If you didn’t add participants when you first set up a feedback cycle, you can still update the cycle later. This is useful when new employees join, when you want to include a specific group, or when you need to remove someone from the cycle.
Note: New employees are not automatically added to an existing cycle. You’ll need to add them manually to get their review started.
Add employees to an existing cycle
Go to the cycle overview page.
Click Add Employees.
Select the employees you want to include from the available list.
Choose managers or non-managers
Depending on the type of cycle you want to run:
Click Managers to create an upward feedback cycle for managers only.
Click Non-managers to run a cycle for employees who are not managers.
Add a subset of employees
You can also create a more targeted feedback cycle for a specific group, such as a department, office, or team.
Open the employee selection page.
Click List view.
Sort and filter the list to find the employees you want to include.
Click the magic wand to change the column.
Available columns include:
Hiring date
Location
Team
Title
Tip: Start with a smaller group if you’re testing a new process or running a focused feedback round for one part of the organization.
Remove employees from a feedback cycle
If someone should no longer be part of the cycle, you can delete their review from the overview page.
Go to the main cycle overview page.
Click the Action dropdown.
Click Delete.
Enter the confirmation to complete the deletion.
Note: Deleting a review also deletes all feedback written in it so far. This action can’t be undone, so make sure to confirm before continuing.