A peer review allows colleagues in your organization to receive feedback from each other.
- Selecting Reviews on the navigation menu.
- Clicking Create a review on the upper right side.
- Choose "Peer review". (You can also add a self-assessment for all feedback recipients.)
On the Participants page, add in your feedback recipients by clicking the blue Edit button next to Recipients.
A pop up will appear where you can select who will be asked to participate in the self-assessment by checking the box adjacent to their name or you can add everyone by checking the box 'select all'.
Tip: As an admin, you can suggest reviewers for feedback recipients while the review is ongoing. This will come in handy if any individual has forgotten to select peers, or wants to add additional peers. However, you cannot remove any feedback reviewers. You can also turn the reviewer selection setting off and predefine all feedback reviewers for the selected feedback recipients.
In this section, you can choose what topics, questions, or values the participants are going to give feedback on. You can either choose a topic from your company's pre-populated (competency) library or write your own custom questions or topics.
Once added you can adjust the response methods, as “rating scale with comment” will be the default method.
Not sure what questions to ask? see example questions here.
Tip: When a self-assessment is included, you can set an alternative version of the topics which will be seen only by the feedback recipients. It allows those reviewing themselves to have the question or topic positioned in an inward perspective.
Tip: You can adjust the order that the questions are after creating them, by clicking on the six dots on the left side of the question and dragging the question, to the place that you like.
Before launching a review you need to choose a start and end date and time. Once you add in a start and end date, you can configure what default reminder notifications will be sent.
On the start date and time, an invitation will be sent to all participants. As the review progresses, your selected reminders are sent to the review participants who haven't completed their tasks.
If you selected review selection and/or manager approval. You will need to add in dates and times for each. Reviewer selection must happen first, then manager approval (if turned on). We recommend giving at least 3-4 business days for each step so that all participants have enough time to complete their assigned tasks.
All review reports will only be shared at the deadline.
Add in a title/communication
On the Communication page, you will first need to enter a title for your review, survey or form. It should be specific and easily referable. Such as, 2020 Bi-Annual Peer Review.
Next, enter in the review context. Note, this communication will be sent in the initial email to all participants taking action in the review, and will appear on the review task in Impraise. Whether you're completing a self-assessment, peer review, or both the context will be the same for everyone.
See example review communication here
Before scheduling your review decide whom the reports should be shared with: The feedback recipient and/or the feedback recipient manager. Review reports are shared at the deadline, simultaneously with recipient and manager when applicable. You cannot edit who will receive the report once the review launches.
Tip: You can also add "Observers" who will receive all individual reports from the review. We recommend adding an observer to every review. An observer should be a generic / HR account that is used for scheduling and filing, to ensure there is one account with all review reports.
When you feel you are ready click Save and close. Always double-check the summary of your review, then select the Schedule button to set your review in motion!
By selecting this template, the reviewer selection functionality will be automatically turned on. This gives users the ability to select their own reviewers. You can enable manager approval by opening the Edit Matching Options menu, which can be found on the participants tab when you click 'edit'.
This allows managers to edit, add, and/or approve the peers selected by their direct reports before the feedback exchange begins. If a manager doesn’t complete the approval step, the direct report’s choices will be respected.