Frankli

Here we introduce the Review Cycles feature and explain everything needed to get you going

Review cycles explained

Everything you need to know about the Review Cycles feature in Frankli

Review Cycles

A breakdown of the Steps you can include in your Review Cycle

What Steps are Available in a Review Cycle?

A brief explanation of the Self Reflection step in Review Cycles

What is a Self Reflection?

A brief explanation of the Upward Review step in Review Cycles

What is an Upward Review?

Here's what to expect when you get added to a review cycle in Frankli

What Happens During a Review Cycle?

A brief explanation of the Manager Review step in Review Cycles

What is a Manager Review?

How to access your responses from previous review cycles

How do I See my Responses from Previous Review Cycles?

A simple explanation of Peer Reviews, plus tips on who you should invite to take part

What is a Peer Review?

In this article we show how you can troubleshoot if your text won't save or is over the character limit.

What to do if your text/answers won't save

Learn how to check your notes from a Post-Review Cycle 1:1 Meeting

How do I View my Notes from a 1:1 Meeting Linked to a Review Cycle?

How to check if you have completed all the necessary steps in your Review Cycle

When am I Finished in a Review Cycle?

Learn who can participate in a Review Cycle

Can Someone Outside my Organisation Participate in a Review Cycle?

A brief explanation of the different types of Review Cycle

What's the Difference Between Open and Sequenced Review Cycles?

Looking to add or delete questions to a published review cycle? Here's what you need to know.

Can I Modify the Questions after Creating the Review Cycle?

Here we explain why someone may not be available to add to a Review Cycle

Why Can't I Add my Colleague to a Review Cycle?

Sometimes, an employee's manager changes mid-way through an evaluation cycle.

What happens if a manager is changed during an ongoing review cycle?

Frequently asked questions

Here we explain how to view the responses to Peer reviews or Upward reviews in a cycle

Viewing responses to Peer or Upward reviews

A guide to completing a self-reflection as part of an active Review Cycle

Responding to my Self Reflection

Here's how to invite your colleagues to complete a peer review about you

Inviting Colleagues to Complete a Peer Review

Learn how to see your manager's feedback from a recent review cycle

Viewing a Review Response from your Manager

Using Frankli's Reviews tools as an employee

As an Employee

Here we outline expectations of a people manager during performance review cycles

What to expect when one of my direct reports is participating in a review cycle

This is what you can see as a people manager during a review cycle

A guide to the Team reviews page

Learn how to create a 1:1 meeting which is linked to a Review cycle

Scheduling a 1:1 with a direct report to discuss the outcome of a review cycle

Here we take you through the steps of completing a manager led review step as part of an active review Cycle

Responding to a Manager Review

Learn how to share completed reviews with your team

Sharing completed manager reviews with your team

Using Frankli's Reviews tools as a manager

As a Manager

How to unsubmit a submitted response to a self reflection, manager review, peer review or upward review

Unsubmitting the response to a review

Here we explain how to calibrate an assessment score for a submitted manager review

Calibrating a submitted assessment score

A guide to all the data available on review cycle analytics

Review cycle analytics

This article explains how you can see changes made to a review cycle

Viewing Admin Activity in a Review Cycle

Learn the steps involved in setting-up a performance review cycle as an Admin

Setting up a new review cycle

Learn what you see when a review cycle is live

Viewing an active review cycle's details

Here we explain how to make changes to a Review cycle after it has been created

Editing an active Review cycle

If you have scheduled a review cycle you can delete people from it. Here's how.

How to delete people from an existing review cycle

Here we explain how to unsubmit multiple self reflection or manager reviews at once

Unsubmitting multiple reviews at once

Here we show you how to extend the final step of a review cycle to give your people a chance to finish responding

Extending an active review cycle

Here's everything you need to know about deleting a review cycle.

Deleting an existing review cycle

Here we explain how to unlock the manager review for a cycle participant so that they can be shared by their manager

Unlocking manager reviews after calibration

Understanding the reporting available for Performance Review Cycles

Review Cycle Reporting

Learn how to create a review cycle using an existing cycle as a template

Copying an existing Review cycle

Using Frankli's Reviews tools as an admin

As an Admin

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.