How to add participants in a Performance Review

👉 Before we get into the details of how to include participants in a performance review, it is essential to clarify that the term "participants" refers to the reviewer and the reviewee.

In the Qulture.Rocks platform, there are three ways to include participants, each with its specific application:

🟣 Manual inclusion: Perfect for individually registering a few users.

🟣 Bulk inclusion in batches: Ideal for streamlining the inclusion process for a set of users.

🟣 Bulk inclusion via import spreadsheet: An efficient option to add a large number of participants all at once.

Now, let's detail each of these methods to facilitate your understanding and make the process of including participants in your review a simple and straightforward task! 👀

✅ Manual Inclusion (for a few participants):

1. Click on the gear icon to access the review settings;

2. In the left sidebar, click on "Reviewers and Reviewees";

3. At the top of the screen, select the Reviewer and the Reviewee you wish to include in the review;

4. Finally, click on the "Add" button to confirm the inclusion of the participants.

Done! You've just added your pair "Reviewer" and "Reviewee" manually.

✅ Bulk inclusion in batches

Bulk inclusion in batches is especially recommended for adding mandatory participants in an review process, such as for self-review and leader assessing direct reports. To use this method, simply follow the step-by-step guide below:

1. Click on the gear icon to access the review settings;

2. In the left sidebar, click on "Participants";

3. On the right side of the screen, click on "Add in batches";

4. Follow the on-screen instructions.

✅ Bulk Inclusion via Import (Spreadsheet)

To perform bulk inclusion of participants using an import spreadsheet, follow the step-by-step guide below:

1. Click on the gear icon to access the review settings;

2. In the left sidebar, click on "Participants";

3. On the right side of the page, click on the arrow to expand more options;

4. Next, click on "Import participants";

5. Follow the on-screen instructions to complete the process of importing participants through the spreadsheet.

By following these steps, you will be able to include a large number of participants all at once, making the review setup process even more efficient and practical.

Now you know all the available methods for including participants in a performance review on the Qulture.Rocks platform. Choose the one that best fits your needs and take advantage of optimizing your evaluation process! 👍

FAQ

1. Are there any restrictions to importing employees in the review?

Yes. Emails must be exactly as they were registered on the Platform and employees must have the status "Active" in the "Organization Profile.

2. What to do when the platform accuses an import error?

In case the platform shows an error, it is necessary to adjust the necessary information in the import spreadsheet and upload again only with the participants who had changed information.

3. After that, will employees be able to access the evaluation automatically?

No exactly. Remember that adding participants do not send invitations to access the Review, you must send it afterwards.

Any questions? #ChatWithUs 🚀 😄