Performance reviews play a key role in supporting meaningful conversations about performance, growth, and development. By using campaigns, you can launch structured 1-on-1 reviews at scale while ensuring a consistent and fair experience for all participants. This guide walks you through each step of setting up and launching a campaign, from configuration to launch.
Set up and launch your campaign
1. Create a new campaign
Start by navigating to the campaigns area.
Go to Performance → Campaigns.
Click New campaign in the top-right corner.
From the menu, select 1-on-1 Review as the campaign type.
2. Configure the campaign details
Next, define the basic parameters of your campaign:
Title: Give the campaign a clear and descriptive name (for example, Annual Performance Review 2025).
Participants: Select the relevant teams, groups, and/or individual employees.
Evaluation period: Specify the timeframe the review should cover.
Main evaluator: Choose who will act as the primary evaluator for the employee(s).
📌 Note: By default, the employee’s direct manager (N+1) is automatically selected as the main evaluator. If an employee does not yet have a manager assigned, you can still assign one while the campaign remains in draft mode.
3. Choose a questionnaire
Select the questionnaire that will be used for this review cycle.
Choose from your saved questionnaire templates.
Use the preview (eye) icon to review a template before selecting it.
💡 Tip: Creating and maintaining questionnaire templates in advance can significantly speed up campaign setup. You may want to prepare different templates for different roles, teams, or seniority levels.
4. Define the timeline
Set key dates to help structure the campaign and guide participants. They help frame the campaign but do not block users from preparing or validating their reviews if a deadline is exceeded.
Preparation deadline: When employees and managers should complete their preparation.
Validation deadline (due date): When both parties should sign off the final review.
5. Customize the launch notification
Before launching the campaign, you can customize the email notification that will be sent to participants.
Update the subject line and message.
Add context, instructions, or links to internal resources if needed.
📌 Note: Managers involved in multiple reviews within the same campaign will receive only one notification email to avoid inbox overload.
6. Launch the campaign
Once you've reviewed all the settings, click Launch Campaign. The system will create all the individual reviews and send the notification email to the participants. You're all set!
FAQs
What if I need to add an employee after the campaign has been launched?
What if I need to add an employee after the campaign has been launched?
You can add new participants to an active campaign from the campaign settings. The newly added employee will receive the launch notification and be included in the process.
Can I edit the questionnaire after the campaign has started?
Can I edit the questionnaire after the campaign has started?
No. Once a campaign is launched, the questionnaire cannot be modified. This ensures a consistent review experience for all participants. Make sure to finalize your questionnaire before launching the campaign.