Create a performance review cycle in SimplePerf

In SimplePerf, admins create a review cycle in the web dashboard with a four-step builder: Details, Questions, Participants and Review. You can save the cycle as a draft at the last step and finish it later.

Step 1: Open the cycle builder#

In SimplePerf, switch to Admin (top right), stay on the Cycles tab and click Create cycle.

Step 2: Fill in the details#

• Cycle name: pre-filled with the current quarter, for example "Q4 2026 Performance Review". Change it if you like.
• When can reviewees see reviews?:
  • As soon as the reviewer submits (default), or
  • Only after the reviewee's manager releases them. See release reviews.
• Managers write their review only after the other reviews are in: turn it on if managers should read the self, peer and upward reviews before writing theirs. Managers then get a message once the other reviews about their report are in. Off by default.
• Deadline (optional): you can leave it empty for now. You pick the exact deadline date and time when you send the cycle.

Click Next.

Step 3: Choose the questions#

Pick the review types and edit their questions. See add and edit questions.

Step 4: Add the participants#

Choose who is reviewed and by whom. See add participants and reviewers.

Step 5: Check and send#

The Review step sums up the cycle: its name, review forms, participants, visibility and deadline. Then:

• Save as draft to finish later, or
• Create & launch to send it now or schedule it. See launch or schedule a cycle.

Start from an existing cycle#

To reuse last quarter's setup, open the cycle's ⋮ menu in the cycles list and choose Duplicate cycle. See manage your cycles.