How to Create a New Performance Review Period

Learn how to efficiently set up and configure a new performance review cycle within EvalFlow. This guide walks you through selecting templates, defining participant groups, and finalizing period details to streamline your evaluation process.

Younes El Moujahid
21 steps
2 minutes

Evalflow

Navigation

Navigate to [https://app.evalflow.com/dashboard](https://app.evalflow.com/dashboard)

Click "Performance Reviews"

Click "Review Periods"

Click "Create Period" to open the configuration menu

Review Period Basics

Type "Annual Review" into the Description field

Select "Agency Level Growth and Leadership Development" as the Review Template

Set the Start and End dates for the review cycle

Participant Selection

Select "Everyone" to include all active employees initially

Choose "Departments" to select participants by team

Select the "Finance" and "IT" departments

Expand the "Job Titles" selection list

Select the "Account Executive" and "HR Manager" job titles

Expand the "Specific People" selection list

Select "Adam Hunter" and "Aisha Washington" as specific participants

Review Types and Settings

Select "Arts & Entertainment Performance Review" as the self-review template

Toggle on "Peer review (360°)" to enable peer assessments

Set the review period status to "Active"

Click "Create Period" to finalize the setup

Peer Review Assignments

Assign "Aaron Eckerly" as a peer reviewer for "Adam Hunter"

Assign "Alina Rivera" as a peer reviewer for "Aisha Washington"

Click "Save assignments" to complete the peer reviewer setup