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How can I filter the users by their attributes when starting review cycles?
How can I filter the users by their attributes when starting review cycles?
Isabella R. avatar
Written by Isabella R.
Updated over a week ago

When initiating review cycles in Teamflect, you may want to target specific users based on their attributes such as department, location, or managerial status. Here's how you can filter users by their attributes:

Selecting Reviewees

  1. Start the review cycle creation process as usual.

  2. When prompted to select reviewees, choose the option "Filter users by attributes."

Applying Filters

  1. In the filter users by attributes section, you'll find default attribute filters such as department, location, or managerial status.

  2. To apply a filter, click on the dropdown menu next to the attribute you want to filter by, and select the desired option.

If you need to add additional filters, click on the "Add filter" button.

Adding New Filters

  1. Click on the "Add filter" button to add a new attribute filter.

  2. Choose another attribute type from the user attributes list that appears.

Once selected, apply the filter as previously described by choosing from the available options in the dropdown menu.

  • Once you've applied the desired filters, review the list of users who match the specified attributes.

  • Confirm that the filtered users are the ones you intend to include in the review cycle.

Sending Reviews

  • Proceed with completing the review cycle creation process as usual.

  • The review will only be sent to the users who have the specific attributes you filtered for.

By following these steps, you can effectively target and send out reviews to only selected users with specific attributes, ensuring that the feedback process is tailored to your organization's needs and goals.


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