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Create and launch a feedback cycle

A feedback cycle collects structured feedback about a group of people from a defined set of reviewers, all at once. Creating it settles who is reviewed, who reviews them, what they are asked, and whether reviewers are named.

Required role: Administrator.

Build the template first if you want the cycle to ask specific questions. A cycle can run without one, but reviewers then have only the overall summary fields to write in.

  1. Go to Feedback & 1:1s → Cycles.
  2. Select New Cycle.
  3. Under Basics, enter the Cycle Name, choose the Cycle Type, set the Start Date and End Date, and write the Description.
  4. Under Template, choose a template, or take Skip — no template.
  5. Under Participants, choose the Target Scope and pick the departments, teams, grades, or people it covers.
  6. Under Settings, set the reviewer mix and the anonymity switch, and set Min Peer Reviewers and Max Peer Reviewers.
  7. Under Review, read the summary back.
  8. Select Save as Draft, or Create & Launch to start it now.
OptionDescription
360 ReviewComprehensive multi-rater feedback from peers, managers, and direct reports.
Peer FeedbackCollect feedback from selected peers.
Upward FeedbackDirect reports provide feedback on their manager.
Manager ReviewManager evaluates direct reports.
Self AssessmentEmployees evaluate their own performance.
OptionDescription
All EmployeesEvery active employee.
By DepartmentOne or more departments.
By TeamOne or more teams.
By GradeOne or more job grades.
Specific EmployeesA list of individuals you hand-pick.

For department, team, and grade scopes, the participant count is computed when the cycle launches, not when you pick the scope.

Example: scoping a cycle to HC Corp’s Engineering department covers 34 people. Scoping it to the People department covers 6, and at that size everyone can work out who said what however the results are presented.

OptionDescription
Anonymous ResponsesHide reviewer identity in results.
Self Review RequiredSubject employees fill in a self-review.
Manager Review RequiredThe subject’s manager submits a review.
Allow Peer NominationThe subject can nominate their own peer reviewers.
Include Direct ReportsThe subject’s direct reports are auto-assigned as reviewers.
Min Peer ReviewersThe fewest peers a subject must have.
Max Peer ReviewersThe most they may have.

Anonymous Responses hides reviewer identity in the results. Reviewers are told, on the form they fill in, that their responses are anonymous and that the subject will see ratings and comments but not their name.

Settle this before you launch and then tell people the same thing the product tells them. The one thing that kills a feedback programme is a promise the tool does not keep.

Anonymity also has a floor set by arithmetic, not by a switch. Where a subject has two peer reviewers, an anonymous comment is attributable by anyone who can count. Min Peer Reviewers is the control that protects it.

Example: HC Corp running an anonymous 360 with a minimum of four peer reviewers gives a subject a genuine pool. A minimum of two does not, whatever the results screen says about anonymity.

With Allow Peer Nomination on, the subject picks their own peer reviewers within the minimum and maximum. That produces reviewers who have actually worked with them, and it produces a friendlier sample. With it off, reviewers are assigned.

Example: James Whitfield nominating four peers gives Olivia Bennett feedback from people who saw the work. It also gives him a hand in who is asked, which is a trade you make deliberately rather than by leaving a default alone.

Create & Launch creates the participants and reviewers from the cycle’s settings. The interface states that drafts cannot be re-edited from this point.

The target scope is locked once the cycle is created — departments, teams, grades, or hand-picked employees cannot be changed afterwards. To change the scope you cancel the cycle and create another. Dates and the peer reviewer minimum and maximum can still be edited.

Example: launching a cycle scoped to HC Corp’s Sales department fixes the 21 people in it. Someone who joins Sales the following week is not swept into the running cycle.

Reviewers are assigned and can begin submitting. Where peer nomination is on, subjects are asked to nominate first. Track completion on the cycle, chase with reminders, and close it when responses are in. Results are generated per participant after that, and the bias report runs over the submitted responses.