Strety Reviews help managers run consistent performance conversations with individual employees, teams, or your full organization. Use Reviews to facilitate EOS Quarterly Conversations, gather manager and peer feedback, review role fit, and document performance discussions in one place.
You can run Reviews in two ways: create a one-off Individual Review for a manager and direct report, or launch a Review Cycle from HR Center for standardized reviews across multiple users.
You can conduct Reviews in Strety in two ways:
Individual Review: A one-off Review carried out between a manager and direct report in the direct report's People space.
Review Cycle: A standardized review that you can set up and kick off for multiple users at once. Review Cycles are facilitated from Strety's HR Center, and work well for team-wide or organization-wide reviews that require the same questions, such as EOS Quarterly Conversations.
Individual Reviews
An Individual Review is conducted between a manager and direct report, also called the reviewee, from the reviewee's People space.
To create a new Individual Review or view ongoing and past reviews for a direct report, click the Reviews tab in their space.
How to create a new Individual Review
The video below shows how a manager can set up a one-off Individual Review for a direct report.
How to complete an Individual Review as the manager or reviewee
The video below shows how to fill out your side of the review, whether you are the manager or the reviewee.
How to complete a Review: review responses or take offline
After both parties complete their review, you can create a Strety Agenda and review the results together in the platform, or take the results offline and discuss them live.
The video below shows how to create the Agenda in Strety, review the results, and take the results offline for an in-person review.
Review Cycles
Use a Review Cycle when you want to launch the same review form for a team, a custom mix of users, or your full organization. Review Cycles are created and managed from Strety's HR Center.
After a Review Cycle is kicked off, each assigned manager and reviewee follows the same steps in the Individual Reviews section to complete their portion of the review and review the results together in Strety or offline.
The video below walks through how to set up a Review Cycle.
Review Templates
Review Templates let you set up templates for different review types or specific teams, making it easy to standardize the review process for each Review Cycle across your organization.
Note: The EOS Quarterly Conversation template is preloaded in your account.
To create new Review Templates that can be accessed and used by any manager, go to the Templates page within Adminland and select Review Templates.
Give the template a name that makes it clear what the template is for, then click Create Review Template.
To add sections or questions to the Review Template, click Form, then click Add Sections in the template.
Review Template section types
Custom: Create your own custom sections with custom questions. You can determine whether questions are open-ended or use an Answer template.
You can create multiple custom sections within any Review form.
Custom Roles: For organizations that want to use a custom Answer template to assess the role review.
GWC: A module that pulls all the seats the reviewee is assigned in the Accountability Chart so you can perform a GWC (Gets It, Wants It, Capacity to Do It) assessment for each individual seat.
Note: The GWC section in Reviews currently pulls information only from the company-wide Accountability Chart. At this time, it is not possible to pull or select GWC data from team-level Accountability Charts.
Core Values: A module that pulls in your organization's Core Values from the Vision/Traction Organizer (V/TO) so you can assess whether the reviewee is meeting your Core Values.
Data: A module that pulls in all the reviewee's Rocks and Scorecard Measurables that were assigned during the review's date range.
Leadership Management: An assessment about the manager that assesses whether they exhibited leadership traits. If you ask the manager to complete this section, it is a self evaluation.
Management Assessment: An assessment about the manager that assesses whether they exhibited management traits. If you ask the manager to complete this section, it is a self evaluation.
After the Review Template is saved, it will be available whenever a manager wants to kick off a review with a direct report.
Additional managers
You can add an additional top-line manager to any review by selecting them from the Additional manager menu.
Note: Only managers up the chain from the direct manager are available to be selected.
The additional manager will fill out the same review form as the direct manager and will be able to participate in the review Agenda.
Peer Reviews
The video below shows how to add peer feedback to any review.
Sharing peer feedback with the reviewee
By default, peer feedback is visible only to the manager in any review. The reviewee cannot access or view peer feedback unless the manager chooses to share it.
The manager can review the peer feedback and determine what they want to share with the reviewee during the actual review.
If you share peer feedback with the reviewee, the peer feedback remains anonymous.
Note: There is no way to share non-anonymous peer feedback with the reviewee.
Answer templates
Answer templates let you define the selectable answer options for review questions. Use them to support different review formats, such as rating scales, yes/no responses, performance ratings, or frequency-based answers.
Recommended Answer templates
Common Answer templates include:
Yes/No/Sometimes: Mirrors the Gets It, Wants It, Capacity to Do It format used in GWC assessments.
Rating Scale: Uses a numbered scale, such as 1-3, 1-5, or 1-10.
Performance: Uses options such as A, B, C, D, and F; Above Average, Average, and Below Average; or High, Medium, and Low.
Frequency: Uses options such as Always, Sometimes, and Never.
Create a new Answer template
To create a new Answer template, access Review Templates from Adminland.
Click Create New Answer Template and give the template a name.
Click into Options to enter the selectable answers for this Answer template, then click Save.
This Answer template is now available for anyone to use when setting up a Review Template, Peer Review Template, or one-off Review.
To add an Answer template to a Review, click into the Review form and add a Custom Question.
Enter the question in the top field and select the Answer Template in the second field. This determines the selectable answers for this question. Click Save and Exit.
After a Review starts, the different Answer templates appear for anyone filling out the Review.
Additional resources
Want to learn more? Check out these relevant Review resources from Strety's Blog.
5 Ways to Promote Career Growth for Talent Retention: Boost employee satisfaction and engagement with these five proven methods from the Strety team.
How to Create an HR Core Process That Actually Works (Guide + Templates): Create a consistent employee experience with clear, scalable HR core processes.
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