People Review Documentation
Complete documentation for Neobrain's People Review system - a multi-step wizard-based platform for creating and managing talent review campaigns with calibration matrices and collective evaluation.
Overview
The People Review module enables HR professionals and managers to conduct structured talent assessments using customizable evaluation criteria, 2D calibration matrices (9-box, 12-box, 16-box, 25-box), and collaborative calibration sessions.
┌─────────────────────────────────────────────────────────────────┐
│ PEOPLE REVIEW SYSTEM │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Campaign Creation Wizard (6 Steps) │
│ │ │
│ ├── Step 1: Basic Information │
│ │ └── Name, dates, owners, description │
│ │ │
│ ├── Step 2: Evaluation Criteria │
│ │ └── Performance, Potential, Risk/Impact of Loss │
│ │ │
│ ├── Step 3: Matrix Configuration │
│ │ └── 9-box, 12-box, 16-box, or 25-box matrices │
│ │ │
│ ├── Step 4: Review Assignment │
│ │ └── Reviewees (users, groups, talent pools) │
│ │ │
│ ├── Step 5: Collective Review │
│ │ └── Calibration session reviewers │
│ │ │
│ └── Step 6: Campaign Summary │
│ └── Review all settings before launch │
│ │
└─────────────────────────────────────────────────────────────────┘
What This Module Does
┌──────────────────┐ ┌──────────────────┐ ┌──────────────────┐
│ ASSESSMENT │ │ CALIBRATION │ │ INSIGHTS │
│ │ │ │ │ │
│ • Performance │────▶│ • 9-Box Matrix │────▶│ • Talent Pool │
│ • Potential │ │ • Collective │ │ • Development │
│ • Risk of Loss │ │ Sessions │ │ Plans │
│ • Impact of Loss │ │ • Consensus │ │ • Succession │
│ • Custom Fields │ │ Building │ │ Planning │
└──────────────────┘ └──────────────────┘ └──────────────────┘
Key Concepts
| Concept | Definition |
|---|---|
| Campaign | A structured talent review process with defined timeline, criteria, and participants |
| Matrix | 2D grid (9-box, 12-box, etc.) mapping employees based on two evaluation axes |
| Reviewee | Employee being evaluated in the campaign |
| Reviewer | Manager or peer conducting individual assessments |
| Collective Reviewer | Participant in calibration sessions with view across all reviewees |
| Calibration | Group process to ensure consistent and fair talent assessments |
| Custom Field | Additional evaluation criteria defined by HR (text or scale) |
Documentation Structure
| File | Content |
|---|---|
| 01-core-concepts | Fundamental concepts, terminology, and architecture |
| 02-campaign-management | Creating, editing, and managing campaigns |
| 03-evaluation-criteria | Configuring scoring types and custom fields |
| 04-matrix-configuration | Setting up calibration matrices |
| 05-review-assignment | Assigning reviewees and reviewers |
| 06-collective-review | Configuring calibration sessions |
| 07-for-hr-admin | Complete HR administrator guide |
| 08-for-manager | Guide for managers and reviewers |
| 09-campaign-completion | Finalizing campaigns and exporting results |
| 10-best-practices | Recommendations for effective talent reviews |
| 11-common-mistakes | Pitfalls to avoid |
| 12-quick-reference | Cheat sheet and glossary |
Role-Specific Guides
For HR Administrators
- Campaign Management - Create and configure campaigns
- Evaluation Criteria - Define assessment criteria
- Matrix Configuration - Set up calibration matrices
- HR Admin Guide - Complete administrator workflow
For Managers / Reviewers
- Manager Guide - Conducting reviews and calibration
- Review Assignment - Understanding assignment hierarchy
For Calibration Leads
- Collective Review - Running calibration sessions
- Best Practices - Ensuring fair calibration
Getting Started
- New to People Review? Start with Core Concepts
- Creating your first campaign? Follow Campaign Management
- Setting up matrices? See Matrix Configuration
- Running calibration? Read Collective Review
- Quick lookup? Use Quick Reference
Version Information
| Item | Value |
|---|---|
| Module Version | 1.0.0 |
| Last Updated | January 2026 |
| Minimum Role | HR Administrator (create), Manager (review) |
| Related Modules | Performance Reviews, Talent Pools, Development Plans |
Need Help?
- Best Practices - Optimize your talent review process
- Common Mistakes - Avoid common pitfalls
- Quick Reference - Fast lookup for key information