How do I create a new review?

Administrators can start a new review by clicking on the Create Review button. There are two options to Create a new review with custom settings or use a pre-made templates created using leading methodologies from our Zenefits HR experts by selecting the Use a review template option.

Custom Review

- Select Create a new review
- Enter a Name and a Description for the review
- Select +Add your first question (repeat as needed)
  • Enter text for the Question
  • Add a Description (optional)
  • Choose type of Response, Text or Rating (5 points scale)
  1. Can Allow Comments on Rating questions
  2. Rating labels can be customized
  • Select Save Question
- Select who will be reviewed
  • All Employees
  • My Team
  • Specific Workers
  • Custom
  1. Can choose departments, work locations, job titles, earnings type, employment type, or specific workers
  2. The number of people selected will change accordingly as the filters are updated
- Select who will conduct the review
  • Employee’s Manager
  • Direct Reports
  • Peers (Workers sharing their manager)
  • Self-review
All reviews are submitted to the reporting manager. The reporting manager can view responses of reviews after  completing their own review. Regardless  of whether or not the feedback is to be shared with the report, when the manager is selected to be a reviewer, they will receive all submitted reviews only after they have completed their own review. They can add and remove reviewers after the review is created.

- Sharing Feedback
  • Tell us if and how you want managers to share feedback with their reports
- Choose a schedule for the review
  • Once
  • Repeat: By number of days or months
  • Custom
- Confirm due date for the review
- Click Start to begin the review


Review Template

- Select Use a review template (can Preview each template)
- Select Peer Review, Manager Review, or Quarterly Review
- Edit Name if needed and add a Description
- Review questions and edit, add, delete, or re-order as needed
- Select who will be reviewed
  • All Employees
  • My Team
  • Custom (Can choose departments, work locations, job titles, earnings type, employment type, or specific employees)
- Select who will conduct the review
  • Employee’s Manager
  • Direct Reports
  • Peers (Employees sharing their manager)
  • Self-review
All reviews are submitted to the reporting manager. The reporting manager can view responses of reviews after  completing their own review. Regardless of whether or not the feedback is to be shared with the report, when the manager is selected to be a reviewer, they will receive all submitted reviews only after they have completed their own review. They can add and remove reviewers after the review is created.

- Sharing Feedback
  • Tell us if and how you want managers to share feedback with their reports
- Choose a schedule for the review
  • Once
  • Repeat: By number of days or months
  • Custom
- Confirm due date for the review
- Click Start to begin the review

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