ℹ️ Available on all plans.
Reviews are short written updates that add context to goals and numbers. While all the Review templates are customizable, people and teams typically share what went well, what they'll focus on next, and where they need help.
There are three types:
User Reviews: Every user shares their own update, usually every week.
Team Reviews: Team leads summarize their team's cycle, usually every month or quarter.
Company Reviews: Executives summarize the company's cycle, usually every quarter.
Reviews are part of Progress reports, together with the progress updates on your goals.
Set up Reviews
ℹ️ This requires Superadmin rights.
Go to Configure > Progress reporting and select the Users, Teams, or Company tab.
Turn on User Reviews, Team Reviews, or Company Reviews (1).
Edit the template (2) with the questions you want people to answer. To go back to the default questions, click Reset template.
On the Users tab, optionally turn on Pulse (3) and Restrict visibility (4).
Click Save (5).
The frequency and reminders on the same page decide when Reviews are due. See Set up Progress reports. Company Reviews are written by your executives. To choose them, see Executives.
💡 Use the template to support a ritual you already have, such as a weekly standup or Plans, Progress, Problems.
Submit a Review
When a Review is due, it appears in the Action Center on your Home.
Go to Home and click Submit Review (1).
Answer the questions in the template (2).
If Pulse is turned on, select how you feel at work (3). Only you and your manager can see your Pulse.
Optionally, use the side panel (4) to look at your goals, earlier Reviews, and Kudos while you write.
Click Submit (5).
Team leads see the Team Review in their Action Center, and executives see the Company Review. You can also click + Add Review at the top of your profile, a team's page, or the Company page.
Submit a late Review
Missed the deadline? You can still add a Review for a past cycle.
Go to your profile, the team's page, or the Company page.
Use the arrows (1) to go to the cycle you missed.
Click + Add Review (2), fill it in, and click Submit.
Any team member can add a missing Team Review this way, not only the team lead.
Mark a User Review as Out of office
Were you on holiday or sick when your Review was due? Mark it as Out of office to keep your streak.
Go to your profile and use the arrows (1) to go to the cycle.
Click Out of office? (3).
Click Confirm.
You can only do this for past cycles. You can mark up to 4 User Reviews as Out of office and still keep your streak.
Read, comment on, or edit a Review
Reviews appear at the top of a user's profile, a team's page, or the Company page. Click Read review to open one.
To react to a Review, click Add a comment (1).
To change a Review, click Edit (2).
Share Reviews in Slack
To share your User Reviews in a Slack channel, see Choose a Slack channel for your Reviews.
To share Team Reviews in a team's Slack channel, a Superadmin sets up the Slack integration and adds the channel to the team.
User Reviews can't be shared in Slack when Restrict visibility is on.
Good to know
Who can see Reviews?
Everyone in your Perdoo account can see User Reviews, unless a Superadmin turns on Restrict visibility. Then only the user's manager can see them. Pulse is always only visible to the user and their manager. Team Reviews and Company Reviews are visible to everyone.
Who needs to submit a User Review?
When User Reviews are on, every user is reminded to submit one, even if they don't lead any goals. To only remind people who lead goals, turn on Remind goal leads only. See Set up Progress reports.
Who submits the Team Review?
The Team lead gets the reminder and sees the Team Review in their Action Center. Any team member can add it from the team's page.
When does the Submit Review button appear?
It appears on Home from the day the reminder is sent until the end of the cycle. For Team Reviews and Company Reviews, it stays until the extra time you allow after the cycle is up.
Is this the same as Reviews in the sidebar?
No. Reviews in the sidebar opens Performance Reviews, which are a separate feature for reviewing performance.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.