15Five Client Performance Review Cycle Setup (Delivery)

15Five Client Performance Review Cycle Setup (Delivery)

1. 01

   Access the Admin Dashboard and navigate to Performance > Review Cycles

   From the left sidebar, select Performance, then Review Cycles. Click 'Create New Cycle' to start configuring the review period for your client.

2. 02

   Configure the review cycle settings

   Set the cycle name, start and end dates, and choose the review type (e.g., annual, quarterly). Enable 'AI-Assisted Reviews' to allow the system to draft summaries based on employee inputs.

3. 03

   Define rating scales and competencies

   In the 'Rating Scales' tab, either select a pre-built scale or create a custom one. Add competencies relevant to the client's roles, such as 'Communication' or 'Project Management'.

4. 04

   Assign participants and managers

   Under 'Participants', import employee lists via CSV or sync from the HRIS (e.g., BambooHR). Ensure each employee is mapped to a manager for the review workflow.

5. 05

   Set up 360° feedback templates

   Navigate to Performance > 360° Feedback and create a template with questions for peers, direct reports, and managers. Assign the template to the review cycle.

6. 06

   Enable manager check-ins

   In the 'Check-ins' section, configure weekly or bi-weekly check-in reminders for managers. These will appear in the manager's dashboard and feed into the review data.

7. 07

   Test the review cycle with a pilot group

   Before launching, select a small pilot group of employees to run a test cycle. Verify that AI-assisted summaries generate correctly and that notifications are sent to the right users.

8. 08

   Launch the cycle and monitor via Insights Dashboard

   Once testing passes, click 'Launch Cycle'. Monitor progress and engagement through the Insights Dashboard, which shows completion rates and AI-generated trend alerts.