Starting a new review in Teamflect is simple and efficient. Whether you’re managing performance evaluations or collecting feedback for a new hire, Teamflect offers an intuitive way to create and manage reviews. This guide walks you through each step to help you get started smoothly.
Step 1 – Open the Reviews Module
If you want to start a new review, open Teamflect's Reviews module by using the left navigation bar.
Step 2 – Create a New Review
Click New Review at the top right of the screen.
Teamflect Administrators can select New Review for all company & automation or New Review.
Regular managers can only create reviews for their direct reports.
Only Teamflect Administrators can select "New review for all company & automation" and "New Review". Click here to learn more.
Step 3 – Enter Review Details
In the pop-up window:
Add a Review Name.
Select the appropriate Review Template (these are created by your company’s administrators).
Select direct reports from the dropdown.
If you need a new template, reach out to your Teamflect administrator. Not sure who that is? You can check our article.
Step 4 – Set Review Period and Notes
Define the Period Under Review (date range covered by the evaluation).
Add optional Notes to reviewees to provide context or guidance.
Step 5 – Assign Due Dates
Choose:
The reviewee’s due date (deadline to submit self-review).
The reviewer’s due date (deadline for the manager/reviewer).
The finalization date (when the review should be fully completed).
Step 6 – Preview Template Details
On the right-hand side, you’ll see:
Template name
Visibility settings
Sections included
You can also preview the specific review questions before creating the review.
Step 7 – Create the Review
Click Create Review to launch the review process.
Use Cases
Onboarding check-ins: Use new-hire review templates during probation periods.
Performance evaluations: Standardize manager and employee feedback during annual or mid-year cycles.
Development reviews: Run ad-hoc reviews focused on growth and career progression.
Best Practice
Define clear due dates and include notes to reviewees to set expectations upfront. This helps ensure reviews are submitted on time and discussions are more productive.