How to create and publish a new performance review

This guide explains how to set up and publish a performance review cycle in Remote Perform.

See also: How to create a customized role for a company user

Step 1: Start a new draft review

To begin:

1. Sign in and go to Performance > Manage reviews.
2. Select Create review. If reviews drafts already exist, you'll see them listed here.
3. Give your review a clear, team-facing name (for example: H1 2026 – Performance review).
4. Follow the setup flow to configure each step.

You can exit at any time, your progress will be saved. To resume, go to Manage reviews, find the draft, and select Continue setup.

Step 2: Define participant eligibility

You can include all active team members or define a specific group:

1. Choose who’s eligible: employees, contractors, or both.
2. Set a minimum tenure (in months), based on the review’s end date.
3. Apply advanced filters to define your criteria:
   • Filters within a group are combined using AND.
   • Filters across groups are combined using OR.

Available filters include:

• Country
• Job family or job field (from your Job Catalog)
• Employment type (if applicable)

Team members already in the offboarding process are automatically excluded. You can manually remove others at any time after publishing.

Step 3: Choose assessment types and stages

Select which components to include:

• Self-reflection: team members assess their own performance.
• Manager reflection: managers assess their direct reports.
• Ratings (optional): apply a 1–5 score scale with customizable labels.
• Calibration (optional): allow senior leaders to review and adjust manager ratings for consistency.

See also: Understanding performance calibration in Remote Perform

Step 4: Set the schedule

Create three timelines:

1. Assessment period: when performance is being evaluated (e.g. the past 6 months).
2. Snapshot period: when team members and managers can submit their assessments.
   • Notifications are sent at the start.
   • Assessments not submitted by the end date are marked as incomplete.

Step 5: Set up cross-reporting line groups (optional)

Use this step if you want calibrators to view participants outside their own reporting line. This is helpful for group sessions where senior leaders discuss team members across departments. You can still add these later if you choose not to include during set up

To set this up:

1. In the Define additional calibration groups step, select Create group.
2. Give the group a name and select Add group
3. Add managers using filters or search.
4. Everyone in the group can now view participants from other reporting lines.

Important: Managers can only give ratings to people in their own line. They can view others and leave notes to support calibration sessions.

Step 6: Build the assessment forms

Each assessment type (self or manager) has its own form. You can add:

• Open text questions
• Single select questions
• Rating scale descriptions (if enabled)

Tips:

• You can add as many questions as needed.
• Use bold, clear titles and action-oriented language.
• Forms apply to all recipients. To ask different questions to employees and managers, create separate forms.

Step 7: Validate and publish

Review all steps before publishing. You can go back to make changes if needed or exit to save your progress as a draft.

When you select Schedule, your draft review status changes to upcoming and is listed in Manage reviews.

Step 8: After you publish

Employees and contractors

They'll see the upcoming review under Performance > Performance reviews, but won’t be able to submit until the snapshot period starts. They’ll receive a notification on the start date.

Managers

They’ll see the review under Team performance > View all reviews, with a list of participants. Reflections open at the start of the snapshot period.

HR admins

You’ll see the review marked as upcoming in Manage reviews. You can:

• Edit review: change titles, forms, or schedules (some edits are locked once the cycle begins)
• Edit participants: add or remove people at any time
• Manage calibration groups