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Core Concepts

Understanding the fundamental concepts, terminology, and architecture behind Neobrain's People Review system.


System Overview

The People Review system is designed to help organizations conduct structured talent assessments through a wizard-based campaign creation process, customizable evaluation criteria, and collaborative calibration sessions.

┌─────────────────────────────────────────────────────────────────┐
│ PEOPLE REVIEW ARCHITECTURE │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Campaign │───▶│ Matrix │───▶│ Review │ │
│ │ Definition │ │ Setup │ │ Assignment │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │
│ │ Evaluation │ │ Cells & │ │ Collective │ │
│ │ Criteria │ │ Axes │ │ Reviewers │ │
│ └─────────────┘ └─────────────┘ └─────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────┘

Key Entities

Campaign

A Campaign is the top-level container for a talent review cycle. It defines:

  • Timeline (start date, end date, calibration date)
  • Owners responsible for administration
  • Status lifecycle (draft → active → completed → archived)
Campaign
├── Basic Information (name, dates, owners)
├── Configuration (evaluation criteria, matrices)
├── Reviews (individual assessments)
└── Collective Reviewers (calibration participants)

Matrix

A Matrix is a 2D grid used to visualize employee positioning based on two evaluation criteria (axes). Supported dimensions:

DimensionGrid SizeUse Case
9-box3×3Most common, standard talent review
12-box4×3 or 3×4More granular differentiation
16-box4×4Detailed assessment
25-box5×5Maximum granularity
                    POTENTIAL (X-Axis)
Low Medium High
┌───────┬───────┬───────┐
High │ Key │Current│ Star │
│Player │ Star │ │
├───────┼───────┼───────┤
PERFORMANCE │ Core │ Core │Future │
(Y-Axis) Med │Player │Player │ Star │
├───────┼───────┼───────┤
Low │Under- │Emerging│Emerging│
│perform│ │Potential│
└───────┴───────┴───────┘

Evaluation Criteria

Built-in scoring dimensions available for assessment:

CriterionDescriptionPurpose
PerformanceCurrent job performance levelMeasures achievement against objectives
PotentialFuture growth capabilityPredicts ability to take on larger roles
Risk of LossLikelihood of departureIdentifies retention concerns
Impact of LossBusiness impact if employee leavesPrioritizes retention efforts

Custom Fields

Organizations can define additional evaluation criteria:

Field TypeDescriptionExample
TextFree-form response"Development recommendations"
ScaleNumeric rating with bounds"Leadership readiness (1-5)"

Review Hierarchy

Reviewee Types

Employees can be added to campaigns through multiple assignment methods:

TypeDescriptionUse Case
IndividualSingle user assignmentSpecific employee review
GroupOrganizational unitTeam or department review
Talent PoolPre-defined talent segmentHigh-potential program

Reviewer Levels

The system supports hierarchical review structures:

Hierarchy Level
├── N (Direct Manager) - Most common
├── N+1 (Manager's Manager)
├── N+2 (Skip-level)
└── Custom Levels

Collective Reviewers

Special participants who:

  • Have visibility across all reviewees in the campaign
  • Participate in calibration sessions
  • Help ensure consistency and fairness
  • Typically include HR, senior leadership, or calibration facilitators

Campaign Lifecycle

┌──────────┐     ┌──────────┐     ┌──────────┐     ┌──────────┐
│ DRAFT │────▶│ ACTIVE │────▶│COMPLETED │────▶│ ARCHIVED │
└──────────┘ └──────────┘ └──────────┘ └──────────┘
│ │ │ │
│ │ │ │
▼ ▼ ▼ ▼
Full edit Limited edit Read-only Historical
capability (dates only) Results fixed Long-term
storage

Status Definitions

StatusDescriptionAllowed Actions
DraftCampaign being configuredFull editing of all settings
ActiveReviews in progressEdit dates, add reviewees
CompletedCalibration finishedView results, export data
ArchivedHistorical recordView only

Review Status Flow

Individual reviews progress through states:

┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│ NOT_STARTED │────▶│ IN_REVIEW │────▶│ CALIBRATED │
└─────────────┘ └─────────────┘ └─────────────┘
│ │ │
│ │ │
▼ ▼ ▼
No assessment Manager has Calibration
submitted yet submitted session complete
assessment

Data Relationships

CAMPAIGN (1)

├── has one CONFIGURATION (1)
│ ├── Evaluation criteria toggles
│ └── has many CUSTOM_FIELDS (n)

├── has many MATRICES (n)
│ ├── has two AXES (2) - X and Y
│ └── has many CELLS (9-25)

├── has many REVIEWS (n)
│ ├── belongs to REVIEWEE (user/group/pool)
│ └── assigned to REVIEWER (manager)

└── has many COLLECTIVE_REVIEWERS (n)
└── Calibration session participants

Multilingual Support

All text fields support multiple languages through record-based storage:

titles: {
en: "Performance Assessment",
fr: "Évaluation de Performance",
de: "Leistungsbeurteilung"
}

Fallback Logic: English → French → First available language


Integration Points

The People Review system integrates with other Neobrain modules:

ModuleIntegration
User ManagementEmployee data, organizational hierarchy
GroupsTeam assignments for bulk reviews
Talent PoolsSegment-based campaign targeting
Performance ReviewsHistorical performance data
Development PlansPost-calibration action planning