Under the Active tab, select the required review cycle and click View Details to perform actions such as pause/resume/cancel review cycles. It is important to add remarks while you do these actions. After the review cycle is paused, you can resume/cancel the cycle.

Delete review cycle

In greytHR, once you cancel a review cycle, you can delete it from the Reviews section, keeping your system clutter-free and organised.

Under the History tab, select the canceled review cycle that you want to delete and expand it.
Click Delete and Confirm it. The review cycle will be removed.
- You can also delete the cycle by selecting the canceled review cycle > View Details > Delete Cycle.

Note: To delete an active review cycle, you must first pause and cancel it.

Edit the review cycle timelines

To edit a review cycle timeline after activation, select a review cycle and click on the settings icon. Go to the Set Timelines section and update the new timelines as required, and save the changes.

Clone the review cycle

You can clone the review cycle to create an exact copy of an existing cycle. This is helpful if you want to efficiently duplicate configurations, data, or systems.

Note:

You must perform similar actions as creating a review cycle to clone the review cycle.
The Performance Period does not get cloned. You must define it.

💡 Clone existing cycles and adjust the employee list or timelines to save time.

Notify employees/assessors/admins to perform assessments

You can send email reminders to employees, assessors, or admins when it’s their turn to complete an assessment.

To send a notification, from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Reviews. Select the required review cycle card and click View Details. Click Notify to notify the employees/assessors/admins through email.

Notify/Pause employees’ review cycles

You can notify and pause the review of a single or multiple employees. But this can be done just for active review cycles.

To notify/pause employees’ reviews, from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Reviews.

Scroll down, select the employees, and click the Notify/Pause button available at the bottom of the page.

Reopen employees’ review cycles

You can reopen an assessment of an employee in the following scenarios:

If the employee/assessor/admin miss to complete the assessment and the due date passes.
If the employee or any other assessor wants to edit the assessment record.

To reopen the assessment, from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Reviews.

Under the Assessment Status in a review’s control panel, select the required employee(s), scroll down, and click Reopen.
On the Reopen Assessment pop-up, select the assessor for whom you want to reopen the review.
Select the due date, add remarks, and click Confirm. The assessment will reopen for the selected assessor, and the process will continue from that point again. All subsequent assessors will need to perform the assessment again before the due date.

💡 Use the Activity Log to monitor progress and reopen assessments to track updates.

Review and publish employee(s) assessment

As an admin, the final assessment is done by you when the assessment window opens. To review the assessment, from the greytHR Admin portal, hover over the 9 dots and select Performance Management > Reviews.

Just select the required review cycle card and click View Details.
Go to My Tasks, and find the employee whose assessment you want to review.
Note: Alternatively, you can do the same action from the Active tab. Just scroll down to the My Tasks section, and select the employee whose assessment you want to review.
Click Review to review and click Next to approve and submit the assessment.

Note: After completing the review and submitting the assessment, the next step is to publish the assessment.

Go to the Ratings & Recommendations tab of the specific review cycle.
Click the Publish Ratings option to publish the assessment for all the employees.
Note:
- You can also select all the employees using the checkboxes, but the system publishes the assessment of only the employees whose assessment is reviewed.
- If you want to publish it for selected employees, then you need to select the employee and click the Publish button at the bottom of the page.

Info: If the calibration has been completed for the selected review cycle, then you can choose to publish either the Aggregate Ratings or the Calibrated Ratings. If not, you can publish the Aggregate Ratings.

Note:

The Remarks column displays any remarks added and also the published date of the assessment record.
The employee can view the published assessment record on their ESS portal.

Download review reports

You can download a review report that includes all category levels, final ratings, and every specified recommendation from the review cycle. If there is no recommendation of that type for a particular employee, the corresponding field will be left blank.

To download the report, from the greytHR Admin portal, hover over the 9 dots, and select Reports > Reports Gallery > Reviews Report. Select the Performance Period for which the report has been published and choose the review cycle. You can generate it for all or selected employees.

Consolidated review report

You can generate a Consolidated Reviews Report to view employee ratings across multiple review cycles within a single performance period.
If your organization conducts quarterly or monthly reviews, this report helps you view all cycle-wise scores together, such as Q1–Q4 results, without checking each review cycle individually.

From the greytHR Admin portal, hover over the 9 dots, and go to Reports > Reports Gallery.

Search for Consolidated Reviews Report.
Select the required Performance Period.
Choose All Employees or Selected Employees as per your requirement.
Click Generate to view the consolidated scores for all selected review cycles within the chosen performance period.

Note:

Ratings appear only for published review documents.
Employees not part of a specific cycle will appear with a blank score for that cycle.

Comprehensive Reviews report (Detailed review report)

The Reviews Report provides a detailed view of employee performance assessments for a specific review cycle. It includes assessor ratings, comments, category-wise breakdown, and overall assessment status.

From the Reports Gallery page search for Reviews Report.
Select the Performance Period and the specific Review Cycle.
Choose All Employees or Selected Employees as needed.
Enable Generate Detailed Report if question-level data is required.
Optionally, select Include In-Progress Reviews to include reviews that are not yet published.
Click Generate to download the report.

Key Highlights:

Shows employee details, performance period, and review cycle.
Lists all assessors in the cycle with their weightages.
Displays assessment status: Not Started, In Progress, Completed,etc
By default, shows category-level ratings; question-level ratings/comments appear if Generate Detailed Report is enabled.
Includes optional data like salary recommendations, PDP/PIP actions, and reviewer remarks.
Can be generated for one review cycle at a time.
Published and in-progress reviews cannot be combined in the same detailed report; summary-level data can include in-progress reviews.

Frequently Asked Questions:

What actions can be performed after a review cycle is created and activated?

After activation, admins can pause, resume, cancel, delete, clone, edit timelines, send notifications, reopen assessments, publish assessments, and download various reports related to the review cycle.

How can admin pause a review cycle?

To pause a review cycle:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Open the Active tab.
Select the required cycle and click View Details.
Click Pause and enter remarks.

How can admin resume a paused review cycle?

To resume a paused cycle:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Open the paused review cycle’s View Details page.
Click Resume, add remarks, and confirm.

How can an admin cancel a review cycle?

To cancel a review cycle:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Select the cycle under the Active tab and click View Details.
Click Cancel, add remarks, and confirm.
Once cancelled, no assessments can continue.

Can an admin delete a review cycle?

Yes. Cancelled cycles can be deleted.

To delete:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews > History.
Select the cancelled cycle and expand it.
Click Delete and confirm.

Note: Active cycles must be paused and then cancelled before deletion.

How can review cycle timelines be edited after activation?

To edit timelines:

Select the review cycle and click the Settings icon.
Go to Set Timelines.
Update the required dates and save.
Note: Only the timeline section can be edited post-activation.

What does cloning a review cycle do?

Cloning creates an exact copy of the existing review cycle configuration, allowing admins to reuse settings and save time.

How can a review cycle be cloned?

To clone a cycle:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Select the review cycle from the list.
Open View Details.
Click Clone Cycle.
Update the required fields such as the Performance Period (which does not get cloned).
Save the cycle.

What happens to the Performance Period during cloning?

The Performance Period does not get cloned automatically. It must be manually selected during the cloning process.

How can admins notify employees, assessors, or other admins to complete assessments?

To send notifications:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Open the required review cycle’s View Details page.
Click Notify. Email reminders will be sent to the selected recipients.

How can admins notify or pause the review process for specific employees?

To notify or pause individual employees:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Scroll to the employee list.
Select one or multiple employees.
Click Notify or Pause at the bottom of the page.
This applies only to active cycles.

When should an employee’s review be reopened?

A review can be reopened if:

The employee or assessor missed completing the assessment before the due date.
An employee or assessor needs to edit/update previously submitted assessment data.

How can an employee’s assessment be reopened?

To reopen:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Under the review’s Assessment Status, select the employee(s).
Click Reopen.
Choose the assessor for whom the review needs to reopen.
Select the due date, add remarks, and confirm.

What happens after an assessment is reopened?

The selected assessor gets access again, and all assessors at later stages must redo their assessments before the new due date.

How can admins review and approve employee assessments?

To review:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Open View Details of the review cycle.
Under My Tasks, select the employee.
Click Review, verify the details, then click Next to approve and submit.

How can admins publish assessment results?

To publish:

From the greytHR Admin portal, hover over the 9 dots and go to Performance Management > Reviews.
Go to the Ratings & Recommendations tab.
Click Publish Ratings.
Admins can choose to publish all reviewed assessments or select individual employees.
If calibration is completed, admins can choose between Aggregate Ratings or Calibrated Ratings.

Can assessments be published for employees whose reviews are not yet completed?

No. Assessments can only be published for employees whose assessments have been fully completed.

Where can published assessments be viewed by employees?

Employees can view their published assessments in their greytHR ESS portal.

What is included in the Review Report?

The Review Report contains:

Category-level scores
Final ratings
Assessor details
Recommendations
Any custom fields configured for the cycle. Fields with no data appear blank.

How can the Review Report be downloaded?

To download:

From the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports Gallery > Reviews Report.
Select the Performance Period and Review Cycle from the dropdown.
Choose all or selected employees.
Click Generate.

What is a Consolidated Reviews Report?

It is a combined report that shows employee ratings across multiple review cycles in a single performance period—useful for quarterly or monthly review comparisons.

How can a Consolidated Reviews Report be generated?

To generate:

From the greytHR Admin portal, hover over the 9 dots and go to Reports > Reports Gallery.
Search for Consolidated Reviews Report.
Select the Performance Period.
Choose all or selected employees.
Click Generate.

What is included in the Detailed Reviews Report?

The Detailed Reviews Report includes:

Employee and assessor details
Category-wise and question-wise ratings (if enabled)
Comments
Assessment status
Recommendations (salary changes, PDP/PIP, etc.)
Reviewer remarks

How can the Detailed Reviews Report be generated?

To generate:

Search for Reviews Report in the Reports Gallery.
Select the Performance Period and Review Cycle.
Choose employee selection.
Enable Generate Detailed Report if question-level details are needed.
Click Generate.

Can detailed reports include both published and in-progress reviews?

No. The detailed report can include only one type at a time — either published or in-progress reviews.
Summary-level reports can include in-progress reviews, but detailed reviews cannot.

Are employees not part of a cycle included in consolidated reports?

Yes, but their score for that cycle will appear blank.

Where can admins track all actions performed on review cycles?

The Activity Log records key actions such as reopen, pause, notifications sent, and timeline updates.

Other related links:

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