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Create and Configure a Review Campaign

A review campaign allows you to organize discussions between employees and their reviewers over a defined period.

Written by Aurélia MICALLEF

This question allows you to define which skills should be assessed and control whether additional skills can be added.

1. Add a skills assessment question

From the form library:

  1. Open the relevant form.

  2. Select the section where you want to include the assessment.

  3. Add a Skills question.

  4. Configure the skills to be assessed.

  5. Save the question.

2. Choose which skills to assess

Two options are available.

Assess only job-related skills

This option allows you to focus the assessment on the skills associated with the employee's current position.

It is particularly suitable for annual performance reviews focused on evaluating proficiency in the employee's role.

Assess all employee skills

This option allows you to expand the assessment to include all skills listed in the employee's profile, including those not directly related to their current position.

It can be useful for identifying additional skills or supporting career development discussions.

3. Allow participants to add skills

You can specify whether participants are allowed to add skills during the review.

This permission can apply to:

  • The employee.

  • The reviewer.

  • Both participants.

Any skills added must come from the company's skills framework.

Example:

An employee working as an administrator wants to have their project management skills recognized.

If adding skills is permitted and the skill exists in the company's skills framework, it can be selected during the review.

4. Configure training requests

The Training question is designed to help identify employees' development needs.

The planned functionality is based on the training catalog, allowing participants to select training courses aligned with their career plans or development needs.

Availability: This feature is currently being finalized. Its configuration and use will depend on whether it has been enabled in your environment.

5. Best practices

Before launching the review campaign:

  • Make sure the skills framework is up to date.

  • Choose the assessment scope that best matches the purpose of the review.

  • Decide whether participants should be allowed to add skills.

  • Check how the question appears in the form preview.

Frequently Asked Questions

Can I assess only job-related skills?

Yes. You can limit the assessment to skills associated with the employee's current position.

Can employees freely add new skills?

The ability to add skills depends on the settings defined by the administrator. Any selected skills must already exist in the company's skills framework.

Can I use training courses from my catalog during the review?

This functionality is planned as part of the Training question, which is still being finalized.

Créer et configurer une campagne d’entretien

Une campagne d’entretien permet d’organiser les échanges entre les collaborateurs et leurs évaluateurs sur une période définie.

Elle peut notamment être utilisée pour les entretiens annuels, les entretiens de suivi, les retours de congé ou les échanges individuels.

1. Renseigner les informations générales

Depuis l’espace d’administration, accédez au module de gestion des campagnes d’entretien et lancez la création d’une campagne.

Renseignez :

  • Le nom de la campagne.

  • Sa date de début.

  • Sa date de fin.

  • Les informations complémentaires nécessaires à son identification.

Vous pouvez démarrer une campagne le jour même de sa création.

2. Sélectionner le mode d’évaluation

Quatre modes d’évaluation sont disponibles.

Collaborateur et manager simultanément

Les deux participants peuvent préparer leur évaluation sur la même période.

Ce mode convient aux campagnes dans lesquelles les auto-évaluations et les évaluations managériales sont réalisées en parallèle.

Manager seul

Seul l’évaluateur réalise une préparation.

Ce mode peut être utilisé lorsqu’une auto-évaluation du collaborateur n’est pas nécessaire.

Collaborateur d’abord, puis manager

Le collaborateur réalise sa préparation avant que le manager n’effectue la sienne.

Ce fonctionnement permet d’organiser les évaluations de manière successive.

Entretien seul

Aucune phase de préparation préalable n’est nécessaire. Les participants réalisent directement l’entretien individuel.

Ce mode est particulièrement adapté aux échanges de type one-to-one.

3. Définir le calendrier

Configurez les échéances de la campagne.

Vous pouvez définir des dates limites pour :

  • La préparation du collaborateur.

  • La préparation du manager.

  • La phase d’entretien.

Les dates des phases peuvent être configurées selon le déroulement souhaité. Elles ne sont pas nécessairement toutes obligatoires.

Vous pouvez également organiser une campagne dont la phase d’entretien couvre toute la durée de la campagne.

4. Associer un formulaire

Sélectionnez le formulaire que les participants devront renseigner.

Le formulaire doit être préparé et enregistré avant le lancement de la campagne.

Important : une campagne ne peut pas démarrer sans formulaire associé.

5. Configurer le score de performance

Si votre processus RH prévoit un score de performance, vous pouvez l’activer dans la configuration de la campagne.

Le score peut reposer sur :

  • L’évaluation des compétences.

  • L’évaluation des objectifs.

  • Une combinaison des deux.

Le calcul dépend des critères de performance préalablement configurés.

L’activation du score reste facultative.

6. Vérifier la configuration avant le lancement

Avant de démarrer votre campagne, vérifiez :

  • Le nom et les dates.

  • Le mode d’évaluation.

  • Les échéances des différentes phases.

  • Le formulaire associé.

  • Les paramètres de visibilité.

  • L’activation éventuelle du score de performance.

  • La population participante.

Une fois la campagne lancée, sa configuration n’est plus modifiable.

Questions fréquentes

Puis-je démarrer une campagne aujourd’hui ?

Oui. Il est possible de sélectionner le jour même comme date de démarrage.

Les phases de préparation sont-elles obligatoires ?

Non. Le mode « Entretien seul » permet de réaliser un entretien sans préparation préalable.

Puis-je organiser une préparation réservée au manager ?

Oui. Le mode « Manager seul » permet ce fonctionnement.

Le score de performance est-il obligatoire ?

Non. Son activation dépend des besoins de votre campagne.

Puis-je modifier la configuration après le lancement ?

La configuration de la campagne est verrouillée une fois celle-ci démarrée. Il est donc important de vérifier les paramètres avant son lancement.

Create and Configure a Review Campaign

A review campaign allows you to organize discussions between employees and their reviewers over a defined period.

It can be used for annual performance reviews, follow-up reviews, return-to-work reviews, or one-on-one meetings.
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1. Enter general information

From the administration area, go to the review campaign management module and create a new campaign.

Enter the following information:

  • Campaign name.

  • Start date.

  • End date.

  • Any additional information needed to identify the campaign.

You can start a campaign on the same day it is created.
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2. Select the assessment mode

Four assessment modes are available.

Employee and manager simultaneously

Both participants can prepare their assessments during the same period.

This mode is suitable for campaigns where employee self-assessments and manager assessments are completed in parallel.

Manager only

Only the reviewer completes the preparation phase.

This mode can be used when an employee self-assessment is not required.

Employee first, then manager

The employee completes their preparation before the manager begins theirs.

This mode allows assessments to be completed sequentially.

Review meeting only

No preparation phase is required. Participants proceed directly to the one-on-one review meeting.

This mode is particularly suitable for one-on-one meetings.
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3. Define the schedule

Configure the campaign deadlines.

You can set deadlines for:

  • Employee preparation.

  • Manager preparation.

  • Review meeting phase.

Phase dates can be configured according to your preferred workflow. Not all dates are necessarily required.

You can also set up a campaign where the review meeting phase spans the entire campaign period.
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4. Assign a form

Select the form that participants will need to complete.

The form must be configured and saved before the campaign is launched.

Important: A campaign cannot start without an associated form.

5. Configure the performance score

If your HR process includes a performance score, you can enable it in the campaign settings.

The score can be based on:

  • Skills assessments.

  • Objectives assessments.

  • A combination of both.

The calculation depends on the performance criteria configured beforehand.

Enabling the performance score is optional.

6. Review the configuration before launching

Before starting your campaign, check the following:

  • Campaign name and dates.

  • Assessment mode.

  • Deadlines for each phase.

  • Associated form.

  • Visibility settings.

  • Performance score settings, if applicable.

  • Participating employees.

Once the campaign has started, its configuration can no longer be modified.
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Frequently Asked Questions

Can I start a campaign today?

Yes. You can select the current date as the campaign start date.
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Are preparation phases mandatory?

No. The "Review meeting only" mode allows you to conduct a review without any prior preparation.
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Can I set up a preparation phase for managers only?

Yes. The "Manager only" mode supports this workflow.
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Is the performance score mandatory?

No. You can choose whether to enable it based on your campaign's needs.
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Can I change the configuration after launching the campaign?

The campaign configuration is locked once the campaign has started. It is therefore important to review all settings before launching it.

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