Administration/Configuration

Configuring Reviews

Review configurations can be found by clicking the three lines in the top left and selecting "Company Settings".

To create a review cycle, these things must be configured:

1. Questions (configured in the "Library" tab)

2. Templates (configured in the "Library" tab)

3. Performance Drivers (configured in the "Reviews" tab)

4. Cycles (configured in the "Reviews" tab)

To learn how to configure questions and templates, head to the "Library" page.

Library and Surveys

Performance Drivers

Performance drivers allows you to create a quantifiable metric to include as part of a review cycle. This can be made up of either questions (from the library) that the manager answers or data from the Crewmojo system. It's an easy way to automate the process of weighting and calculating what's important to your performance review process.

Click on "View" under "Performance Drivers". Once again, this will bring up the library of performance drivers that can be used as part of review cycles. Click "Add a Performance Driver".

A new configuration window will pop up with some explanatory text clarifying the nature of a performance driver. Give your performance driver a name a click "Next".

Now you need to decide what is going to make up the score of this performance driver. This can be as simple as one manager answer or one Crewmojo data point, or as complex as any number of data, all custom weighted.

Click on "Add Contributing Factors" and choose either a question or a platform data point. We'll run through both now.

Choosing "Rating Questions" will require you to choose a rating question from the library. Only rating questions will work because the answer needs to contribute to a quantifiable performance metric, something text or multiple choice answers will not be able to do. Select all the relevant questions, keeping in mind the manager will be answering them to determine the performance driver, and click "Done".

Choosing "Crewmojo Data" brings up the following dialogue box in which you can select which of the platform's data you wish to contribute to the score.

Once you have added all the contributing factors, they will be listed. Use the up and down arrows to adjust their order and and the three dots if you wish to remove any.

By default, each factor will have a weighting of 1. Say I wanted the manager rating to be weighted equally to all the Crewmojo data combined, I could set the question's weighting to 3 and leave the rest as 1.

Once you have configured, click "Next" and "Save to Library".

Cycles

Cycles is where all your previous work comes together. This is what will show up in people's review tiles in the platform.

Click on "View" under "Cycles". The cycles library looks much like the others, but also shows the status of each review cycle.

Click "Add Cycle". Give it a name and optionally some instructions. Unlike with objectives, the start and end date for review cycles are both custom inputs. Simply click on the field and a calendar will pop up, allowing you to select the desired date. Click "Next".

Now select who will be reviewed in this cycle. You can select from the entire list of individuals, or speed up the process by selecting a team. If you select a team, the entire team will be added as individuals, so you can remove any who is not relevant.

For example, by selecting the Beatles team, I am included as the team leader. When I click "Done", the list of people I have selected will show everyone as individuals, so I could then click the "x" next to my icon to exclude myself.

Click "Next" to continue.

Now you select who will be filling out the reviews. Currently there are options for downward-reviews, self-reviews and peer-reviews. For this example we'll select self and downward reviews.

For each reviewer selected, you must choose a template (the question groups we made earlier) for the reviewer to complete. Click on the add button and select from the list. You also need to confirm a specific due date for each reviewer. In this case, I've set the self-review to be due a week before the downward review. This would give the manager time to read the self-review before completing their review. Once you are done, click "Next".

Update: Upward reviews are back! If the reviewee is a manager, your selected template will be sent to their direct reports.

Keep in mind, peer or direct report reviews will require you to choose the level of anonymity these reviews will be treated with.

Now you are able to add performance drivers. Use the switch to toggle performance drivers on/off. Click the add button as will the templates to select which performance driver(s) to use. You can use multiple. There is a checkbox for each to specify whether the employee can see the score the manager has given them for the performance driver. Click "Next" to continue.

Now you have three options which are fairly self-explanatory. If you select "Only HR can share the review pack with reviewees", the third question will be greyed out. Click "Next".

Finally, you may choose to hide the average of rating questions from a review pack, as for some organisations this will be irrelevant information. There is also the option to create a 1-on-1 triggered by the completion of the key stages of the review process. Use the dropdown to choose what meeting type to trigger. Click "Next" and "Save as Pending".

The cycle will now be saved in the library as "Not Started". You need to click on the three dots on the right and select "Start".

You can manually end a cycle that is in progress by clicking the three dots and selecting "End or End & Share".