Creating a cycle allows you to prepare a reusable framework that managers can use to launch development initiatives more easily.
Cycles are mainly designed to simplify the launch process while maintaining consistency across the organization.
A cycle can notably help define:
the audience
the type of initiative
the template being used
reminders
sending parameters
certain configuration rules
📌 Once activated, the cycle will generate initiatives that can be launched from the dashboards. Managers will also have access to these initiatives.
Steps to create a cycle
1. Access cycles
From the left-hand menu:
Open the Performance Management section
Select Cycles
2. Create a new cycle
Select Create a new cycle.
➡️ You will then be able to choose between:
a 360 feedback initiative
or a self-assessment
Not sure which approach best fits your reality? Follow our guide on choosing between 360 feedback and self-assessments here. 👌
3. Define the audience
Choose which employees will be included in the cycle.
The cycle can be:
available to the entire organization
limited to specific groups
based on attributes from the Employee profile
4. Configure suggested participants (360 feedback)
⚠️ This step only applies to 360 feedback initiatives.
You will be able to:
define the number of suggested participants
establish selection priorities
configure the criteria used by the platform
Suggestions can notably be based on:
job title
department
manager
various organizational attributes
Looking for more information about 360 feedback? Explore our complete section here for additional recommendations and best practices.
How does participant selection work?
The platform first attempts to suggest participants who match the Priority 1 criteria.
If not enough people are available, it will then move to the following priority levels.
Tip 💫
Criteria can be rearranged to better reflect your organizational reality.
To do this, simply drag and drop attributes between priority levels to customize the selection order for your organization.
5. Choose a template
Select an existing template or create a new one.
Templates can then be adjusted to better fit the needs of your initiative.
6. Adjust the questionnaire
Before activating the cycle, you can:
add questions
modify certain wording
disable questions
change the order
make certain questions mandatory
add translations
We recommend previewing the questionnaire before launching it.
A quick review before launch often helps avoid adjustments once the initiative is already underway.
7. Configure sending parameters
Define:
the response period
automatic reminders
cycle frequency
the invitation message
result visibility settings
8. Activate the cycle
Everything is ready; all that’s left is to launch it! 🚀
Once the configuration is complete, activate the cycle to make it available within the platform.
Managers will then be able to use the initiatives associated with the cycle and benefit from a clear framework that helps simplify the launch process.