# Review settings :::info This feature is available only to users with the "HR employee" access level. ::: The settings page of a review is where you configure every part of a feedback process: title, editions, notifications, perspectives, potential analysis, performance questions and further options. Not every section is shown for every review type. ## Open the settings There are two ways to reach a review's settings: ### From the feedbacks overview 1. In the sidebar, click "Feedbacks". 2. Click "Admin" on the review you want. 3. Choose "Settings". ![Admin menu with Settings in the feedbacks overview](/attachments/feedbacks/beurteilungseinstellungen/admin-menue-einstellungen.png) ### From the status page 1. Open the [status page](/en/c/feedbacks/review-status-page) of the review. 2. Click "Settings" in the header at the top right. ![Settings tab in the header of the status page](/attachments/feedbacks/beurteilungseinstellungen/status-seite-einstellungen-tab.png) ## Overview of the settings The settings page is divided into several sections. The screenshot below uses a two-sided feedback (annual review) as an example. ![Settings page of a review](/attachments/feedbacks/beurteilungseinstellungen/einstellungsseite-uebersicht.png) ## Title The "Title" field holds the name of the review. This name appears in the overview, in invitation emails and for the participants. If your company uses several languages, you can translate the title into more languages using the language switcher next to the field. ## 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 the following fields: * **Start and end date**: the period during which participation is possible. * **Sending invitations**: an optional date and time for sending email invitations automatically. * **Label (optional)**: an optional label for the edition, e.g. "Q1 2026". * **Target agreement links**: if the questionnaire contains target agreement questions, choose the linked target agreement edition here, per question. * **Competency model link**: if the questionnaire contains a competency assessment, choose the revision of the competency model here. ### Add a new edition The "Add edition" button adds a new edition. It's a dropdown with two options: * **Clean participant list**: creates a new edition with no participants. * **Copy participants**: creates a new edition and copies the participants from the last edition. ### Deleted editions Deleted editions aren't removed straight away. They stay visible (greyed out) for 90 days and can be restored during that time. Each deleted edition shows how many days remain until it's permanently deleted. Use the dropdown menu next to the edition to choose "Restore". ![Editions section with an active and a deleted edition](/attachments/feedbacks/beurteilungseinstellungen/editionen-abschnitt.png) Related articles: * [Create editions](/en/c/feedbacks/create-editions) * [Delete editions](/en/c/feedbacks/delete-editions) * [Set up automatic email invitations for editions](/en/c/feedbacks/set-up-automatic-email-invitations) ## Edit Email Text Here you adjust every email of the feedback process: invitations, reminders, sealing and completion notifications — each with subject and text, recipients and sending time. The **"Notification Center"** tile takes you to the management view. ![Notification Center tile in the Edit Email Text section](/attachments/feedbacks/beurteilungseinstellungen/benachrichtigungscenter-kachel.png) Related articles: * [Notifications for feedbacks](/en/c/feedbacks/notifications) * [Set up reminders for feedbacks](/en/c/feedbacks/set-up-feedback-reminders) ## Perspectives Perspectives define which roles give feedback. In a two-sided feedback (e.g. an annual review) there are two perspectives: feedback recipient and feedback giver. You can adjust the names of the perspectives in their text fields. In a 360-degree feedback you can add several feedback-giver perspectives (e.g. Manager, Peers, Cross-team). Each perspective also has these options: * **Moderator**: a checkbox that sets whether a perspective has moderator rights. Moderators can, for example, start the sealing. * **Add / remove perspectives**: the plus and minus buttons add new perspectives or remove existing ones. ![Perspectives of a 360-degree feedback](/attachments/feedbacks/beurteilungseinstellungen/perspektiven-360.png) Related articles: * [Review perspectives](/en/c/feedbacks/review-perspectives) ## Potential analysis The potential analysis lets you assign strength values to questions in the questionnaire and build a quantitative evaluation from them. The "Configure potential analysis" button takes you to the configuration page. If no questions have been activated for the potential analysis yet, you'll see "Potential analysis deactivated." Once questions are active, the section shows how many are active (e.g. "Potential analysis active for 16 questions."). Related articles: * [What is the potential analysis?](/en/c/feedbacks/what-is-potential-analysis) * [Include and exclude questions in the potential analysis](/en/c/feedbacks/include-questions-in-potential-analysis) * [Configure potential values / strength values](/en/c/feedbacks/configure-strength-values) ## Performance questions Performance questions are special questions that enable a company-wide performance assessment. They're shown separately at the end of each result report. Turn the questions you want on or off with a checkbox: * **Question on the overall performance of the employee**: every employee assesses themselves and every supervisor assesses the employee in question. * **Question about the overall satisfaction of the employee**: only the employee receives this question. * **Question about the trend of development of the employee**: only the supervisor receives this question. * **Question about the likelihood that an employee leaves the company**: only the supervisor receives this question. When you turn a question on, an inline form opens. There you can adjust the question titles per perspective, edit the answer options, and set whether the question is mandatory or allows notes. ![Performance questions with one question activated and its inline form](/attachments/feedbacks/beurteilungseinstellungen/performance-fragen.png) Related articles: * [What are performance questions?](/en/c/feedbacks/what-are-performance-questions) * [Configure performance questions](/en/c/feedbacks/configure-performance-questions) ## Further Settings The "Further Settings" section holds options that control how the feedback process behaves. :::info For anonymous surveys (e.g. pulse surveys) the "Further Settings" section isn't shown. ::: ### Subsequent changes After a feedback is complete, feedback givers and moderators (in 360-degree feedbacks) can reopen it and make changes. ### Sealing To be finalized, feedbacks must be signed digitally by both sides. Feedback recipients have no insight into the results before sealing. When you turn sealing on, an additional sub-option appears: * **Visibility for feedback recipients before sealing starts**: feedback recipients can view completed external results (e.g. supervisor feedback) even before sealing is started. ### Diplomatic status Results from feedback processes with diplomatic status can only be viewed by the people involved or users with the Executive management access level. :::warning Once turned on, diplomatic status can only be turned off again by users with the "Executive management" access level. ::: ### Show names (360-degree feedbacks only) This option is only shown for multi-rater feedbacks. It sets which names appear next to the feedback givers' answers in the results view. The choices are: * **Show full names**: the full names of the feedback givers are visible. * **Show perspective**: only the perspective is shown instead of the name (e.g. "Manager", "Peers"). * **Show no names**: all feedback-giver names are removed. ![Further Settings of a review (360-degree feedback with the show-names option)](/attachments/feedbacks/beurteilungseinstellungen/optionen-360.png) Related articles: * [Configure review options](/en/c/feedbacks/configure-review-options) * [Sealing](/en/c/feedbacks/sealing) * [Diplomatic status](/en/c/feedbacks/diplomatic-status) * [Making subsequent changes](/en/c/feedbacks/subsequent-changes) ## Save your changes Once you've adjusted everything you want, click "Save" at the bottom of the page to apply your changes.