Template Configuration
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Participants

Participants are the types of individuals you want to contribute to a review in the form of feedback questions.

Within the review template, you are able to select the participant type(s) for the review, and the feedback questions for them to respond to. When creating the feedback questions (which is the initial step to creating a review template), you will be able to select the associated audience/participant type for those questions. For further information, please refer to this guide.

When the review is being created, the creator will be able to select which specific individuals will fulfil these roles.

The available participant types are as follows:

 

  Reviewer
This is the owner of the Review and will typically conduct the face to face meeting the Reviewee. They have permission to complete and re-open the review. In most instances, the Reviewer will be the Reviewee’s manager however, with Sensitive Reviews this is opened expanded the possibilities to other types of Reviewers such as HR Managers, Mental Health First Aiders, etc.

The Reviewer is a mandatory participant for the view and must have feedback questions to respond to. They will also have default access to view the review when it's in progress, and when it's been marked as complete.


 

  Reviewee
The Reviewee is the individual whom the review is about and this personal can often be used interchangeably with 'Employee'. Whilst a review is always created against a Reviewee, the Reviewee themselves does not always have feedback questions to respond to.


 

  Internal Reviewer
These are other individuals within the business who may have interacted with the Reviewee on projects or in day to day tasks. These individuals may not work within the same department, and may not be part of the employee's reporting line. Internal Reviewers are usually used for 360 reviews, and multiple Internal Reviewers can be selected to provide feedback on a single review.

Internal reviewers must by in the StaffCircle platform as another employee.


 

  Direct Reports
These will be the people that are directly managed by the Reviewee. Using this persona is a great way for the Reviewee to receive feedback on their management style. When creating a review, you can select one or many Direct Reports.


 

  External Reviewers
This participant type can be anyone external to the StaffCircle platform, for example a third party Supplier or a Customer/Client. They will be people you want to obtain feedback from that don’t currently exist in the platform as ‘people’.

External Reviewers are the only Participant types that don't have direct access to the platform.