Running a review cycle
Create a cycle from a template, choose who is reviewed, launch it, calibrate ratings and release results.
A review cycle is one round of reviews — for example "2026 annual review" or "Q4 probation reviews". HR runs cycles from HCM → Performance → Cycles.
Templates
A template holds the questions. Plenix starts you with three: Annual review, 360 review and Probation review. Under Templates, click New template to build your own with sections of questions:
- Rating — a score on your rating scale
- Competency — a score plus a comment
- Text — a written answer
Mark questions as required, and choose whether the template includes a self review, a manager review and peer reviews, and whether peers are anonymous. Archive a template you no longer use — cycles that used it keep their questions.
Create a cycle
Click New cycle, pick a template, and set:
- the review period and the deadlines for self, peer and manager reviews
- who is reviewed — everyone, or chosen departments, branches or people, leaving out anyone you choose
- the maximum number of peers each person can ask for
The cycle starts as a draft. Its page shows exactly who will be reviewed and who their manager is, so you can fix a missing manager in HCM before you launch. Use Edit to change it, or Delete to remove a draft.
Launch
Click Launch. Plenix creates a review for every person in the cycle and asks each one for their self review and their manager for the manager review. Use Send reminders at any time to nudge everyone still outstanding.
The cycle page shows progress tiles (click one to filter the list), the spread of ratings and a table by department. If a manager changes, reassign the manager review on that row to someone else without restarting the cycle.
Calibrate
Click Start calibration when the manager reviews are in. You see every rating side by side, and can calibrate a review to change its rating with a note explaining why. The manager's original rating is kept. Reopen for reviews puts the cycle back so people can carry on writing.
Release
People see their outcome only once you release it. Tick reviews and click Release selected, or Release all ready for every review that has a rating. Each person is told, reads their outcome and acknowledges it, with an optional comment.
Click Close when the cycle is finished.
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