Set up and run a performance review cycle

A review cycle is how Kredily organizes performance evaluations for a defined period — quarterly, half-yearly, or annual. Admins configure the cycle once; employees and managers complete their part as it moves through its stages.

Set up a cycle (admin)

1. Open the Performance module and start a new review cycle.
2. Set the cycle period (the months it covers) and the timeline for each stage — when self-review opens, when manager review opens, and when the cycle closes.
3. Choose who the cycle applies to — your whole organization, or specific departments/teams.
4. Decide which components are included, such as goals, self-assessment, manager assessment, and, if your organization uses it, peer or 360 feedback.
5. Publish the cycle. Employees and managers are notified once their stage opens.

How a cycle progresses

Most cycles move through the same broad stages: goal check-in, self-review, manager review, and — where enabled — calibration before ratings are finalized and shared. Each participant only sees the actions relevant to their stage; you don't need to manually move people between stages if you've set the timeline correctly.

Tracking progress

From the cycle's overview, admins and HR can see completion status — who has submitted their self-review, whose manager review is pending, and which teams are lagging. Use this to send reminders before a stage closes rather than after.

Common issues

• An employee can't see the review form — confirm they're included in the cycle's scope (department/team) and that the relevant stage is currently open.
• Manager review is blocked — most cycles require the self-review to be submitted first; check its status before assuming the manager's screen is broken.
• Cycle dates need to change mid-flight — extending a stage deadline is usually safer than shortening one, since employees may already be partway through a submission.

When to contact support

If a cycle's stage doesn't open on schedule, or submitted reviews aren't showing up for the next stage, raise a ticket with the cycle name and the affected employee(s).

Related: Set goals and track OKRs, Complete a self-review and manager review