Strety Reviews are a versatile performance management tool that allow you to create & facilitate customized performance review, including EOS Quarterly Conversations, for individual employees or your entire organization!
With Strety, you can conduct a Review in (2) ways:
Individual Review: A one-off Review carried-out between a manager & their direct report in the direct report's person space
Review Cycle: A standardized review that you can setup & kickoff for multiple users at once. Review Cycles are facilitated from Strety's HR Center, and are perfect for team or org-wide reviews that require the same questions like EOS Quarterly Conversation
Individual Reviews
An individual Review is conducted between a manager & direct report (reviewee) from the reviewee's person space.
To create a new individual review or view any ongoing or past reviews for a direct report, click on the Reviews tab in their space
How to Create a New Individual Review
Here's a video guide that will walk a manager through how to set-up a one-off individual review for one of their direct reports
How to Complete an Individual Review as the Manager or Reviewee
Here's a video that will show you 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
Once both parties have completed their review, you have the option to create a Strety agenda and review the results together in the platform OR take the results offline and discuss live
Here's a video that shows you how to create the agenda in Strety, review the results, and/or take the results offline to in-person review
How to Kickoff a Review Cycle
If you want to save time and kickoff a standardized review form for a team, a custom mix of users, or even your entire organization, you can do it from Strety's HR Center!
Once the Review Cycle has been kicked-off, each manager & reviewee assigned a review will follow the same steps in the Individual Review section to complete their portion of the review and review the results together in Strety or offline
Here's a video walkthrough on how to setup a Review Cycle
Creating Review Templates
Review Templates allow you to set-up templates for different review types or specific teams, making it easy to standardize the review process for each review cycle across your org
Note: The EOS Quarterly Conversation template is pre-loaded in your account
If you want to create new Review Template(s) that can be accessed & used by any manager, go to Templates page within Adminland and select Review Templates
Give the template a name that will make it clear to everyone what the template is for and click Create Review Template
To add sections/questions to the review template click Form, then Add Sections in the template
Definitions to each section:
Custom: Create your own custom sections with custom questions. You can even determine whether you want questions to be open-ended or you can create custom answer template
You can create multiple custom sections within any Review form
Custom Roles: For Orgs who 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 that you can perform a GWC (Gets It, Wants it, Capacity to do it) assessment for each individual seat
Core Values: A module that pulls in your organization's Core Values from the VTO so you can assess whether the reviewee is meeting your core values
Data: A module that pulls in all the reviewee's Rocks & 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
Once the Review Template has been saved, it will be accessible whenever a manager wants to kick-off a review with a direct report
Adding an Additional Manager
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
A quick video on how to add peer feedback to any review
Sharing Peer Feedback with the Reviewee
By default, peer feedback is only visible to the manager in any review - the reviewee cannot access or view the peer feedback in any capacity.
The intent is for the manager to review the peer feedback and determine what they want to share with the reviewee during the actual review
However, if you want to make the share the peer feedback with the reviewee, you can, but the peer feedback will remain 100% anonymous
Note: There is no way to share non-anonymous peer feedback with the reviewee
Custom Answer Templates (Question Types)
Reviews can cover anything and no two organizations do them exactly the same way. To to meet that need, Strety allows organizations to create their own Custom Answer Templates so you can style & run your Reviews, your way!
Here's a short list of Answer Templates we'd recommend adding to your list:
Yes/No/Sometimes - To mirror the Understands It, Wants It, Can Handle It (GWC) style from the Roles Review and Core Values Review
Rating Scale - Add 1-3, 1-5, or 1-10 options for questions requiring a rating
Performance
A, B, C, D, F
Above Average, Average, Below Average
High, Medium, Low
Frequency - Always, Sometimes, Never
Creating a New Answer Template
To create a new Answer Template, access the 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 type and click Save
This Answer Type is now available for anyone to use when setting-up a Review Template, Peer Review Template, or one-off Review.
To add a Custom Answer Template to a Review, click into the Review form and add a Custom Question.
Enter the Question in the top field & select the Answer Template in the second field. This will determine the selectable answers for this question. Save & Exit the form
Once a Review has started, here is how the different Answer Templates will appear for anyone filling out the Review:
Supplemental Reading
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