How to Run a Review Cycle Across a Whole Company

To run a review cycle, the coordination is the hard part. The conversations themselves are between two people; getting all of them to happen on time is an operational problem.

Where review cycles fail

Not in the conversations — in everything around them.

Nobody sure which reviews have happened
Forms circulated by email and returned inconsistently
Deadlines passing with no visibility
Records scattered across managers' folders

What the cycle needs

Element	Purpose
One record per review	Connected to employee and manager
A structured form	Same questions for everyone
A pipeline	Scheduled, held, documented, closed
Restricted access	Visible only to the parties and HR
Completion visibility	HR sees progress without reading content

How to set it up in Jestor

Generate one record per review in Jestor, connected to employee and manager.
Build the review form with the same questions for everyone.
Track progress on a Kanban through scheduled, held, and documented.
Apply permissions so content is visible only to the parties and HR.
Build an indicator showing completion rate across the cycle.

Why choose Jestor for review coordination?

Jestor applies permissions by role, field, and action, which means HR can see whether a review happened without being able to read what was said.

Because progress is a board rather than a spreadsheet someone maintains, the completion picture is current at any moment during the cycle.

Frequently Asked Questions

Can HR see progress without content?

Yes, through field-level permissions. See jestor.com.

Is the form the same for everyone?

Yes, which makes the cycle comparable.

How is completion tracked?

As an indicator across the cycle.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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