Setting up

1. How do I set up a review?
   Go to Performance > Reviews > New review, choose From scratch or Use a template, complete the wizard, add questions in the Questionnaire, and click Launch review. See Create a performance review: templates, questionnaire and target group.
    
2. We've never run a review. Where do we start?
   Use a predefined template: Performance Review - 180º (self and manager), Performance Review - 360º (self, manager, peers, direct reports) or Probation period. See Create a performance review: templates, questionnaire and target group.
    
3. Can we use our own questions?
   Yes. Build them in the questionnaire, with a separate set per review type, and save the review as a template to reuse it. See Create a performance review: templates, questionnaire and target group.
    
4. Can a review repeat every year automatically?
   No. Duplicate the review or create it from a template each time.
    
5. Can I change the rating scale to 1–10?
   Yes, in Settings > People > Reviews > Scoring, for new reviews. See Scores, score scales and potential.

Participants and reviewers

1. Can I add people after launching?
   Yes, while the review is Active: Edit > Targets > Add targets. See Create a performance review: templates, questionnaire and target group.
    
2. Can I remove someone after launching?
   Yes, while the review is Active: Edit > Targets > Delete target. All their data in the review is deleted.
    
3. Can I replace a manager in an active review?
   Yes. Admins and owners can Replace reviewer on an unsubmitted manager review, and then Update the direct report review so the employee reviews the new manager. See Manage an active review: participation, peers, reviewers and status.
    
4. Can more than one manager review the same employee?
   Yes. Admins and owners can add additional reviewers (co-reviewers) to the employee's Manager review, for example a project or functional manager. They share the same evaluation. See Manage an active review: participation, peers, reviewers and status.
    
5. Who chooses peers?
   Admins, owners and each person's direct manager, after launch. See Manage an active review: participation, peers, reviewers and status.
    
6. Someone left the company and their reviews are pending. What do I do?
   Use Delete review on their evaluations so they don't block participation or scores.

Answering

1. How do I answer a review?
   Open the inbox task or Performance > Reviews, open your evaluation, answer and click Submit. Answers save automatically. See Complete a review and run the action plan.
    
2. Can I edit after submitting?
   Only if the review has Allow review edits on, until the review ends or the action plan is submitted. See Complete a review and run the action plan.
    
3. Can I see the employee's goals while reviewing?
   Yes. Click View context and open Goals.

Results

1. Do you have analytics for reviews?
   Yes. Each review has Insights, Answers, Heatmap, Personal results and Team insights tabs. Across reviews, admins can use Talent Analytics (performance distribution and 9-box grid) and the performance dashboards. See Review results, exports and history.
    
2. Can I export review data?
   Yes, as an Excel (.xlsx) file from the review's Export icon. See Review results, exports and history.
    
3. Where is the 9-box grid?
   In Talent Analytics (admins only), based on the latest completed review with a potential score. See Scores, score scales and potential.
    
4. Can we run calibration sessions?
   There is no calibration session feature. Teams use the review results, the 9-box grid and the action plan conversation instead.

Action plans

1. Can we discuss the action plan inside Factorial?
   Yes. The action plan has a Comments thread below Conclusion. The employee, their reviewer and the employee's managers can comment until one side submits. See Complete a review and run the action plan.
    
2. Can action items become goals?
   Yes. Click Set a goal on an action item.

One and AI

1. Can One create or launch a review for me?
   No. One can answer questions about reviews (pending evaluations, scores, answers, AI summaries, action plans, trends) but can't create, launch, remind or submit. See Ask One about reviews, feedback, competencies and incentive plans.
    
2. Does Factorial use AI in reviews?
   Yes: AI Insights and Team insights summaries, Alignment, Enhance writing help when answering. See AI features in Performance: insights, suggested competencies and writing help.