Performance reviews
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Owners in performance reviews
Steps Go to Performance > Reviews and open the review. Click Edit (pencil icon) at the top right. In...
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Set your company's score scale
The company score scale is the range and the labels used for the Overall performance question, the rating questions...
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View review results
Do it with One: "How did our latest performance review go?" Every launched performance review has its own results,...
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Add a potential score to a review
Before you start The review must include the Manager to direct report review type. The potential questions are only...
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About performance reviews
Do it with One: "Which performance reviews am I taking part in, and how many evaluations do I have...
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Manage participants and reviewers in an active review
While a performance review is Active, admins and review owners can fix who is evaluated and who evaluates. You...
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Export review results
You can export a performance review to an Excel (.xlsx) file with every answer, score and AI insight you...
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Choose review features
Features are optional parts of a performance review that you turn on per review: action plans, competency assessment, potential...
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Review types: self, manager, peer and direct report
Do it with One: "Show the self, manager and peer scores for my team in the 2026 annual review."...
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Review history in the employee profile
Do it with One: "Show me the performance review history of <name>." The Performance tab of an employee's...
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Share a manager review with additional reviewers (co-reviewers)
Some employees answer to more than one manager, for example a line manager and a project or functional manager....
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Set results visibility and anonymity
The Visibility settings of a performance review control who sees submitted answers and when. You can give managers early...
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Create a performance review
Create a performance review from scratch with the New review wizard. The wizard asks for the title, review types,...
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Edit, stop, reopen, duplicate, archive or delete a review
Once a performance review is launched, admins and owners can still change some settings, extend the deadline, stop it...
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Launch or schedule a review
Launching a performance review starts it: Factorial creates the evaluations for every person to evaluate and notifies the reviewers....
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Performance reviews FAQ
Do it with One: "How did our latest performance review go?" Setting up How do I set...
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Use review templates
Review templates let you start a performance review with questions and settings already in place. Factorial includes three predefined...
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Track participation and send reminders
Do it with One: "Which managers are late in submitting their reviews in the 2026 annual review?" The...
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Assign and manage peers review type
In a performance review that includes the Peer review type, peers are not assigned automatically. Once the review is...
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Build the review questionnaire
The questionnaire is the set of questions reviewers answer in a performance review. Each review type has its own...
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Troubleshooting performance reviews
This article lists the most common problems with performance reviews and how to fix them, grouped by stage. Each...
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Edit a submitted review
If a performance review has Allow review edits turned on, you can reopen an evaluation you already submitted, change...
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Choose the target group
The Target group (sometimes called participants, reviewees, audience or people to evaluate) is the set of employees being evaluated...
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Run an action plan after a review
Do it with One: "Do all employees rated below expectations in the 2026 review have an action plan?" ...
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Set up the performance score
Do it with One: "What was the average performance score in the 2026 annual review, by team?" The Scoring...
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Action plan PDF and e-signature
Do it with One: "Which action plans in the 2026 review have been submitted, and when?" When both...
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Complete a review
Do it with One: "Do I have any pending performance evaluations to complete?" When a performance review starts,...
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Review notifications and reminders
Do it with One: "Do I have any pending performance evaluations to complete?" Factorial sends emails and inbox...