What can I learn from this page? | How to create, design, launch and duplicate a self-reflection cycle |
Who is this guide for? | Performance Admin |
Quick Links:
Self-reflection is a core step in an employee's performance experience. Employees reflect on their achievements, learnings, and areas for growth during the review period. This component ensures the employee’s voice is heard and can increase how satisfied the employee is with the process. You may find self-reflections valuable for your organization in the following ways:
As a component of the performance review cycle
As a stand-alone development cycle, such as a quarterly cadence
As a frequent check-in, like a monthly 1:1 or a 30/60/90 day check-in
In this article, learn how to create and manage a self-reflection cycle for your organization.
Step 1: Create your self-reflection
Name the cycle
Set a start date when the cycle should go live
Set an end date
Set the communicated closure date
Select your timezone
TIP: If you include self-reflection in the performance review cycle, run the self-reflection cycle prior to performance review so that self-reflection shows up in the employee profile when the manager goes to complete the review.
Step 2: Configure Questions
Use the default questions or customize them. You have the ability to reorder questions, change or delete questions, or add your own.
Choose to enable and configure manager prompts. These prompts guide managers on what's expected of them when digesting their employee's self-reflection.
TIP:
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Keep in mind that the self-reflection process is distinct from the manager review. The manager prompts should only prompt the manager to acknowledge their direct report’s self-reflection, rather than adding their own feedback.
Step 3: Preview
Click Next to see a preview from both the employee and manager view.
Step 4: Assign employees
Click Next to select employees who will be participating in the cycle. You can either select all employees or filter to select specific departments/managers. If for example, departments require different questions, this will give you the option of launching a self-reflection for one department and then creating another self-reflection to be launched to other departments in the same time period. **NOTE: participants must be set up as active users in the platform before you can add them as participants to a survey or cycle.
Finally, click Finish. At this point, you’ll still have the opportunity to edit the self-reflection if the start date is in the future. It will automatically launch on your configured start date.
Notifications
What's the notification? | Who receives it? | When | Task List | |
Self Reflection launch | employees included in cycle | launch date + time scheduled in cycle | 🔔 | 📨 |
Reminder for participant | employees included in cycle | 1 day prior to close date |
| 📨 |
Launch
Employees receive a notification to complete their self reflection.
Reminder
Reviewers receive a reminder to complete feedback, 1 day prior to the cycle's scheduled closing date.
Duplicate your self-reflection cycle
We know that you have different question sets designed for different audiences or times of the year and recreating those can be a hassle. You can duplicate any prior self-reflection or evaluation cycle's question set, regardless of whether that cycle is in draft, live, or closed. Simply select Duplicate cycle from the cycle's dropdown menu.
NOTE: If you'd prefer to access Culture Amp's best practice question set for either self-reflections or employee evaluations, simply create a new cycle and you'll see those questions by default!
FAQ's
Q: Can I add users after I launch the self-reflection cycle.
A: Yes, new users can be added after
Q: Can an employee submit their self-reflection after the end day?
A: Yes, the end day is considered a soft close. Employees can submit up until you manually close the cycle.
Q: Can an employee edit after they submit?
A: No, employees are not able to edit their self-reflections after they submit them. However, as an administrator, you can contact our support team to re-open the self-reflection for the employee.