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For Admins·Support CodeGUIDE-062 For Admins & HR Staff

Start and Run an Evaluation Cycle

Admin steps to set up a review period, targets, reviewers, and templates, then launch the cycle.

【Set up the cycle】

  1. 1.Go to Admin menu → Evaluation Management and create a "New Evaluation Cycle".
  2. 2.Set the period (e.g., H1) and schedule (self-assessment → first review → second review → finalize).
  3. 3.Choose or build the review sheet (template): items, weighting, competencies.

【Targets and reviewers】

· Specify target employees (company/department/grade, etc.).

· Assign each person's reviewers (first/second). Managers may be auto-assigned from the org.

【Launch and track】

Starting the cycle notifies employees to complete self-assessments (employees: #GUIDE-053). Track submission and approval status in the admin view and remind those outstanding.

【Finalize and feedback】

Once evaluations are in, finalize and release results. Encourage review meetings and feedback.

【Related】

For evaluation types, see #EVAL-001; for goal linkage, see #GUIDE-052.

Example

Evaluation Mgmt → new cycle → period/template/reviewers → launch → track → finalize & release.

evaluation cyclestart reviewappraisal periodtemplateassign reviewersadmin

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