How to create a new review cycle?

Modified on Mon, 22 May 2023 at 06:32 PM

A review cycle is a performance management process in which the overall performance of an employee in a particular time frame is evaluated. Keka offers you these options-

  1. Automated Review Cycle, which is triggered as per the frequency configured in the Review Group settings.
  2. Ad-hoc Review Cycle, Which can be initiated anytime.


Creating an automated review cycle

Navigate to the Performance (1) tab, then click on Reviews (2) & select Review Groups (3) under Reviews Tab.



Once you are in the Review Groups tab, select the Review Group (1) for which you wish to create a new cycle. 
Under New Review Cycles, enter the Review Cycle Name (2) & click on Create Review Cycle (3).



The review cycle will be created & you can click on Start Setup, to begin with the configuration setup of the review cycle as per your requirements.

Creating an Ad-hoc Review Cycle.


Navigate to the Performance (1) tab, then click on Reviews (2) & select Review Groups (3) under Reviews Tab.

Once you are in the Review Groups tab, select the Review Group (1) in which you wish to create a new cycle, 
then for the selected Review Group, click on the three dots (2) & select Create Ad-hoc Cycle (3).


Enter the Review Cycle Name (1), select the review Start date (2) & click on Create (3).

The Ad-hoc review cycle will be created & you can click on Start Setup to begin with the configuration setup of the review cycle as per your requirements.


Hope this helps you set up ad-hoc and automated review cycles. More questions? Get in touch with our productexperts today!

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