Closing a Review Cycle
Complete a review cycle and deliver final review packets to employees.
Introduction
Once performance reviews have been completed and reviewed, an Account Owner can close the cycle.
Closing a cycle finalises the review process, delivers review packets to employees, and generates the AI summary for the cycle.
Before You Get Started
You must be an Account Owner to close a performance review cycle.
Closing a cycle is an important final step. Once the cycle is closed, Account Owners can no longer edit reviews for calibration or other changes.
Before closing the cycle, we recommend checking:
Reviews have been submitted where possible
Calibration is complete
Manager feedback has been reviewed
The cycle is ready to be shared with employees
Getting Started
Go to Performance from the left-hand menu.
Open the review cycle you want to close.
Review the Overview tab to check cycle progress.
When ready, click Complete cycle in the top-right corner.
What Happens When You Close a Cycle
Closing a cycle will:
Close Unfinished Reviews
Any unfinished employee or manager reviews will be closed as part of the cycle completion process.
This means employees and managers will no longer be able to submit or update their review responses.
Stop Further Editing
Once the cycle is complete, Account Owners can no longer edit reviews.
This includes changes for:
Calibration
Manager feedback
Review outcomes
Review packet content
Make sure all updates are complete before closing the cycle.
Deliver Review Packets to Employees
Closing the cycle delivers the final review packet to each employee.
The packet includes:
The employee’s self review, if in scope
The manager review, if in scope
This gives employees access to their completed review information in Worknice.
Generate the AI Summary
When the cycle is closed, Worknice generates the AI summary for the cycle.
The summary helps Account Owners understand key themes, trends, and patterns across the completed review cycle.
Important Notes
Closing a cycle cannot be used as a draft or preview step. Only close the cycle when you are ready to finalise and share review packets.
If you need to calibrate or make changes to reviews, do this before clicking Complete cycle.
You're All Done!
You’ve now closed the performance review cycle, delivered review packets to employees, and generated the AI summary.
If you have any questions, please reach out to help@worknice.com or through the help section within Worknice.