Starting a review in Teamflect is simple and convenient. Administrators can now launch one-time reviews directly from the Reviews module in the app, without needing to access the Admin Center. This makes it easy to conduct quick performance check-ins, probation reviews, or project-based evaluations.
Step 1: Open the Reviews Module
From Microsoft Teams, navigate to Teamflect → Reviews using the left navigation bar.
Click the New Review button in the top right corner.
From the dropdown, select New Review.
Only administrators will see this option.
Managers who click New Review will be directed to the Review Card for their direct reports instead.
Step 2: Add Reviewees and Reviewers
In the editor, give your Review Cycle a name, then select a review template.
A pop-up will open with empty Reviewee and Reviewer fields.
Select a Reviewee:
Global Admins can select anyone in the organization.
Scoped Admins can select users within their scope.
Once a Reviewee is chosen, their direct manager is automatically added as the Reviewer.
You can manually change the Reviewer if needed.
💡 Tip: Use the Add Reviewee button to add multiple employees at once. Each click creates a new row with Reviewee and Reviewer fields. Rows can also be removed with the X button on the right.
Step 3: Configure Review Settings
Once Reviewees and Reviewers are set, configure additional details in the popup:
Review Period: Define the date range to be evaluated.
Notes to Reviewees: Add a message that will appear in the review notification (optional).
Due Dates: Set deadlines for the reviewee, the reviewer, and the finalization of the review.
Step 4: Review Template Details
On the right-hand side of the pop-up, you’ll see the template details, including:
The selected template name.
Visibility settings for the review.
Included review sections and questions.
A preview option to review questions before sending.
Step 5: Send Reviews
The Send Reviews button updates based on the number of reviewees:
Example: If 2 reviewees are added, the button will display Send 2 reviews.
If any Reviewee doesn’t have a Reviewer assigned, the button will be disabled.
Hovering over the button will display a tooltip: “Please select reviewer.”
Once Reviewees and Reviewers are selected, click Send Reviews.
A confirmation pop-up (“Are you sure?”) will appear.
After confirming, the reviews are created successfully. A success popup will show a link to the review detail page in the Admin Center.
Mobile Experience
On mobile, Reviewee and Reviewer rows are displayed inside collapsible boxes for a cleaner view.
Use Cases
Admins can use one-time reviews in several scenarios:
Probation Reviews: Assess employees at the end of their probation period.
Project-Based Reviews: Evaluate contributions right after completing a major project.
Performance Check-Ins: Provide quick, ad-hoc reviews between regular review cycles.
Best Practice Recommendation
Use one-time reviews when you need flexibility or immediate feedback. For long-term performance tracking and consistency across teams, rely on scheduled review cycles instead.