Within a 1-on-1 or Performance Review, employees and managers can review Feedback together using the Feedback Review Booster.
In this article:
- Overview
- Requirements
- Use Cases
- Add the Feedback Booster to a 1-on-1 Template as an Admin
- Launch a Cycle with the Feedback Booster as an Admin
Overview
Honest feedback is essential for growth, but effectively receiving and acting on it can be challenging. Employees must focus on key insights and identify actionable steps, especially when handling feedback from multiple sources or constructive criticism.
To facilitate this process, employees and managers can discuss any feedback together within their 1-on-1s or Performance Reviews. Add the Feedback Review booster to allow employees and managers to address Feedback together.
Requirements
- Available for Performance Review and 1-on-1 cycles
- Available to organizations with 1-on-1s and Feedback enabled
Use Cases
The Feedback Review booster is particularly useful when multiple people provide feedback for a single employee's performance.
For example, matrixed organizations may rely on direct managers, matrixed managers, and project leads to provide feedback for a single employee. In these situations, the Feedback Review booster helps the employee and their direct manager distill insights across all of the feedback being received.
Add the Feedback Booster to a Template as an Admin
As an admin, add the Feedback Review booster to a template to encourage managers and employees to discuss recent feedback.
To add the Feedback Review Booster to a 1-on-1 or Performance Review template:
- Click and expand Administration in the left-hand navigation menu
- Click 1-on-1s or Reviews
- Click Templates
- Select the 1-on-1 template to add the Feedback Booster to
- At the bottom of the template, click the + icon
- Under Conversation Boosters, click Add To Template for the Feedback Review booster
- In the Place Booster modal, click Top of Template or Bottom of Template
- Click Save
Launch a Cycle with the Feedback Booster as an Admin
As an admin, when launching a 1-on-1 or Performance Review with a template that includes the Feedback Review booster, specify and pre-select the Feedback cycle during the cycle setup.
To launch a 1-on-1 or Performance Review cycle with the Feedback booster:
- Click and expand Administration in the left-hand navigation menu
- Click 1-on-1s or Reviews
- Click Single Cycles or Automated Cycles
- Click New Cycle or New Automation, respectively to continue to the Cycle Setup step
- Configure the Cycle Setup settings; click Save and Continue to continue to the Participants step
- Launch a Performance Review cycle or 1-on-1 cycle
- Click Add Participants
- Click and select the employees' corresponding ☐ icon to add them to the cycle
- Click and expand the Select a Template drop-down; select a template with the Feedback Review booster
- Click and expand the Select a Feedback Cycle drop-down; select the Feedback cycle to pull into the cycle
- Click Add [x] People
- Continue to configure and launch the cycle
Use the Feedback Booster as a Participant
The employee and facilitator can use the Feedback Review booster to review the employee's Feedback and create Insights to take notes and act on themes found within the Feedback.
Regardless of the visibility settings for the original Feedback cycle/instance, both participants have visibility into the Feedback. Users with visibility into the 1-on-1 or Performance Review i.e. users who are neither the employee and facilitator, however, require visibility into the original Feedback cycle/instance to view the Feedback within the 1-on-1.
To add and use the Feedback Review booster as a 1-on-1 or Performance Review participant:
- If the 1-on-1 automatically displays the Feedback Review booster, proceed to step 3; otherwise, click and expand the Conversation Boosters drop-down menu
- Click +Add corresponding to the Feedback Review booster
- Identify the Feedback Review booster and click Select Feedback to expand the Snapshot for the employee-side user
- Click Select for an eligible Feedback cycle
Note: Only one Feedback cycle can be selected at one time - Click the x icon in the top-right to close the Snapshot
- Review the Feedback together and create Insights to discuss important themes and decide how certain themes can make for strong developmental goals
- Click the Insights ribbon to expand a menu to enter and save takeaways from a specific Feedback instance
- Any Insights created are only captured within the 1-on-1/Performance Review and do not affect the original Feedback instance