Learn to nominate employees to provide feedback for peer and upward reviews in performance review cycles.

Before you start

Peer reviews

Once you add peer reviews to a cycle, and the activity starts, you can nominate employees to provide these reviews.

To nominate employees for peer reviews, you need to be:

• An Administrator, or an employee with edit rights for cycles. In this case, you can nominate employees in all cycles.
• The assigned supervisor (the provider of manager reviews) in a review cycle.

Upward reviews

When adding upward reviews to a cycle, you have these options:

• Automatically select the relevant direct reports from the orgchart, to ensure comprehensive feedback. They write the review for their direct manager.
• Automatically select all reports who receive a manager review from a custom reviewer. The custom reviewer becomes the recipient of the upward review.
• Have supervisors' supervisors do the selection. If you selected an additional manager or a custom provider for a manager review, it’s their supervisor who can do the selection.

To nominate employees for upward reviews, you need to be:

• An Administrator, or an employee with edit rights for cycles. In this case, you can nominate employees in all cycles.
• The supervisor of whoever is assigned to write the manager review.

To follow the instructions below for upward reviews, you need to enable the manual nomination.

Nominate feedback providers for peer reviews

Option 1: Review participants’ nominations

You can enable cycle participants to nominate their peer reviewers, with the manager’s approval. If this option is active, you need to approve or reject the nominations proposed by your direct reports.

To do so, follow these steps:

1. Go to Performance > Review cycles.
2. Click the relevant cycle.
3. The cycle overview page opens. Under Peer review, click the relevant review request.
4. Approve or reject the nomination.

Option 2: Nominate feedback providers directly

If you enabled direct peer review nominations from the supervisor, you need to assign peer reviewers for your direct reports in the cycle:

1. Go to Performance > Cycles.
2. Click the relevant cycle.
3. The cycle overview page opens. Check the Peer reviews column. Click Add next to a participant who does not have a reviewer yet.
4. Select the reviewer.
5. Repeat these steps as needed.

You can also nominate peer reviewers from the manager review page:

1. On the left side bar, click Performance.
2. If you have already started a draft, you can find it under Unfinished feedback. Otherwise, click Tasks.
3. Click the relevant manager review task.
4. The manager review page opens. On the right hand side, click the plus icon next to either Peer review or Upward review. Select the relevant employees.
5. Send the request.

The selected reviewers will receive their review tasks under Performance > Tasks.

Nominate feedback providers for upward reviews

To nominate employees to provide upward reviews for their manager, follow these steps:

1. Go to Performance > Cycles.
2. Click the relevant cycle.
3. The cycle overview page opens. Check the Peer reviews or the Upward reviews column. Click Add next to a participant who does not have a reviewer yet.
4. Select the reviewer.
5. Repeat these steps as needed.

You can also nominate employees from the manager review page:

1. On the left side bar, click Performance.
2. If you have already started a draft, you can find it under Unfinished feedback. Otherwise, click Tasks.
3. Click the relevant manager review task.
4. The manager review page opens. On the right hand side, click the plus icon next to either Peer review or Upward review. Select the relevant employees.
5. Send the request.

The selected reviewers will receive their review tasks under Performance > Tasks.