Account Admins can set up and manage review cycles, view and edit the account evaluation form, and can view all reviews in an account. (It's important to keep this in mind when making someone an Admin.)

Add or remove a user's Admin permissions via the Users page. For more information, see How to edit a user account.


Step 1: Edit the account evaluation form

When setting up reviews, the first step is to edit the evaluation form to customize the prompts. The evaluation form is the same form for everyone (account-wide), and any Admin can view and edit the form.

Access the form via the Admin page > Evaluation form.

The default evaluation form has prompts that cover a variety of work categories, but the whole form can be edited or deleted and new questions added, to customize it for your team or organization.

The questions are all short-answer (text input) with an option to enable or disable ratings. Ratings are done by the manager only, and allows them to score the team member on a 0-5 scale for each question with this option enabled, with 5.0 being the highest score.

NOTE: the evaluation form needs to be edited prior to the creation of the review cycle. If you need to change something on the form, you will need to cancel out of the review cycle creation, edit the form, and then start the review setup again.


Step 2: Set up the review cycle dates and participants

A review cycle can be created by any Admin. There is no limit to the number of review cycles that can be set up, but only one can be started and "in progress" at a time, and reviews are account-wide for everyone in Uptick.

Once a review cycle is created the evaluation form is saved for that cycle and cannot be changed, so it is important you make any edits to the form prior to the cycle setup.

Set up and manage review cycles via the Admin page > Review cycles.

Click "New Review Cycle" in the upper right corner of the Review Cycles page:

Name the review cycle and select dates for the evaluation period and review steps.

Each date field must be in the future from the previous date field. All dates for the steps of the review (self-evaluation, manager evaluation, etc.) must come after the review period end date.

If you click "Next" but not all of your dates are in the future from each other, any date that needs to be updated will be outlined in red:

Select participants for the review cycle.

All users in Uptick (except those who do not have a manager assignment) are selected by default to be included in the review cycle, but can be deselected if they should be excluded.

Preview the evaluation form that you have set up.

The final step allows you to preview the evaluation form. Reminder – this form is for all users, and can't be changed for this review cycle once the review cycle has been created. Exit the review cycle setup if you need to make any changes to the evaluation form.

Click "Create" when finished with the setup, and your review cycle will appear on the Review Cycles page. It will stay on the list until you are ready to start it.

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