Quick Reference

Quick lookup guide for People Review terminology, workflows, and key information.

---

Glossary

Core Terms

Term	Definition
Campaign	A structured talent review process with defined timeline and participants
Calibration	Group process to ensure consistent and fair assessments
Matrix	2D grid visualizing employee positioning (e.g., 9-box)
Reviewee	Employee being evaluated in the campaign
Reviewer	Manager conducting individual assessments
Collective Reviewer	Participant in calibration sessions with cross-organization view

Evaluation Terms

Term	Definition
Performance	Assessment of current job execution against expectations
Potential	Prediction of future growth capability
Risk of Loss	Likelihood an employee will leave the organization
Impact of Loss	Business impact if the employee departs
Custom Field	Additional evaluation criteria defined by HR

Status Terms

Term	Definition
Draft	Campaign being configured, not yet active
Active	Campaign is live, reviews in progress
Completed	All reviews done, calibration finished
Archived	Historical record, read-only
Not Started	Review not yet begun by reviewer
In Progress	Review started but not submitted
Calibrated	Assessment finalized through calibration

---

Campaign Workflow Cheat Sheet

┌──────────────────────────────────────────────────────────────────┐
│  CAMPAIGN LIFECYCLE                                              │
├──────────────────────────────────────────────────────────────────┤
│                                                                   │
│  1. CREATE (Draft)                                                │
│     └─ Complete 6-step wizard                                    │
│                                                                   │
│  2. LAUNCH (Draft → Active)                                       │
│     └─ Managers can begin reviews                                │
│                                                                   │
│  3. COLLECT (Active)                                              │
│     └─ Monitor progress, send reminders                          │
│                                                                   │
│  4. CALIBRATE (Active)                                            │
│     └─ Hold calibration session                                  │
│                                                                   │
│  5. COMPLETE (Active → Completed)                                 │
│     └─ Lock results, generate reports                            │
│                                                                   │
│  6. ARCHIVE (Completed → Archived)                                │
│     └─ Move to historical records                                │
│                                                                   │
└──────────────────────────────────────────────────────────────────┘

---

6-Step Wizard Summary

Step	Name	Key Actions
1	Basic Information	Name, dates, owners
2	Evaluation Criteria	Enable scoring dimensions, add custom fields
3	Matrix Configuration	Create matrices, define axes and cells
4	Review Assignment	Add reviewees, set hierarchy level
5	Collective Review	Select calibration participants
6	Campaign Summary	Review and launch

---

Matrix Quick Reference

Standard 9-Box Layout

                    POTENTIAL
                Low        Medium      High
              ┌──────────┬──────────┬──────────┐
        High  │ Key      │ Current  │ Star     │
              │ Player   │ Star     │          │
              ├──────────┼──────────┼──────────┤
PERFORMANCE   │ Core     │ Core     │ Future   │
        Med   │ Player   │ Player   │ Star     │
              ├──────────┼──────────┼──────────┤
        Low   │ Under-   │ Effective│ Emerging │
              │ performer│          │ Potential│
              └──────────┴──────────┴──────────┘

Cell Actions Guide

Cell	Typical Actions
Star	Accelerate, retain, visible assignments
Future Star	Performance coaching, skill development
Current Star	Engage, challenge, retention plan
Key Player	Develop potential, expand scope
Core Player	Maintain, targeted development
Effective	Performance support, clear goals
Emerging Potential	Clarify expectations, provide structure
Underperformer	Performance plan, role assessment

Matrix Dimensions

Size	Grid	Cells	Best For
9-box	3×3	9	Standard, most common
12-box	4×3	12	More X-axis granularity
16-box	4×4	16	Detailed differentiation
25-box	5×5	25	Maximum granularity

---

Hierarchy Levels

Level	Description	Use Case
N	Direct manager	Default, most common
N+1	Skip-level	Senior roles
N+2	Two levels up	Executive reviews

---

Key Dates Checklist

☐ Campaign Start Date
  └─ When reviews can begin

☐ Campaign End Date
  └─ Deadline for manager submissions

☐ Calibration Date
  └─ Scheduled calibration session

☐ Communication Dates
  ├─ Pre-launch announcement
  ├─ Midpoint reminder
  └─ Final reminder (5 days before)

---

Edit Permissions by Status

Setting	Draft	Active	Completed	Archived
Basic info	✓	Partial	✗	✗
Start date	✓	✗	✗	✗
End date	✓	✓	✗	✗
Calibration date	✓	✓	✗	✗
Evaluation criteria	✓	✗	✗	✗
Matrix config	✓	✗	✗	✗
Add reviewees	✓	✓	✗	✗
Remove reviewees	✓	✗	✗	✗
Collective reviewers	✓	✓	✗	✗

---

Rating Scale Guide

Performance (Example)

Rating	Label	Description
5	Exceptional	Consistently exceeds all expectations
4	Exceeds	Regularly exceeds expectations
3	Meets	Consistently meets expectations
2	Below	Sometimes meets expectations
1	Unsatisfactory	Does not meet expectations

Potential (Example)

Rating	Label	Description
5	Transformational	Can lead organizational change
4	Executive	Ready for senior leadership
3	Manager	Can grow to manage teams
2	Professional	Expert in current track
1	Limited	Content in current role

---

Distribution Guidelines

Healthy Distribution (Guideline)

Segment	Range	Description
Top performers	10-20%	Stars, high achievers
Solid contributors	50-70%	Core players, backbone
Needs development	10-25%	Growth opportunities
Concerns	5-10%	Performance issues

Warning Signs

• 30% in top cells → Rating inflation

• 0% in bottom cells → Avoidance
• All ratings = 3 → No differentiation
• Same scores across all managers → Possible copying

---

Keyboard Shortcuts

Action	Shortcut
Save draft	Ctrl/Cmd + S
Next step	Enter
Previous step	Escape
Search	Ctrl/Cmd + F

---

API Quick Reference

Endpoints

Resource	Endpoint
Campaigns	/people-review-campaigns
Single Campaign	/people-review-campaigns/{id}
Matrices	/people-review-campaigns/{id}/matrices
Reviews	/people-review-campaigns/{id}/reviews
Collective Reviewers	/people-review-campaigns/{id}/collective-reviewers
Custom Fields	/people-review-campaigns/{id}/custom-assessment-fields

Status Values

CampaignStatus: 'draft' | 'active' | 'completed' | 'archived'
ReviewStatus: 'not_started' | 'in_review' | 'calibrated'

---

Troubleshooting Quick Fixes

Issue	Quick Fix
Can't add reviewees	Check campaign status (must be Draft or Active)
Matrix not showing	Ensure at least one matrix is configured
Missing reviewer	Check hierarchy data, assign manually
Can't complete	Verify 100% reviews submitted
Export fails	Check permissions, try different format

---

Support Resources

Resource	When to Use
Core Concepts	Understanding the system
Campaign Management	Creating campaigns
Best Practices	Optimizing your process
Common Mistakes	Avoiding pitfalls

---

Navigation

• Previous: Common Mistakes
• Back to: Documentation Index