Managing employee evaluations involves many moving parts—tracking multiple participants, analyzing trends, and deciding on the best next steps. The Campaign board and Action Plan bring all your review data into one centralized place. They make it easy to monitor evaluator progress, drill down into visual talent matrices, and document clear professional outcomes. Read on to learn how to interpret your campaign results, navigate submitted reviews, and use evaluation insights to empower your team's growth.
📌 Note: To learn more about launching your first Talent Review campaign, check out Launch a Talent Review campaign.
Navigating the Campaign board
The campaign board serves as your central command center for launching and tracking Talent Review campaigns. The board displays a high-level view of your current reviews, including:
Title: The name and specific date of the talent review campaign.
Completion: A real-time percentage indicating how many evaluation answers have been submitted.
Launch date: The date the campaign was officially sent out, displayed relative to the current day (e.g., 3 days ago).
Progress: Indicates the live structural status of your campaign (such as Launched or Completed).
To narrow your view and find a specific focus area, use the dropdown filters located at the top of the board to sort by Launch date, Progress, or Reviewee.
Table columns explained
The employee table organizes critical participant details into five main data columns:
Reviewee: The specific employee being evaluated.
Role: Role of the evaluated.
Evaluation: The overall assessment results generated once the review is finished.
Launch date: The day the evaluation request was officially sent.
Progress: The live status tracking how far along the evaluation is.
Sort your table data
You can change the sorting order of the table by clicking directly on the column headers:
Click Reviewee to sort names in alphabetical order.
Click Launch date to toggle chronological ordering from oldest to newest or vice versa.
Click Progress to group evaluations together by their current status.
The progress column
The progress column uses specific tracking terms to show where a reviewee stands in the cycle:
Reviewer missing: This occurs if a required reviewer is not assigned. For example, this can happen if Manager was selected as a reviewer type during setup, but the employee does not have a manager assigned in their profile.
📌 Note: To resolve a missing reviewer error, click + Add reviewers to assign an alternate evaluator, then click the X icon in the top right to close the window.
Not started: The evaluation request has successfully launched, but none of the assigned participants have answered the questions yet.
Ongoing: At least one of the assigned participants has started answering and saving responses in the campaign.
To review: All required responses from participants have been successfully collected and are ready for oversight.
Actionable actions on the progress column
Depending on your assigned account permission level, clicking the three dots (...) at the end of an employee's row opens options.
If the evaluation is "Not started"
If the evaluation is "Not started"
Edit participants: Swap out or adjust the assigned reviewers.
Raise: Send an automated reminder nudge to reviewers asking them to start their evaluation.
Delete: Permanently remove the evaluation request for that employee.
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If the evaluation is "Ongoing"
If the evaluation is "Ongoing"
Prepare: Access the forms to start inputting your own preparation notes.
Manage participants: Update or change designated reviewers.
Remind: Ping reviewers to complete their saved, incomplete evaluations.
Pass the preparation: Skip completing the rest of the questionnaire.
📌 Note: This option is only available if at least one prior evaluation preparation has already been successfully registered.
Delete: Permanently remove the evaluation request.
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If the evaluation is "To review"
If the evaluation is "To review"
Read results: Open and read through the final compiled metrics and preparation text.
Write Action Plan: Directly fill out an organizational next-steps plan from the main talent reviews page.
See participants: Slide open a right-side drawer displaying the full names of the appraised employee and their appraisers.
Reopen preparations: Move the status backward to safely modify submitted answers or change participants.
Mark as completed: officially finalize and archive the individual talent review.
Update your preparation: Safely adjust or correct your saved answers (this option appears once an assessment draft has begun).
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If the assessment is "Completed"
If the assessment is "Completed"
Read results: View interactive visual charts mapping out the complete scoring breakdown.
Edit action plan: Modify or append the active post-review action plan layout.
See participants: Slide open the right drawer displaying the employee and reviewer identities.
Delete: Permanently remove the historical evaluation record.
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Campaign details
Overview
The Overview section serves as your starting point for examining trends per employee or teams, allowing you to quickly check performance, flight risk, and overall growth potential.
To narrow down your view, you can filter your results at the top of the page by Group, Managers, or Custom fields.
The graphs
Future growth: Future growth is a graphical representation of short-term evolution across the whole company. Hover your cursor over different parts of the graph to see the metrics split:
The right side displays the percentage of employees that reviewers have classified into one of four development categories: Stay at this position, Level up, Become a manager, or Move to another department.
The left side displays the exact number of employees matching that category.
Flight risk: This metric shows the company-wide average of employees that reviewers believe are likely to leave the organization. In individual reviews, this can be rated in between from Very low to Very high.
Comparable results: Displays a multi-dimensional bar chart comparing the cross-campaign averages for Performance, Impact of Leaving, Potential, and Commitment.
Evolution highlight: Displays average scores mapped into specific pre-defined talent boxes, allowing you to filter reviewees into categories such as Top talent, Top potential, Top Performer, Succession plan, Leaver, Not committed, Low potential, Lower performer, or Risky leaver.
Matrix
With the Matrix, you can visually compare different variables across your workforce. At the top of the page, you can refine your view further using filters such as Group, Managers and Custom fields.
Start by selecting the variables you want to analyse, using the dropdown menus to choose which ones to display on each axis.
On the Y-axis (left side), you can choose indicators related to employee potential:
Potential
Commitment
Future growth
Impact of leaving
Flight risk
On the X-axis (bottom), you can choose indicators related to employee performance and engagement:
Performance
Potential
Commitment
Future growth
Flight risk
The coloured panels show the correlation between the selected variables. Each panel includes the percentage of employees who fall into that intersection. Click any panel to view detailed information about the employee, their manager, and their evaluation.
Participants
When you open the reviewee’s board, you’ll see each employee along with the results from their latest Talent Review. Think of it as your go-to place to understand how your team is performing and where they might need support.
From here, you can take a variety of actions:
Read results in detail
Write an action plan
See who participated
Reopen preparations if needed
Mark the review as closed once everything is completed.
Action plan
The Action Plan helps guide decision-making based on the outcomes of the talent review. By using the averages generated from the questionnaires, you can gain clearer insights into employee or team performance and potential. This supports more informed decisions, such as identifying ways to motivate employees, provide development opportunities, or introduce new challenges aligned with their growth.
How to create and edit an action plan
To create or update an action plan for an employee:
Click the three dots (…) in the employee’s final column.
Select Write action plan or Edit action plan.
Alternative method: Select Read results from the three dots (…) menu to review the graphical representation of the results and create or edit an action plan from there.
Click Save to store the action plan.
Once saved, the action plan can be accessed again through Read results.
📌 Note: Check out Analyze your Talent Reviews with Insights to discover how Insights help you explore company-wide trends.