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Invite participants by email

Invite participants manually

To invite individual participants by email:

  1. Open the participant list of the feedback edition.
  2. Mark the participants you want using the checkboxes to the left of their names.
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Selecting participants in the list
  1. Click the dropdown arrow at the top left of the participant list.
  2. Choose “Invite selected participants”.
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Dropdown menu with the "Invite selected participants" option
  1. Confirm the send in the dialog.
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Confirmation dialog for the email send

The page reloads. The invitations are sent by email within a few moments.

Use the quick selection

Besides the invite action, the dropdown menu offers quick-selection options:

  • Select all reviewees / Select no reviewees
  • Select all reviewers / Select no reviewers

This lets you mark, say, all feedback recipients at once instead of ticking every checkbox by hand.

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Dropdown menu with all available options

Invite many participants at once (mass invitation)

When you want to invite a large number of employees at once, use the mass invitation. Unlike the manual invitation with checkboxes, it lets you set filters and configure the perspectives.

  1. Open the participant list of the feedback edition.
  2. Click the three-dot menu (⋮) to the right of the ”+ Participant” button.
  3. Choose “Invite many participants”.
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Three-dot menu with the "Invite many participants" option

Filter employees or invite everyone

On the mass-invitation page you can use filters to pick specific employees — for example by user group, position or supervisor. Click “Show matching employees” to preview the filtered people.

Alternatively, click “Invite all employees” to invite everyone with no filter.

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Mass-invitation page with filter options

Configure perspectives

After the selection, the “Configure perspectives” section appears. Here you set who takes on each feedback-giver role:

  • Supervisor: choose, for example, “Direct supervisor”, “Supervisor’s supervisor” or “Top-level supervisor”.
  • Feedback recipient: tick “Add self-review” if the feedback recipients should assess themselves.

Click “Create participations” to start the process.

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Configure perspectives and create participations

The invitations are processed in the background. A progress bar on the participant list shows the current status.