easyreview Help

Welcome to the easyreview Help Center. Here you will find instructions for all of the application's features.

Structure of easyreview

After logging in, you will be taken to your personal profile. You can access all areas of the application via the sidebar on the left.

Overview of the easyreview interface with sidebar

The sidebar is divided into the following sections:

• My profile: Your personal profile with team, feedback, target agreements, observations, and 1:1 feedback

• Feedback: Feedback processes such as annual reviews, 360-degree feedback, or pulse surveys

• Goals & OKRs: Goal processes and goal agreements for your employees

• Competency models: Competency assessments with job profiles and evaluations (optional module)

• Administration: Employee management, user groups, custom fields, data protection, and audit history (only for HR employees and administrators)

At the bottom left of the sidebar, you will find your name and profile picture. Clicking on it opens a menu for logging out and changing the language.

Getting started

Information about login, password, profile, and language settings can be found in the General section. The most important topics:

• Log in via email, employee number, or Microsoft 365 (SSO)

• Change or reset password

• View and edit employee profile

• Change language (German, English, French, Italian)

• Customize terminology (for administrators)

Feedback (evaluations)

You can use feedback to survey your colleagues and evaluate the results. easyreview supports various types of feedback:

• Annual reviews (two-way feedback)

• 360-degree feedback

• Pulse surveys

• External feedback (e.g., probationary period assessments)

• General and anonymous surveys

Each feedback process consists of a questionnaire, editions (cycles), a participant list, and the evaluation of results.

Target agreements

Under target agreements, you define measurable targets and track your employees' progress. Targets can be quantified, weighted, and cascaded. Automatic reminders keep everyone involved up to date.

1:1 feedback

With 1:1 feedback, you can give colleagues direct praise, share an idea, or offer constructive criticism. The messages are private and only visible to the sender and recipient.

Observations

Observations are private notes about colleagues. Record performance and impressions throughout the year to better prepare for discussions. Only you can view your observations.

competency models

The competency system enables structured competency assessments. You define competency models with categories, assign them to employees via job profiles, and evaluate the results as a radar chart or table.

administration

The administration functions can be found in the Administration section of the sidebar. This section is only visible to users with the role of HR employee, administrator, or management.

Administration area in the sidebar

• Employee management: Create, edit, import, export employees, and set access rights

• Custom fields: Add your own data fields such as department, location, or cost center to employee profiles

• Privacy settings: Configure privacy notices for your employees and feedback participants

• Revision history: Track who made which changes and when (enterprise feature)