Starting your own review in Teamflect allows you to take ownership of your performance evaluation process. Whether you want to reflect on your progress, request feedback, or initiate a development-focused review, Teamflect makes it easy to create your own review in just a few steps.
This guide walks you through how to self-initiate a review from start to finish.
1. Open the Reviews Module
To start a new self-review, open the Reviews module from the left navigation bar.
2. Create a New Self-Review
Click New Review at the top right corner of the screen.
Note: Depending on your role, you may see additional options after clicking this button.
3. Enter Review Details
In the pop-up window:
Enter a Review Name
Select the appropriate Review Template (these are created by your organization’s administrators)
Select a Reviewer
If you need a new template, reach out to your Teamflect administrator. Not sure who that is? You can check our article.
4. Set Review Period and Note
Define the Period Under Review (the date range covered by the evaluation)
Add an optional Note to the reviewer to provide context or guidance
5. Assign Due Dates
Choose:
The Reviewee’s Due Date (deadline to submit the self-review)
The Reviewer’s Due Date (deadline for the reviewer to complete their evaluation)
The Finalization Date (when the review should be fully completed)
6. Preview Template Details
On the right-hand side, you will see:
Template name
Visibility settings
Sections included
You can also preview the specific review questions before creating the review.
7. Create the Review
Click Create Review to launch the review process.
Use Cases
Self-initiated performance reflection
Employees can start their own reviews to reflect on achievements, challenges, and overall performance outside of scheduled review cycles.Proactive feedback requests
Users can initiate a review to request structured feedback from their manager or peers on specific projects, skills, or time periods.Goal and development tracking
Employees can create reviews to evaluate progress toward personal goals and identify areas for growth and development.