Teamflect

Step-by-step guide on initiating a new review cycle in Teamflect from the Teamflect Admin Center.

How can I configure a review template and start a cycle?

Admins can easily send test reviews in Teamflect for quality checks. Here’s a quick guide!

How can I send a test review?

Admins can delete test reviews in Teamflect by opening the review and selecting "Delete" from the ellipsis menu.

How can I delete test reviews?

Start one-time reviews directly in Teamflect without using the Admin Center.

How to Start a Review Without Going to the Admin Center

Learn how to disable manager-initiated reviews in Teamflect and centrally manage the review process.

How can I restrict our managers from initiating new reviews?

Learn how to update review templates and apply changes to ongoing cycles in Teamflect.

I've made changes to a review template. How do I apply this to the ongoing cycles?

Control which user attributes appear in reviews and printouts for better context.

How to Display User Attributes in Reviews and Printouts

Learn how to filter users by attributes in Teamflect when creating and launching review cycles.

How to Filter Users by Attributes When Starting Review Cycles

Learn how to control and restrict AI usage in Teamflect reviews to align with your interview and evaluation policies.

How to Manage 'Enhance with AI' Option in Review Responses

Learn how to enable AI-generated goals in Teamflect review templates for smarter goal setting for upcoming periods.

How to Enable AI-Based Goal Creation Suggestions in Reviews

Easily Restrict Which Goal Types Reviewees Can Choose in Teamflect Reviews

How to Restrict Goal Types in the Goal Creation Section of Reviews?

Learn how to enable and use AI to summarize 360-degree feedback in Teamflect reviews.

How Do I Use AI to Summarize 360-Degree Feedback in a Review?

Learn how to bulk upload 360-degree feedback providers and receivers via CSV in Teamflect reviews.

How to Bulk Upload 360-Degree Feedback Providers in Reviews

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Initial set up guide for general settings and a guide for setting up customized review forms. 

Review Module and Template Customization

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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