Campaign Management
Complete guide to creating, configuring, and managing People Review campaigns through the wizard interface.
Campaign List View
The main People Review page displays all campaigns with:
- Campaign name and status
- Timeline information (start, end, calibration dates)
- Owner information
- Quick actions (view, edit, delete)
┌─────────────────────────────────────────────────────────────────┐
│ PEOPLE REVIEW CAMPAIGNS [+ New Campaign] │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 🔍 Search campaigns... Status: [All ▼] Sort: [Date ▼] │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Q1 2026 Talent Review Status: ACTIVE │ │
│ │ Jan 15 - Mar 31, 2026 Owner: Sarah Chen │ │
│ │ Calibration: Apr 5, 2026 [View][Edit]│ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Annual Performance Review Status: DRAFT │ │
│ │ Not started Owner: John Smith │ │
│ │ Calibration: Not set [View][Edit] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────┘
Creating a Campaign
Starting the Wizard
Click [+ New Campaign] to launch the 6-step creation wizard:
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
●─────────────○─────────────○─────────────○─────────────○─────────────○
Basic Evaluation Matrix Review Collective Summary
Information Criteria Config Assignment Review
Step 1: Basic Information
Define the campaign's core settings:
Required Fields
| Field | Description | Validation |
|---|---|---|
| Campaign Name | Unique identifier for the campaign | Required, min 3 characters |
| Start Date | When reviews can begin | Required, future date |
| End Date | Deadline for individual reviews | Required, after start date |
| Calibration Date | Date for collective calibration session | Required, after end date |
Optional Fields
| Field | Description |
|---|---|
| Description | Detailed explanation of campaign purpose |
| Owners | Users responsible for campaign administration |
Example Configuration
Campaign Name: "Q1 2026 Leadership Review"
Description: "Annual leadership talent assessment for director-level and above"
Start Date: 2026-01-15
End Date: 2026-02-28
Calibration Date: 2026-03-15
Owners:
- Sarah Chen (HR Director)
- Michael Torres (CHRO)
Step 2: Evaluation Criteria
Configure which scoring dimensions are enabled for the campaign.
→ See Evaluation Criteria for detailed configuration.
Step 3: Matrix Configuration
Set up one or more calibration matrices.
→ See Matrix Configuration for detailed setup.
Step 4: Review Assignment
Add reviewees and configure reviewer hierarchy.
→ See Review Assignment for assignment options.
Step 5: Collective Review
Select calibration session participants.
→ See Collective Review for configuration.
Step 6: Campaign Summary
Review all settings before launching:
┌─────────────────────────────────────────────────────────────────┐
│ CAMPAIGN SUMMARY │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 📋 Basic Information │
│ ├── Name: Q1 2026 Leadership Review │
│ ├── Period: Jan 15 - Feb 28, 2026 │
│ ├── Calibration: Mar 15, 2026 │
│ └── Owners: Sarah Chen, Michael Torres │
│ │
│ 📊 Evaluation Criteria │
│ ├── Performance: ✓ Enabled │
│ ├── Potential: ✓ Enabled │
│ ├── Risk of Loss: ✓ Enabled │
│ ├── Impact of Loss: ✗ Disabled │
│ └── Custom Fields: 2 configured │
│ │
│ 🎯 Matrix Configuration │
│ └── 1 matrix: Performance vs Potential (9-box) │
│ │
│ 👥 Review Assignment │
│ ├── Reviewees: 45 employees │
│ └── Hierarchy Level: N (Direct Manager) │
│ │
│ 👔 Collective Reviewers │
│ └── 5 calibration participants │
│ │
│ [Save as Draft] [Launch Campaign] │
│ │
└─────────────────────────────────────────────────────────────────┘
Editing Campaigns
Edit Permissions by Status
| Status | What Can Be Edited |
|---|---|
| Draft | All settings (full flexibility) |
| Active | End date, calibration date, add reviewees |
| Completed | Nothing (read-only) |
| Archived | Nothing (read-only) |
Edit Mode Restrictions
When editing an active campaign:
┌─────────────────────────────────────────────────────────────────┐
│ ⚠️ LIMITED EDIT MODE │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Editable: │
│ ✓ End date (extend deadline) │
│ ✓ Calibration date (reschedule) │
│ ✓ Add new reviewees │
│ ✓ Add collective reviewers │
│ │
│ Locked: │
│ ✗ Campaign name │
│ ✗ Start date (already passed) │
│ ✗ Evaluation criteria │
│ ✗ Matrix configuration │
│ ✗ Remove existing reviewees │
│ │
└──────────────────────── ─────────────────────────────────────────┘
Campaign Actions
Available Actions by Status
| Action | Draft | Active | Completed | Archived |
|---|---|---|---|---|
| View | ✓ | ✓ | ✓ | ✓ |
| Edit | ✓ | Partial | ✗ | ✗ |
| Delete | ✓ | ✗ | ✗ | ✗ |
| Launch | ✓ | N/A | N/A | N/A |
| Complete | N/A | ✓ | N/A | N/A |
| Archive | N/A | N/A | ✓ | N/A |
| Export | ✗ | ✓ | ✓ | ✓ |
Launching a Campaign
Before launching, the system validates:
- All required fields are completed
- At least one matrix is configured
- At least one reviewee is assigned
- At least one collective reviewer is assigned
- Dates are logical (start < end < calibration)
Campaign Detail View
The detail view provides a comprehensive overview:
┌─────────────────────────────────────────────────────────────────┐
│ Q1 2026 Leadership Review Status: ACTIVE │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Progress Overview │
│ ┌────────────────────────────────────────────────────────┐ │
│ │ ████████████████████░░░░░░░░░░ 67% Complete │ │
│ │ 30 of 45 reviews submitted │ │
│ └────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Timeline │ │ Reviewees │ │ Matrix │ │
│ │ │ │ │ │ │ │
│ │ 15 days │ │ 45 │ │ 9-box │ │
│ │ remaining │ │ employees │ │ Perf/Pot │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │
│ Tabs: [Overview] [Reviewees] [Matrix View] [Calibration] │
│ │
└─────────────────────────────────────────────────────────────────┘
Filtering and Search
Available Filters
| Filter | Options |
|---|---|
| Status | All, Draft, Active, Completed, Archived |
| Date Range | Custom date range for campaign period |
| Owner | Filter by campaign owner |
Search
Full-text search across:
- Campaign name
- Description
- Owner names
Bulk Operations
For managing multiple campaigns:
| Operation | Description |
|---|---|
| Export List | Download campaign list as CSV |
| Archive Multiple | Move completed campaigns to archive |
Navigation
- Previous: Core Concepts
- Next: Evaluation Criteria
- Back to: Documentation Index