How do I initiate a Review?

Profit.co allows managers and HR teams to initiate structured performance reviews for employees using predefined templates, schedules, and assessment scopes.

Why initiate a performance review?

Initiating a review helps organizations:

• Assess employee performance against defined roles and responsibilities
• Provide structured and timely feedback to employees
• Improve employee motivation, engagement, and job satisfaction
• Enable fair and consistent performance evaluations across teams

How to initiate a review in Profit.co

Step 1: Navigate to the Reviews page

• Go to Performance → HR Administration from the left navigation panel
• Switch to the Reviews tab
• Click + Initiate Review

Step 2: Configure review details

In the Initiate Review side panel:

• Select the Review Template and Q&A Template
• Enter a Review Title and Review Period
• Define the Access List for the review
• Choose the Joined Before date
• Select the Review Scope (organization, department, or team)

Note: You can add custom fields during the review initiation process.

Step 3: Enable peer reviews (optional)

• Turn on the Add Peer Reviewers toggle if peer assessments are required
• Choose a peer review configuration based on your organizational needs

Step 4: Set scheduler options

In the Scheduler Options section:

• Set an Auto Close Date for the review
• Add Grace Days if participants need extra time
• Configure the Review Level and End Date for each assessment stage

Configure Review Reminder Settings

After setting the scheduler options, you can configure reminders to ensure participants complete their assessments on time.

• In the Reminder Settings section, set the number of reminders you want to send to participants.

• You can configure a maximum of 20 reminders per review.

• Set the reminder frequency: choose how often reminders should be sentuntil the participant completes their assessment.

• Click Proceed to continue.

Step 5: Initiate or schedule the review

From the confirmation popup, choose one of the following:

• Initiate Now - Start the review immediately
• Schedule for Later - Launch the review on a future date

Note:

You can assign different timelines for self, manager, and peer assessments. Manager assessments can be scheduled on or after the self-assessment date.

Note: Once the review is initiated, if you no longer wish to send reminders, you can easily turn them off at any time by toggling off the Enable Reminders option from the review settings without affecting the review progress or schedule. 

 

What happens after initiating the review?

• The initiated review appears on the Performance Reviews page
• Participants receive notifications based on the configured schedule
• Progress can be tracked throughout the review cycle

Best practices for initiating reviews

• Use standardized templates for consistency across reviews
• Clearly define the review scope to avoid unnecessary participants
• Allow sufficient time for each assessment stage
• Enable peer reviews only when relevant to the role
• Review schedules carefully before initiating to avoid overlaps

Related Questions

To learn more about the process of 360 assessment, click here.

Frequently Asked Questions