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.
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  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".
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  5. Then, you will be redirected to the  Create new cycle page to complete the form. 
    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.
  6. Then, you can add review aspects such as the following.
    No. Column/Button Name Description
    1 Include goals Turn on this option to include each employee's objectives/KPIs/OKRs as review indicators. This option can be used if the question type of the template is a rating or percentage.
    2 Includes attendance

    Turn on this option if employee attendance data will be used as an assessment indicator in the review form, then you can set the score based on the percentage of employee attendance.

    Then, the following  sidebar  will appear, and you can adjust the percentage weight in the white column.

    If it is appropriate, click "Save".

    3 Include reprimand By activating this feature, you can include employee reprimand data for review consideration. If you check it, the following sidebar appears.

    You can check the Define score/rating for the reprimand to determine the value based on the reprimand type so that the system can automatically provide an employee with a score based on the reprimand. You can select the Reprimand type for each rating in the column provided.
    4 Set aspects weight You can determine the weight of each category/assessment aspect so that the system can calculate a rating to calculate the final score.
  7. Then, you can use the Advanced scoring feature as follows.
    No. Column/Button Name Description
    1 Deduction score system

    You can reduce the employee's final score based on attendance data and reprimand status. Then, the following  sidebar  will appear.

    - Deduction formula: You can choose By amount per period if the formula you want to apply is based on a certain period. Or, select By percentage for a reduction formula based on a specific percentage.

    - Deduction assigned: Determine to whom the deduction is applied, namely based on  job level, job position, or all employees (all employees who will be reviewed in the review cycle). If you choose  Job level/Job position, then you are required to determine what level or work position in the Select job position/Select Job level column.

    - Attendance: Determine based on the attendance criteria which deduction will be applied, such as Absent, No clock-in, No clock-out, Late clock-in, or Early clock-out  by checking it. Then, you can determine the condition  Total min. Days (for deduction formula per period)/Total min percentage (for deduction formula per percentage) in the column provided followed by determining the Deduct score (reduction in point value) in the column after that. You can add conditions (indicators) by clicking “Add condition”.

    - Reprimand data: Check to apply a point reduction to employees who have a Warning Letter (reprimand). Determine the reprimand type in Select type and  Deduct score.

    When you have finished setting the Deduction, click "Apply" to apply it.

    2 Enable lock edit for review

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

    Click "View settings" to use the shortcut feature to ESS Settings to set approval rules including approval layers. Learn more  here.

  8. Click "Submit" to create this evaluation review.
  9. The review cycle you have created will appear on the start page of the Review Cycle sub-menu.
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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.