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Open the settings

The settings page is where you configure every parameter of a review: title, editions, email texts, perspectives, potential analysis, performance questions, and further options. This article explains how to open the settings and which sections you’ll find there. For details on each section, see the overview article Review settings.

Open the settings from the feedbacks overview

  1. Click “Feedbacks” in the sidebar.
  2. Click “Admin” on the review you want.
  3. Choose “Settings”.
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Feedbacks overview with the Admin menu open and the Settings option highlighted

Open the settings from the status page

  1. Open the status page of the review.
  2. Click “Settings” in the top-right header bar.
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Status page with the Settings tab highlighted in the header bar

Overview of the settings page

The settings page is divided into the following sections. Depending on the review type, not all of them are shown.

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Settings page of a review with all sections

Title

In the “Title” field you give the review its name. This name appears in the overview, in invitation emails, and for the participants.

Editions

Editions are the cycles in which a review runs. You can run a feedback process once, or repeat it regularly in new editions. Each edition has a start and end date, an optional send date for automatic email invitations, an optional label, and, where applicable, a link to a competency model.

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Email texts

Here you adjust all of the review’s emails: invitations, reminders, and sealing and completion notifications. The “Notification Center” tile takes you to the management view.

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Perspectives

Perspectives define which roles give feedback. A two-sided feedback has two perspectives (for example, feedback recipient and supervisor); a 360° feedback can have several.

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Potential analysis

The potential analysis lets you assign strength values to questions in the questionnaire and produce a quantitative evaluation. The “Configure potential analysis” button opens the configuration page.

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Performance questions

Performance questions are special questions that enable a company-wide performance assessment. They are shown separately at the end of each results report. Turn the ones you want on or off with a checkbox.

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Further settings

The “Further Settings” section holds options that control how the feedback process behaves, for example subsequent changes, sealing, and diplomatic status.

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Save your changes

Once you’ve adjusted all the settings you want, click “Save” at the bottom of the page to apply the changes.

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Save button at the bottom of the settings page