Create a performance cycle

Open Performance Management → Cycles & Reviews and select Create Cycle. The builder saves progress as a draft while you work.

The cycle setup moves through:

1. Details — name the cycle, choose participants and define the overall cycle dates.
2. Review Form — add one or more review types:
   • Manager
   • Self
   • Peer
   • Direct Reports
   • Custom reviewer
3. Settings — configure how each reviewer group is selected and how its review behaves.
4. Rating — decide whether answers contribute to a rating and how ratings are averaged.
5. Timeline — use the cycle dates for every review type or set separate start and due dates.
6. Reminders — configure reminders for reviewers who have not completed their work.
7. Invitations — customize the sender and invitation content for each review type.

Complete the final step to save the configured cycle. You can return to the cycle list before launch to review or edit the draft.