How to Make a New Evaluation Review Cycle

Article author
Learning Center Mekari
  • Updated

You can create a new cycle review with 3 (two) different cycle objectives in the Review cycle, namely Performance, Competency, and Evaluation Review. Each review cycle requires arrangements related to the review period, the review method used, and when the review results will be published. The cycle that has been made up to its progress will be summarized in the Overview cycle chart, you can learn about it here.

In this guide, we will explain how to make a Cycle Evaluation to evaluate employee performance during certain working periods, such as probation or contract periods. Here are the steps:

  1. Log in to
  2. Click the Review Cycle menu.
    ER1. png
  3. Click "Create New Cycle".
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  4. On the Create your cycle pop-up, select Competency review. Fill in the name of the cycle to be created. Try to make the cycle name complete and detailed as shown below. Then, click "Create".
    ER3. png
  5. Then, you will be redirected to the Create new cycle page to complete the form. 
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    No. Name of Button/Column Description
    1 Edit cycle name Buttons to change the cycle name or change the purpose of the cycle: performance, competency, or evaluation.
    2 Employment status Select the status of the employee for which you want to set the Evaluation review.
    3 Filter of your employee(s) Filter employees based on a particular Branch, Organization, Job position, and Job level.
    4 Select templates Choose a template for this Evaluation review.
    5 When are the reviews start? Choose when this review will begin before the employee's term ends.
    6 Who will review them? You can choose a reviewer based on the approval line or job position.
    7 Enable lock edit for review

    Check to lock the edit review feature, so that the review cannot be edited or reset after submission unless there is a request. You can also disable this function when the cycle has been successfully created, via the action item on the cycle review page.

    Click Click "View settings" to take advantage of the shortcut feature to ESS Settings to set approval rules including the approval layer. Learn more here.

    8 Cancel/Submit You can click the "Cancel" button to return to the previous page or click "Submit" to save the Review Cycle.

  6. The review cycle you have created will appear on the start page of the Review Cycle sub-menu.
    ER5. png

This is a guide to making a cycle review for evaluation review purposes. Furthermore, you can learn how to view the details of your review results, here.