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Track and close a cycle

A launched cycle needs watching: some reviewers respond in a day and some never do. This page covers reading where a cycle stands, chasing what is outstanding, and closing it.

Required role: Administrator.

  1. Go to Feedback & 1:1s → Cycles and open the cycle from the Active tab.
  2. Read Overall Completion and the metrics beneath it.
  3. Open the Participants tab to see where each subject stands.
  4. Open the Reviewers tab to see which individual reviewers have submitted.
  5. Select Send Reminders to chase outstanding reviewers.
  6. Select Close when the responses are in, and confirm.
OptionDescription
ParticipantsHow many people are being reviewed in the cycle.
ReviewersHow many reviewer assignments exist.
Responses submittedHow many of those assignments have been completed.
Completion rateSubmitted responses as a share of assignments.
Completion by RelationshipThe same figure broken down by Self, Manager, Peer, Direct Report, and External.

The overall number tells you whether to worry. The breakdown tells you who to chase, and they usually point at different people.

Example: an HC Corp cycle sitting at 60% overall with self-assessments nearly complete and peer responses barely started is not a communication problem. It is a peer-reviewer problem, and reminding everybody is mostly noise to the people who have already done it.

The relationship breakdown only becomes available once reviewers start submitting — before that there is nothing to break down.

Send Reminders notifies reviewers who have not submitted. Reminders are worth sending, and worth sending sparingly: a cycle that reminds weekly for a month trains people to ignore the reminder.

Edit cycle lets you change the start and end dates, the peer reviewer minimum and maximum, and the reviewer-mix switches.

It does not let you change the target scope. The interface states that departments, teams, grades, and hand-picked employees are locked once the cycle is created, and that changing scope means cancelling and recreating.

Close marks the cycle complete and stops it accepting new responses. Anything not submitted by then is not coming.

Close deliberately rather than letting a cycle sit open. An open cycle with no reminders going out collects nothing and makes the completion figure look like an ongoing effort rather than a finished one.

Example: closing an HC Corp cycle at 85% is a decision that the remaining 15% is not arriving. Leaving it open for another month at 85% is the same decision, taken by not taking it.

OptionDescription
CancelHalts the cycle. It is hidden from the Active and Draft tabs.
DeleteRemoves the cycle. Plans already created from it are not affected.

Cancel a cycle that should not have run. Close one that ran and finished. The two are not interchangeable — a cancelled cycle is not a completed one with a low response rate.

A closed cycle moves to the Completed tab. Results can then be generated per participant or for the whole cycle at once, and the bias report runs over the submitted responses. Neither happens automatically — generating results is a step you take.