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 (under 'Your checklist' > 'Tasks) or in 'Reviews' > 'Dashboard' list in the Reviews module, as well as in an email, Slack, or Microsoft Teams notification (if relevant).
Writing answers
When you will start filling 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 'Actions' > 'Download PDF' at the top of your assessment.Â
Declining an invitation to give peer feedback
Suppose you want to decline an invitation to give peer feedback. In that case, you can decline to participate by opening the review you have been invited to as a peer, clicking 'Actions' on the top right, and selecting 'Decline Request'.