Continuous Review Based Appraisal Cycle | Administrator Guide | Zoho People 5.0 help

Continuous Review Based Appraisal Cycle

A continuous review based appraisal cycle enables you to evaluate employee performance by analyzing continuous review scores and ratings over a set period. This process allows you to gather ongoing performance data and provides comprehensive final feedback. Based on these ratings, you can make decisions regarding promotions and salary increases for employees.

Enable Continuous Review based Appraisal Cycle

Info
Before enabling a Continuous Review–based appraisal cycle, ensure that Continuous Review is activated and the review cycles are conducted to gather feedback from employees and/or their reporting managers, refer to Set Up and Run Continuous Review.
To enable continuous review based appraisal cycle:
  1. Navigate to Settings > Performance > Configuration > Appraisal Review.
  2. Enable Continuous Review Based Appraisal Cycle.

Create Continuous Review Based Appraisal Cycle

To create a continuous review based appraisal cycle:
  1. Navigate to Operations > Performance > Appraisal > Appraisal Cycle.


  2. Click Add > Add a Continuous Review Based Cycle.
  3. Click Apply on the desired template based on how you want to run the appraisal cycle. You can choose from the following options, depending on your organization's preferences. 
    1. Continuous review based cycle with only Manager review
    2. Continuous review based cycle with Self appraisal and Manager review

  4. The Add Appraisal Cycle configuration section will appear, allowing you to set up the Appraisal Cycle. Let's proceed with the setup process step by step.

1. Basic Details

In the Basic Details tab:
  1. Enter a name for your appraisal cycle. For example, Yearly Appraisal 2025.
  2. Select the period for which your employees are being evaluated.



  3. Enter Additional note about the appraisal cycle, if required.
  4. Attach a Guideline Document for this appraisal cycle for reference.
  5. Click Next to proceed.

2. Applicability

In the Applicability section, select the employees to whom this appraisal cycle should apply. You can set applicability based on Date of Joining, Employment Type, Designation, Location, Role, Department, Custom Date Field from the employee form, and Total Work Experience.



3. Self Appraisal

Self-appraisal is the process of individuals evaluating their own performance.
Info
This tab appears only if the continuous review appraisal is created based on both self and manager reviews.
  1. In the self appraisal tab, enable and select the qualitative parameters to be included in the appraisal cycle. You can enable review questions and set comments as mandatory.
    Info
    You can tag review questions to employees in Operations > Performance > Methods > Review Questions.
  2. At the top right there are options to preview the self appraisal from the employee perspective and customi the self appraisal form.


  3. Select the Self-Appraisal Template check box, to upload appraisal guideline document. Supported file formats include PDF, .DOCX, and .XLS.
  4. After setting up Self Appraisal click Next.

4. Manager Review

Manager review is the final stage of feedback given by the reviewers chosen for this appraisal cycle. 
  1. In the Manager Review tab, enable and select the qualitative parameters to be included in the appraisal cycle. You can enable review questions and set comments as mandatory.
    Info
    You can tag review questions to employees in Operations > Performance > Methods > Review Questions.

  2. Select the manger reviewers for this appraisal cycle. You can add multiple review levels.



  3. You can also configure approval process for final level review by selecting Enable review approval for only final level review check box. For setting up approvals, refer to Approvals - Overview & Use Cases.
  4. After setting up Manager Review click Next.

5. Ratings

Set up appraisal ratings here. Continuous review ratings will be converted based on this setting and shown as the final appraisal rating. For example, if the maximum continuous review rating range is 5, and the maximum range here is 10, a rating of 4 (out of 5) will be converted to 8 (out of 10). The rating can be further adjusted by the reviewer.


6. Publish Configuration

In the publish configuration section:
  1. Select the rating publish type as either Manual or Automatic:
    Manual: Ratings are published upon clicking the Publish button.
    Automatic: Ratings are published automatically on the set date and time, you can set publish date and time in Period Configuration section.



  2. Select the required appraisal outcomes that must be shared with the appraisee upon publishing the review.
  3. Select who can share results, by default administrators can publish and share the rating results to employees, additionally you can select Final reviewer and Reporting Manager if required.
  4. You can also allow employees to share the feedback on the appraisal process by selecting the share feedback option.
  5. After setting up the Publish rating, click Next to proceed.
7. Period Configuration
  1. Select the Appraisal Process Period: The total duration encompassing all appraisal activities, from initiation to completion. Ensuring the entire appraisal process is conducted within a set timeframe.


  2. Select Self Appraisal Period: The timeframe for employees to complete their self-assessments. 
  3. Select the Manager Review Period: The timeframe allocated for the Manager reviewers to complete the Manager review for the employees.
  4. Select Publish Ratings period: The timeframe during which final performance ratings can be published and officially released to employees.
  5. Upon setting up the period configuration, click on Submit.

Active Cycles

After creating an Appraisal Cycle, you can manage it by navigating to Operations > Performance > Appraisals and selecting the Active Cycles tab. Here, you can view all active appraisal cycles. Continuous review–based appraisal cycles are highlighted with a banner. Additionally, you can view the total number of appraisees for each cycle, manage users by including or excluding them, and edit the appraisal configuration.

Start Cycle

To initiate the created continuous review based appraisal cycle, click on Start Cycle, this action officially begins the appraisal cycle and enable evaluations to proceed as configured.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Continuous Review - Settings

                                                                                                                              What is Continuous Review? A Continuous Review is an ongoing performance evaluation process that facilitates regular feedback on employee performance throughout the year, rather than just once annually. This approach results in a more accurate ...
                                                                                                                            • Continuous Review - User Service

                                                                                                                              A continuous review is a performance evaluation method enabled by your organization to regularly assess employees' performance and track their progress within their roles and assigned work. Unlike traditional annual or semi-annual reviews, continuous ...
                                                                                                                            • Appraisal Process

                                                                                                                              The appraisal process in Zoho People is a structured method for evaluating your employees' work performance over a specific period. It involves assessing their contributions based on evaluation parameters set by your organization, such as KRAs, ...
                                                                                                                            • Continuous Review - Operations

                                                                                                                              Continuous review operations allows administrators to monitor the status of current and past review cycles, which includes details on completed, and pending self and reviewer reviews. They can manage continuous review data and applicability, approve ...
                                                                                                                            • Appraisal Review Settings

                                                                                                                              To configure appraisal review related settings, navigate to Settings > Performance > Configuration > Appraisal Review tab Order of sections Customize the order of sections. This is applicable in self appraisal, multi rater, performance user service ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources