As an admin, you can create and manage review cycles for your company. You can use one of Breezy’s review templates as is, clone one and tweak the settings, or create your own from scratch.
How to create or clone a review cycle
Admins can create a new review or clone an existing one in their Review Settings.
Creating a new review
To create a new review with a template or from scratch:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Click Create New in the top-right corner of the window.
Choose Skills Assessment Template, Basic Template, or No Template in Step 1.
Customize the review’s settings in Step 2.
Enter a title (include the date or timeframe for easy reference)
Choose which actions are required: Self-Evaluation, Peer Review, Upward Review, and/or Manager Review (the Finish Review option is required)
Choose whether to include the evaluation of personal and department goals
Click Next to proceed to Step 3 to create or edit questions for the review.
Hover over a question and click the Edit icon (pencil) on the right to make changes.
To add a new question, click Add Question and follow the prompts to create a question, select response types, and set other options.
Note: If you included Peer or Upward Reviews in the review’s settings, you’ll need to select Peer or Upward Reviews in the controls of questions you’d like to direct to peers or direct reports.
Click Next to proceed to Step 4 to set participants for the review.
Click Edit in the upper-left corner to customize the list of participants. Follow the prompts to set criteria and click Apply.
Click Preview at the bottom of the window to see how the review looks from a participant’s perspective. The preview will open in a new browser tab.
Click Launch Review if you’re ready to make the review available to employees.
Click Compose Email to customize and send a kick-off email to announce the review cycle to participants.
Click Skip to Manage Review if you don’t want to send a kick-off email.
Your review will save automatically, so you can return later to make changes and launch when you're ready. Once it’s launched, your review will be available to the employees who meet the criteria you set in Step 4. If you opt to send a kick-off email, all participants will receive an email with the message you included.
Cloning a review
If you already have a review that gives you a good starting point, you can save a few steps by making a copy of it.
To clone a review:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Find the correct review on the list and click the More icon (ellipsis) on the right-hand side.
Choose Clone from the list.
A new review will be created with the same settings, questions, and participants as the one you cloned. Just customize each section as needed and launch the review when you’re ready!
How to edit or delete a review cycle
Admins can edit or delete reviews in their admin options.
To edit a review cycle:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Find the correct review on the list and click the More icon (ellipsis) on the right-hand side.
Choose Edit from the list.
Make changes as needed. Hover over review questions to see options to edit, reorder, copy, delete, or lock each question.
Click Launch to launch a review that’s in draft status. Click Publish to update a review that’s already been launched.
Note: For reviews that have already been launched, employees won’t be notified of changes.
To delete a review:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Find the correct review on the list and click the More icon (ellipsis) on the right-hand side.
Choose Delete from the list.
Click Delete Review to confirm.
Note: Deleting a review cycle is permanent and can’t be undone. All the feedback that was collected during the review cycle will be removed and won’t be available to employees.
How to launch a review cycle
Admins can launch a review that’s in draft status from the edit view.
To launch a saved review cycle:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Find the correct review on the list and click the More icon (ellipsis) on the right-hand side.
Choose Edit from the list.
Make changes if needed and advance to Step 4: Participants near the top of the window.
Click Launch in the bottom-right corner.
Customize your Kick-off email message if you’d like to announce the review cycle to participants.
Launching makes the review available to participants, and if you opt to send a kick-off email, they’ll receive an email with the message you included.
If you’d like to skip the kick-off email for now and send it later:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Find the correct review on the list and click the More icon (ellipsis) on the right-hand side.
Choose Manage from the list.
Click the More icon (ellipsis) in the top-right corner of the window.
Choose Send Kick-off Email from the list.
Select All Participants or Specific Employees from the dropdown to choose recipients.
Enter a custom message for your email, if you like.
Click Preview to view the email message.
Click Send to send the kick-off email to the employees you selected.
How to manage a review cycle
After a review has been launched, admins can monitor how participants are progressing through the cycle, take action where people are getting stuck, and close the cycle.
To manage review cycles:
Click the gear icon ⚙️ in the left sidebar.
Click Perform Preferences.
Click Reviews on the left.
Find the correct review on the list and click the More icon (ellipsis) on the right-hand side.
Choose Manage from the list.
From the top of the window, you can:
Switch between review cycles
Send a kick-off email to announce the review cycle
Export review results as PDFs
Edit the review
Close the review
From the Progress by Step section, you can:
Check the progress of each step in the review process
Send emails to nudge employees to complete any of the steps
From the employee progress section, you can check, for each participant:
Their status in the review cycle
Which reviews are pending
Which reviewers have completed their review
The review report, including report preview, delivery and retraction
You can also deliver reports in bulk.