Get a high-level overview of the Reviews module in Teamflect, including how to configure review cycles, participants, and question templates. This setup supports fair, consistent, and scalable performance evaluations.
Key review cycle settings
The video above gives an overview of how to set up a review cycle. Use the guide below to quickly understand the main settings and how they affect reviewers and reviewees.
Setting | What it controls | Effect on reviewers | Effect on reviewees |
Review flow/Review Type | Choose whether the cycle includes only a reviewer or both a self-review and reviewer review. | Reviewers either complete the review alone or review the employee's self-assessment as part of the process. | Reviewees complete a self-review when the self-review option is enabled. |
Hide review from reviewee | Controls whether the reviewee is notified about the review. | The reviewer is responsible for completing the review. | The reviewee does not receive a notification or access to the review. |
Hide reviewee answers from reviewer | Controls when the reviewer can see self-review answers. | Reviewers cannot see the reviewee's answers until they submit their own review, helping reduce bias. | Reviewees can complete their self-review without their answers being visible to the reviewer during the review process. |
Review period | Defines the dates covered by the review. | Reviewers evaluate performance within the selected period. | Reviewees provide their self-assessment based on the same period. |
Goal period / goals included | Determines which goals are included in the review. | Reviewers can evaluate the selected goals and their progress. | Reviewees see the goals included in their review and can respond to them where applicable. |
Overall Rating Summary | Adds an overall rating section and rating criteria to the review. | Reviewers rate the reviewee against the configured criteria. | Reviewees can see the rating section unless the admin hides it from them. |
9-Box Grid | Adds a 9-box performance/potential assessment to the review. | Reviewers or calibration participants can use the grid to assess the reviewee. | The 9-box result can be hidden from the reviewee if the admin enables that option. |
Overall comments | Adds comment fields to the review results. | Reviewers can provide shared comments and, when enabled, private comments. | Reviewees can see shared comments but cannot see private reviewer/collaborator comments. |
Calibration | Adds a calibration stage before the review is finalized. | Reviewers may receive the calibrated review back for review or editing, depending on the finalization settings. | Reviewees do not see the calibrated results until the review is released/finalized. |
Signatures | Determines whether reviewers and/or reviewees must sign the completed review. | Reviewers may need to sign before or after the reviewee, depending on the selected order. | Reviewees may need to sign before or after the reviewer, depending on the selected order. |
Finalization flow | Determines who finalizes the review after calibration. | The reviewer may finalize the review after calibration if that option is selected. | The reviewee receives the finalized review according to the configured flow. |
Due dates | Sets deadlines for the reviewee, reviewer, and finalization stages. | Reviewers see when their part is due and can be reminded if they are overdue. | Reviewees see when their self-review is due and can be reminded if they are overdue. |
Reviewees and reviewers | Determines who is being reviewed and who reviews them. | Reviewers receive reviews for the employees assigned to them. | Reviewees receive the review assigned to them and complete the required sections. |
Detailed guides
For more information about each setting, see the related articles:
How can I configure a review template and start a cycle? — Learn how to configure the review flow, questions, goals, results, signatures, calibration, and finalization settings.
What are the different review flows? — See how different review flows affect the order of self-review, reviewer review, calibration, signatures, and finalization.
How to Automate Review Cycles in Teamflect — Learn how to automatically start recurring, new-hire, or anniversary review cycles and set participant due dates.
How to Filter Users by Attributes When Starting Review Cycles — Learn how to select reviewees using attributes such as department, location, or role.
How to Manage and Track a Review Cycle in Teamflect — Learn how to track progress, check due dates, send reminders, and manage reviews after a cycle starts