How to add employees into a review group & review cycle?

The review process is crucial for evaluating employee contributions to company goals. To effectively appraise performance, managers need to understand job expectations, monitor behaviors and results, compare them to expectations, and measure alignment with the organization's goals.

Following standard practice, teams are typically divided into review groups before being included in review cycles. All employees within a group are managed under the same review process.

Now, let's see how an admin can add employees to review groups and cycles.

Go to the Performance (1) section where you'll see the Reviews (2) section where you will be redirected to the Review Groups (3) tab.

Select the Review Group (1) to which you wish to add new employees and then after opening the Employees in this group (2) tab, click on +Add Employees (3) to add individually or Import from Excel to import in bulk.

Once you click on +Add Employees option, you can Select (1) the employees you wish to add and then click on Add (2).

These employees will now be a part of this review group where their review process will be managed as one single process.

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