Setting up and managing reviews in Uptick can be done only by account Admins. Admins are able to view all reviews, as well as set up and manage review cycles and the account evaluation form for reviews. It's important to keep this in mind when making someone an Admin.
Editing the account evaluation form
The evaluation form is used for reviews in Uptick, and it is account-wide. Anyone with Admin permissions can view and edit the form.
Access the form via the Admin page > Evaluation form.
The evaluation form has a set of default questions, but all questions can be edited or deleted, and new questions added.
The questions are all short-answer, text input, with an option to enable or disable response ratings. Ratings are done by the manager only, and allows them to score the team member on a 1-5 scale for each question with this option enabled, with 5.0 being the highest score.
Setting up a review cycle
Review cycles can be created by any user with Admin permissions. Any number of review cycles can be set up, but only one can be started and "in progress" at a time.
Set up and manage review cycles via the Admin page > Review cycles.
The Review Cycles page shows any existing review cycles, with the option to create a new review cycle, and another way to access the evaluation form.
Important: edit the evaluation form before creating a new review cycle
Click "New Review Cycle" in the upper right corner.
First, you name the review cycle, and then work through the steps to select an approver (the approver approves everyone's review), and dates for the cycle. Note that the dates (for self-evaluation, manager evaluation, approval, etc.) must all be after the end date of the review period.
Next, you will see an option to select participants for the review cycle. Right now reviews are account-wide for everyone in Uptick, and the option to choose only some users is not a feature. Send us a chat - we'd love to know how you'd like this to work!
Finally, you are able to preview the evaluation form that you have set for your account.
Once the setup is complete, click "Create" and your review cycle will appear on the Review Cycles page.