Use a Cycle
A cycle is designed to plan and automate initiatives across a team, department, or your entire organization.
Administrators and HR employees use cycles to prepare campaigns in advance.
From a cycle, you can:
select employees based on their attributes (department, manager, location, etc.)
schedule the initiative's launch date
choose a 360 Feedback or Self-Assessment questionnaire
configure email templates
automate the rollout of the initiative to managers
Before questionnaires are sent to participants, managers receive a separate individual initiative in their dashboard for each of their assigned employees. They can review and customize each initiative as needed before launching their questionnaires.
A cycle is the best option for a structured initiative across an organization or department.
Use the Dashboard
The dashboard allows managers, HR employees, and administrators to launch an initiative quickly without creating a cycle.
This option is ideal when an initiative involves only one employee or a small number of employees.
From the dashboard, you can:
launch a 360 Feedback or Self-Assessment for an employee
select participants individually
use an existing questionnaire template or create a new one
start an initiative without organizational planning
The dashboard is particularly useful to:
support a new employee
prepare for a development discussion
conduct a one-time feedback exercise
support an individual development plan
carry out a career or growth evaluation
Which Option Should You Choose?
If you want to... | Use... |
Launch an initiative for a team or multiple employees | A Cycle |
Plan a recurring campaign | A Cycle |
Automate manager assignments and manage deadlines | A Cycle |
Question a single employee or a small group of employees | The Dashboard |
Launch an initiative quickly without creating a campaign | The Dashboard |
Create a one-time, personalized approach | The Dashboard |
Summary
A cycle is used to organize and plan initiatives for groups of employees or the entire organization.
The dashboard allows you to quickly launch an individual initiative without creating a cycle.
Both options provide access to the same types of questionnaires (360 Feedback and Self-Assessment), but they are designed for different use cases depending on the scope of your initiative.