Writing an assessment as a peer or direct report

Finding an assessment

If asked to write a peer or direct report assessment for someone in your company, you will see a corresponding to-do in your Home tab, in your 'Open tasks' list in the review module, as well as in an email, Slack, or Microsoft Teams notification (if relevant).

Writing answers

Clicking on the 'Open tasks' item, you will arrive at a screen like the screenshot below, where you will fill in your assessment. You will first see a collapsed view of every question. You can click to expand and answer each one. Some questions are linked to a scale, while others may only require a comment.

While writing your answers, you can access all (visible) goals, meetings, previous instant feedback, and previous assessments for the reviewee via the context panel.

Your progress is saved automatically. You can leave the assessment as a draft and go back and complete it at a later stage. At this stage, nobody else can see your answers.

To learn more about giving valuable feedback, check out our playbooks, "How to Give Constructive Feedback to Employees" and "How to Write an Employee Performance Review."

Finalizing your assessment & visibility

Once you have answered all mandatory questions, you can submit the assessment by clicking the purple 'Finalize' button on the bottom right-hand side of your screen. Doing this will mark it as complete for administrators. Before submitting, check who will see your answers by hovering over the question mark next to 'Finalize' at the bottom-middle of your screen.

Please note: Cycles will be closed automatically two months after the development talk deadline.

Accessing the assessment at a later stage

You can export all answers as a PDF file by clicking 'PDF' at the top of your assessment. Your responses will also be accessible in the 'Your Assessments' > 'Completed / Past' section in the 'Reviews' tab.