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
• 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.

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