How to create a Performance Cycle?

This article explains how to create a performance cycle.

1. Performance Cycles are easily accessed in the Perform app.
   By clicking on the plus sign, you will be able to create your cycle.
2. When creating a cycle you have to add some general information such as Title, and optionally Description, as well as set up a schedule of the reviewed time period.
   For a personal touch, you can add your company branding as a Header or use your own image and text. 
   The cycle can be triggered once or it can be a recurring review. The evaluation date must be greater than the current day.
   You can decide if the review is only for an Employee or Manager or both. You can ask for Peer Review and Direct Report Review. 
3. For every assignee, you can set up different notification settings.
4. Under Settings, you can include overall rating, visibility permissions, and goal tracking, as well as Companywide Peer Selection and Peer Ability to Update.
5. The overall rating has default values that can easily be edited and used throughout the review.  Overall Results are used for matrix reports.
6. Under the Questions tab, you can add questions that require a written answer or you can add single and multiple-choice questions. 
7. You can choose to have all employees reviewed or set up an assignment rule by clicking on Custom. Then you can choose among the given parameters to which employees this cycle will get assigned. The parameters given can be easily customized by your account manager.
8. Under Summary, you get a display of reviews, general information, and cycle schedules.
9. If something needs to be changed, you have to go back before you activate the cycle.
10. You don't have to activate your cycle immediately because it will get triggered automatically along with task notifications but you can save it as a draft.
    
    Here is a short video guideline on how to create a Performance cycle: