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Creating and Managing Review Cycles
Creating and Managing Review Cycles

Learn how to creating and manage review cycles in the Appraisals module

StaffAny avatar
Written by StaffAny
Updated over a week ago

Contents of this article are applicable to the following users

Tier: NA

Product: EngageAny

Platform: Web

Access Level: Owner, Manager

The Appraisals module allows you to create, manage and keep track of all your review cycles on EngageAny. Say no more to physical paper reviews, being in the dark on who have yet ot submit their reviews. Gain visibility and clarity on the progress of your review cycles!

Note: We currently only support Downward Reviews at the moment.

This article will guide you through the process of creating new review cycles, managing review cycles and learning the different roles and responsibilities in a review cycle.

This guide will cover the following:

  1. Viewing Templates

  2. Creating New Review Cycles

  3. Viewing and Managing Review Cycles

    • Viewing Review Cycle

    • Different Roles, Responsibilities and Actions

    • Actions for Different Roles

      1. Cycle Statuses

      2. Review Statuses

      3. Changing Reviewers

      4. Viewing Review Results

      5. Print/Download as PDF

      6. Duplicating Existing Review Cycles

      7. Deleting Review Cycles

Viewing Templates

Note: We currently only have default templates for both Employees and Supervisors/Managers that has been vetted and suitable for F&B industry.

1) To view the templates, go to “Appraisals”.

2) Select “Templates” tab.

3) Select the template that you want to view.

Creating New Review Cycles

To create a new review cycle,

1) Go to Engage > Appraisals.

2) Select the ‘Review Cycle’ tab.

3) Select ‘Create New Cycle’.

4) Fill up the general information of the review cycle. Once done, select “Next”.

Here are some explanations of the different information required.




Cycle Name

This is what the review cycle will be called.

  • 2022 Mid Year Performance Review

  • 2022 End Year Performance Review


A short explanation on what is the purpose of the cycle.

  • This is the end of the year performance review where a downward review is to be conducted by the managers.

Start Date

The starting date that the review cycle will commence.

Template to Use

The template to be used for the review cycle.

5)Select the reviewees that will be participating in the review cycle by selecting the checkboxes. Once done, select “Next”.

Note: If the Cycle Admin is an Owner, staff from all access levels will be displayed in the list of Reviewees. If the Cycle Admin is a Manager, only Supervisors and Employees will be displayed in the list of Reviewees.

6) Assign a reviewer to each reviewee by selecting “Change Reviewer”.

Note: The Cycle Admin will be the default reviewer for all reviewees. Currently, you can only assign 1 Reviewer to each Reviewee.

In the “Change Reviewer” popup, simply select the new reviewer that you wish to assign to the reviewee. Once done, select “Next”.

7) Lastly, the Cycle Summary will display a summary of the cycle and the list of reviewees and reviewers that are participating in the cycle. Select “Publish” to publish the cycle.

8) The review cycle will be published and displayed under the “Review Cycle” tab.

Viewing and Managing Review Cycles

In a review cycle, there are multiple roles with different responsibilities and actions that they can perform.

Viewing Review Cycle

If you do not have a review cycle, you can learn how to create one here (Link to “Creating New Review Cycle” article)

To view review cycles,

1) Go to Engage > Appraisals.

2) Select ‘Review Cycle’.

Different Roles, Responsibilities and Actions

Below are the different roles and their responsibilities in a review cycle:



Cycle Admin

Responsible for overseeing and managing the review cycles


Individuals that are conducting the reviews on their respective reviewees.


Individuals that will be reviewed and assessed by their respective reviewers in the review cycle.

The table below explains the different actions that each role in the review cycle can take.




Change Reviewer

Change who needs to write the review for the reviewee

  • Cycle Admins

View Review

View the results of the submitted review

  • Cycle Admins

  • Reviewer (Only reviewees that they are assigned to)

Write Review

Write a review for the specific reviewee

  • Reviewers (Only reviewees that they are assigned to)

Print (As PDF)

Print or download the review results.

  • Cycle Admins

  • Reviewer (Only reviewees that they are assigned to)

End Cycle

End the review cycle. No more reviews can be submitted.

  • Cycle Admins

Delete Cycle

Delete the review cycle.

  • Cycle Admins

Duplicate Cycle

Duplicate the selected cycle.

  • Cycle Admins

  • Reviewer

  • Non Cycle Admins

  • Non Reviewers

Cycle Statuses

Here you can view all the review cycles that are Scheduled, Ongoing or Ended. Click on the review cycle to view its progress.

Cycle Status



The review cycle has been published but has not started yet as the start date is in the future.


The review cycle has been published and is currently active. Reviewers can complete and submit their reviews they are assigned to complete.


The review cycle has ended and inactive. Reviewers cannot complete and submit their reviews.

Review Statuses

Review Status


Awaiting Review

No review has been submitted by the reviewer. A review is required.

Review Submitted

A review has been submitted by the reviewer.

The image below shows the Review Cycle Progress. Here you can view the reviewees, reviewers and the review status.

Changing Reviewers

1) To change reviewers in the review cycle, select “Change Reviewer”.

Note: Only Cycle Admins can change reviewers.

2) Select the new reviewer.

3) Select “Save”.

Viewing Review Results

To view review results,

1) Select “View Review” to view the results.

The review results will be shown as follows:

Here is the breakdown of each part of the review result:

1) General information of the Reviewee

The top card shows the general information of the reviewee. It includes the name, roles that the reviewee holds, sections that the reviewee is assigned to, the reviewer who submitted this review and the completion date of this review.

2) Total Score and Score Breakdown

This card shows the total score that the reviewee has attained as well as the score breakdown of each category of questions.

Note: The total score is calculated by adding up all the scores of each category.

3) Instructions and Questionnaire

At the top, the cycle instructions are displayed. It explains the rating scale that is used in the questionnaire. Below the instructions lies the questionnaire itself.

Note: Once the questionnaires has been submitted, the reviewers is unable to make changes to the submission.

Print/Download as PDF

To print or download the results as PDF, simply click on “Print”.

You will be redirected to the following page where you can either print the results or save the results as PDF.

Duplicating Existing Review Cycles

To duplicate an existing review cycle, click “Duplicate” on the review cycle that you wish to duplicate.

Note: All the settings and configurations of the review cycle being duplicated will be applied to the duplicated cycle.

Deleting Review Cycles

To delete an existing review cycle, click “Delete” on the review cycle that you wish to delete.

Note: Only Cycle Admins can delete the review cycle that they are managing.

The warning below will be shown, informing you that any reviews submitted in the review cycle will be lost upon deleting the cycle. Confirm this action by selecting “Confirm”.

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