Talent reviews are short questionnaires used to evaluate key employee factors, such as performance, potential, commitment, and risk of leaving the company.
Once a questionnaire is complete, reviewers can immediately create a personalized professional development plan based on the results.
📌 Note: The form template isn’t customizable. It uses a predefined, standardized set of questions that works right out of the box to ensure complete metric consistency across your entire organization.
Create a talent review campaign
1. In your left-side menu, go to Talent reviews > Campaigns and click + New talent review.
2. Under Reviewees, select the specific employees or entire teams you want to assess.
3. Under Reviewers, choose the specific people or organizational roles responsible for completing the evaluation.
Optional: Click New Group to add multiple reviewer–reviewee groups within the same campaign if needed.
4. Click Next.
5. Customize the email notification that will be sent to reviewers, then click Next.
6. Review the summary of participants and email content, then click Launch.
📌 Note: You can’t assign yourself as both the reviewee and the reviewer. The system will automatically exclude you from this option, so you will need to assign a reviewer manually afterward.
Fill out the talent review questionnaire
After you launch your talent review campaign, reviewers must fill out the specific questionnaire for each employee assigned to them.
The questionnaire is displayed in your company’s default language, regardless of the user’s language preferences.
All questions are mandatory to ensure accurate visual charts and a clear conclusion at the end of the review cycle.
Where to find your assigned reviews
For your direct reports: If the employee is on your team, their evaluation will appear under My team.
For other employees: If you are reviewing an employee outside your direct team, you can find their evaluation by going to Overview and clicking the Reviewer only tab.
Manage missing participants
If you see “Missing participant” in the Progress column under Participants, it means that a key person for the review is not assigned.
This can happen, for example, if a Manager is chosen as a reviewer during setup, but the reviewee doesn’t have a manager listed in their profile.
To resolve this, start by assigning a manager to the reviewee:
1. Go to Employees > List in your left-side menu.
2. Use the search bar to find the employee.
3. Click on the employee’s name.
4. On your left, scroll to Grow and click on Roles (legacy).
5. On your right, click on Edit profile.
6. Enter the manager’s name in the Manager field.
7. Click Save.
Once that’s done, return to your campaign to add the reviewer:
1. Go to Talent reviews > Campaigns.
2. Open your specific campaign and click on the Participants tab.
3. Click the three dots and select Manage participants to add the correct reviewer(s).
