Adding a review individually
Via the Administration Centre
Note: You will need Administrator access to manage your reviews.
Click on the Administration Centre and then select the Reviews tab.
Click the 'Add a new review' button and complete the pop-up with the review details. When you are ready click the 'Save' button to add the review.
Via the user's profile
Alternatively, you can add a review directly from a user's profile. Start by searching for the user you would like to add a review for.
Click on their Reviews tab.
Click the 'Schedule a review' button and complete the pop-up with the review details.
Note: If you don't see the form you need in the dropdown and you're using the Review Group feature, you need to toggle it on for Administrators in the Administration Centre > Review Groups > Forms that can be used at any time before you will be able to select it here. If you create reviews via the Administration Centre, you don't need to do this (recommended).
Adding reviews in bulk
Via the People tab
Warning: If you're the Default Review Form feature, you can't create reviews using default review forms via the People tab. Please follow instructions for creating them via the Reviews tab.
Click on the Administration Centre and then select the People tab.
If you're adding reviews for everyone, go ahead and click 'Bulk actions (all in this list)' then 'Create reviews (for all in this list)'.
Alternatively, you can use the filter to narrow down the list first. Once you have your selection click 'Bulk actions (all in this list)' then 'Create reviews (for all in this list)'. Or select people individually and click 'Bulk actions (X selected)' then 'Create reviews (X selected)'.
Complete the pop-up with the review details and click 'Save'. Emails will not be sent out when the reviews are created.
Tip: Leave the Reviewer, Second manager and Sign-off fields as 'Use default' to automatically create the reviews with the users' Default manager, Default second manager (if enabled) and Default sign-off (if enabled).
Via the Reviews tab
Click on the Administration Centre and then select the Reviews tab.
Click the 'Add reviews in bulk' button.
A new page will load, go through each section in order:
1. Any problems with your account?
Use this to check that all your People data is in order before you add reviews in bulk.
2. People you cannot add a review for
By default, Talos Perform will prevent you from creating multiple simultaneous reviews. Clicking on Show me a list will reveal the reviews that are currently in progress.
You can choose to add these individuals to the section below if you want to override this behavior by clicking on Allow multiple reviews in progress.
3. People you can set up a review for
Click Show me a list, you can then use the filter before selecting the people you'd like to create a review for.
If you have more than 25 employees and want to set reviews up for everyone, you will need to show All records per page under Show me a list before selecting everyone.
4. Review details
Specify the details of the reviews that should be created and click Add reviews.
Adding reviews in this way will not send out emails, aside from ordinary email reminders (if enabled in Configuration).
Note: Setting reviews up in bulk via the Reviews tab will automatically assign the users' Default managers, Default second managers and Default sign-offs (if these are specified and used on your account) to the reviews regardless of what workflow you choose. The workflow determines who needs to take action on the review rather than who has visibility over it. If you need to remove any reviewers from the reviews, you can edit reviews in bulk afterwards.