Continuous Review Cycle Import
This feature allows you to import KRAs, goals, competency ratings, and review question feedback for current or past continuous review cycles. The overall rating/score for the cycle is calculated based on the ratings given for all applicable evaluation parameters in the import data. You can import both self and manager review ratings along with their comments.
Ratings and comments can be imported only for evaluation parameters (Goals, KRA, Competency, KRA vs Goals, and Review Questions) that are already mapped to an employee.
Import completed or current review cycle data
This option allows you to import data for already completed or current review cycle.
Note: If a reviewer is not specified in the import file, the system will use the reviewer from the continuous review configuration
Employees not applicable to the continuous review cycle can be included in the import.
To import data for completed or current review cycle:
- Navigate to Operations > Performance > Import > Continuous Review.
- Select Completed or current review cycle for import.
- Select the year of the continuous review cycle.
- Select the continuous review period for which you want to import data.
- Select the required options:
- Update reviewer from import for completed reviews: Updates the reviewer details for completed reviews based on the data from the import file, ensuring that the correct reviewer information is reflected in the continuous review cycle.
- Update ratings and comments from import for completed reviews: Updates existing ratings and comments for completed reviews using the imported data to maintain accuracy and consistency in review records.
- Publish manager reviews after import: Automatically publishes manager reviews once the import is completed, making the imported ratings and comments visible to the respective employees.
- Click on Import.
- Download the sample template.
A sample template .xls file will be dowloaded to your downloads folder. - Enter the continuous review details in the import file as per the format shown below.
- Click on Upload file, and upload the import file form your local drive.
- Map the Zoho People form fields to the corresponding headers in the import file.
- Click Next to verify the import mapping details.
- Click Next again to proceed with the import.
- The data will be importer and import summary will be displayed. Review any errors, update the import file as required, and retry the import if necessary.
Import Data for a New Review Cycle for Past Dates with New Configuration
Use this option to import data for past continuous review cycles that were not conducted during the specified period. You can define a new continuous review configuration and import data based on it.
To import data new review cycle for past dates with new configuration:
- Navigate to Operations > Performance > Import > Continuous Review.
- Select New review cycle for past dates with new configuration.
- Define the continuous review configuration for selected review cycle period.
- Click on Import.
- Download the sample template.
A sample template .xls file will be dowloaded to your downloads folder. - Enter the continuous review details in the import file as per the format shown below.
- Click on Upload file, and upload the import file form your local drive.
- Map the Zoho People form fields to the corresponding headers in the import file.
- Click Next to verify the import mapping details.
- Click Next again to proceed with the import.
- The data will be importer and import summary will be displayed. Review any errors, update the import file as required, and retry the import if necessary.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 ...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 ...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 Review Settings
To configure appraisal review related settings, navigate to Settings > Performance > Configuration > Appraisal Review tab Watch our help video on appraisal review settings in performance service: Order of sections Customize the order of sections. ...
New to Zoho LandingPage?
Zoho LandingPage Resources