, scale, single-choice, or multiple-choice.

  6. (Optional) Final evaluation (direct manager assessment) – add questions and a deadline for preparing final feedback.

  7. Save the process – the ready-made template can be used to launch review sessions.


🌟 Why Use Review Processes?

  • They standardize the evaluation method across the company.

  • They save time for HR and managers — no need to create new forms from scratch.

  • They simplify analysis — easily compare results between teams and periods.

  • They promote a feedback culture — employees know what to expect and what criteria are used.


🔑 Summary

Review processes are the foundation of an effective performance evaluation system. They allow you to quickly prepare and launch review sessions, making the entire process transparent and repeatable. It’s not just an HR tool — it’s also valuable support for managers and employees in their professional development.

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