ℹ️ Available on Supreme.
A Performance Review is a structured conversation about an employee's performance, goals, and growth. In Perdoo, you run Performance Reviews in review cycles. Each Performance Review has a self-assessment by the reviewee and an assessment by their reviewer. Perdoo shows the reviewee's goals, past Performance Reviews, and Kudos next to the form, so the conversation is based on facts.
Learn more about running effective Performance Reviews.
Turn on Performance Reviews
ℹ️ This requires Superadmin rights.
Go to Configure > Features and expand Performance management.
Check the box for Performance Reviews.
Click Save.
Reviews now appears in the left sidebar.
Set up the Performance Review questions
ℹ️ This requires Superadmin rights.
Go to Configure > Templates and expand Performance Reviews.
For each question, click the icon (1) to choose the answer type: Text or a rating from 1 to 5 stars.
Under Visibility (2), choose who answers the question: Everyone, the Direct report, or the Manager.
To add a question, type it in the empty row at the bottom. To reorder questions, drag them.
Click Save (3).
Important
Changes to the template don't affect Performance Reviews that were already created.
Click Reset to default to restore Perdoo's default questions.
Create a review cycle
Go to Reviews > Review cycles and click + New cycle (1 in Screenshot 1).
Enter a Name and, optionally, a Description.
Select a Deadline: The date participants should complete their Performance Reviews by.
Choose a Repeat frequency: Don't Repeat, Quarterly, Every 6 Months, or Yearly.
Under Access, add the Cycle admins who can view and manage this cycle. You're added as a cycle admin by default.
Under Participants, select the Reviewees. Search by name, role, or team, or click Select all (1 in Screenshot 2).
Click Launch cycle (2 in Screenshot 2).
Screenshot 1
Screenshot 2
Each reviewee is reviewed by their Performance Reviewer. If they don't have one, their manager reviews them. If they have neither, the company owner does. See How do I set someone's reviewer?.
Manage a review cycle
Go to Reviews > Review cycles and click View cycle next to the cycle. You see the completion rate, the number of completed Performance Reviews, and the number of outstanding assessments.
To complete the cycle, click Complete cycle (1). See Complete a review cycle.
To change the cycle's name, deadline, or repeat frequency, click the kebab menu (2) and select Edit cycle.
To delete the cycle, click the kebab menu (2) and select Delete review cycle.
To find specific Performance Reviews, filter the list by Reviewee, Reviewer, or Team (3). You can select several people or teams in each filter.
The list shows 30 Performance Reviews per page. Use the arrows to move between pages.
To add someone to the cycle, click + Add participant (4).
To change someone's reviewer, click the reviewer (5) and select another person.
To move a Performance Review to another cycle or remove it, click the kebab menu (6) next to it.
To open a Performance Review, click the arrow (7) next to it.
Complete a review cycle
When the cycle is finished, click Complete cycle at the top of the cycle's page. You can complete a cycle even if some Performance Reviews are still unfinished.
Important
A completed cycle is read-only. You find it under Completed on the Review cycles page. To make changes again, open the cycle and click Reopen cycle.
Outstanding Performance Reviews in a completed cycle no longer show up as Performance Reviews to complete, but they aren't marked as completed.
Start the next cycle
If a cycle repeats, Perdoo adds a draft of the next cycle under Recurring (1) when you complete it. The draft's deadline moves forward by the repeat frequency. For example, completing a yearly cycle due January 31, 2027 creates a draft due January 31, 2028.
Click Create to review and launch the next cycle, or Stop repeating to end the series.
Fill in a Performance Review
Go to Reviews > My reviews (1 in Screenshot 3). Reviews that need your input are listed under Needs your input.
Click Start (2 in Screenshot 3) next to the Performance Review.
Answer the questions. Use the side panel (1 in Screenshot 4) to look at the reviewee's Goals, previous Reviews, and Kudos.
Click Save as draft (2 in Screenshot 4) to continue later, or Submit (3 in Screenshot 4) when you're done.
Screenshot 3
Screenshot 4
Under Visible to, at the bottom of the form, you see who has access to the Performance Review.
View and export a completed Performance Review
Go to Reviews > My reviews and click View (3 in Screenshot 3) next to a Performance Review under Past reviews. You see all questions with the answers of both the reviewee and the reviewer. Click Export to print the Performance Review or save it as a PDF.
Good to know
How do I set someone's reviewer?
Admins and Superadmins can set anyone's Performance Reviewer: Open the person's profile, click the kebab menu at the top right, and select Edit user. Select their Performance Reviewer and click Save. Users can also set their own, for future Performance Reviews, in Personal settings > Profile. The reviewer is used for future Performance Reviews. To change the reviewer of an existing Performance Review, click the reviewer in the cycle's list. Only HR admins and the cycle's admins can do this.
Who can manage a review cycle?
Cycle admins and HR admins can view and manage a cycle and its Performance Reviews, including adding other cycle admins. Anyone except View-only users can create a review cycle and is added as a cycle admin by default. Other users only see the Performance Reviews they take part in.
Why doesn't an older repeating cycle have a draft for its next cycle?
Only repeating cycles completed after this feature was released in November 2026 get a draft for their next cycle.
Who can see a Performance Review?
The reviewee, the reviewer, the cycle admins, and the HR admins. Answers that are saved as a draft are only visible to the person who wrote them.
What's the difference between saving, submitting, and completing?
Save as draft keeps your answers so you can continue later.
Submit sends your self-assessment or assessment.
Complete cycle closes the whole cycle.
Can people get email reminders?
Yes. A Superadmin can turn on Upcoming Performance Reviews in Configure > Email notifications.
Need help?
Start a live chat with our Support team by clicking the question mark at the left or right bottom of your screen.