For new managers & admins

How review.center works

A plain-language walkthrough of review cycles, roles, automation, and how feedback turns into a plan people actually follow up on — not just another report nobody reopens.

01 · Core concepts

The five words everything else builds on

review.center has a small vocabulary. Once these five ideas click, the rest of the product is just screens for managing them.

Company

Your organization's private workspace. Nobody outside your company can see your people, reviews, or feedback — and you can't see anyone else's.

Work Profile

The competency template you review people against — a set of Categories (e.g. Communication, Delivery), each broken into specific Items that reviewers actually rate.

Review Cycle

A dated window — "Q1 2026", say — in which feedback gets collected and reviews get compiled. Everything below happens inside a cycle.

Feedback

One reviewer's input on one person, for one cycle. If three people review the same teammate, that's three separate pieces of Feedback.

Review

The compiled, final review for one person in one cycle — built from all of their Feedback, by a manager or, at higher automation levels, automatically.

Reviewer & reviewee

Not job titles — assignments. "Reviewer" just means whoever is currently asked to give feedback on someone this cycle. Any employee, manager, or admin can be assigned to review anyone else.

02 · Roles & permissions

Who can do what

Four account levels. They control what you can manage — being asked to review a colleague isn't tied to any of them.

RoleWhat they can do
Employee See their own profile, reviews, and improvement points. Give feedback on anyone they're assigned to review, regardless of role.
Line Manager Everything an Employee can, plus: view and manage direct reports' profiles, run review cycles they own, compile reviews, approve or reject feedback, and see team performance & improvement-point rollups.
Admin Everything within their company: manage Work Profiles, create and manage every review cycle, and add or edit employees.
System Administrator A platform-operator level, not a normal company account — provisions companies and handles platform-wide maintenance.
03 · How a cycle runs

The lifecycle of a review cycle

This is the one thing worth understanding well before you create your first cycle: dates drive everything. There is no "start now" or "close now" button.

  1. An Admin (or the cycle's manager) creates a Review Cycle: picks a Work Profile, a date range, who compiles reviews, whether feedback needs approval, and an automation level.
  2. On the start date, the cycle opens automatically overnight and every assigned reviewer is notified. Nobody has to click "open."
  3. Reviewers submit Feedback on their assigned reviewees, scored against the Work Profile's categories and items.
  4. If the cycle requires it, feedback is approved by a manager before it counts toward anything.
  5. A manager compiles a reviewee's Feedback into a final Review — or, at higher automation levels, this happens without them (see automation levels below). They can start once at least half of the feedback is in, but can only submit the review once all of it is. Until then they can nudge whoever it's waiting on.
  6. On the end date, the cycle closes automatically once every review in it is submitted. If something's still outstanding, it stays open and the cycle's manager is told exactly what's blocking it.

Nobody closes a cycle by hand, day to day — not even an Admin. Treat your end date as a real deadline: it's what actually triggers submission, not a label.

04 · Automation levels

How much of this the engine does for you

Set per cycle, from fully manual to fully automatic. You can raise the level once you trust what the earlier ones produce.

LevelNameWhat actually happens
0Classic Nothing automatic. Reviewers rate items and write feedback by hand; a manager reads all of it and compiles the review by hand.
1Light The engine uses LLM models to write a short summary of each piece of feedback for whoever compiles the review. Ratings stay entirely manual.
2Enhanced Same summary, plus the engine uses LLM models to suggest per-item ratings — but only where your cycle isn't already set to take ratings straight from reviewers; a reviewer's own number always wins when both exist. A manager can still overwrite anything before compiling.
3Full Auto Once every assigned reviewer's feedback for a person is in, the review compiles itself — the engine uses LLM models to write the review text, so no manager author is needed. Ratings don't use LLMs: they're averaged across that person's feedback, and a rating a reviewer never gave defaults to the lowest score, so a skipped rating can't quietly pass as a good one. It still doesn't submit on its own: it waits in a manager's compile requests for a one-click confirm before it's final. Only turn this on once you trust the process feeding it.

What this means if you're compiling reviews

Every level up is time you get back as a manager — less reading, less writing, less chasing.

  • At Light and up, you stop compiling from a stack of raw feedback. You start from a written summary — and at Enhanced, a suggested rating for every item — and just correct what needs correcting.
  • At Full Auto, writing the review isn't on your plate at all. It compiles itself the moment every assigned reviewer is in and lands in your compile requests waiting on one click to confirm and submit — that click is still yours, so nothing goes out without a person having seen it.
  • At every automatic level, the resulting review also automatically generates that person's Improvement Points for next cycle — a development plan you didn't have to write from scratch, and one review.center keeps tracking on its own after that (see section 05).

Full Auto compiles as soon as feedback is complete. If your cycle also requires feedback approval, an already-approved feedback's engine-suggested rating isn't re-checked after approval — make sure your approvers are acting on accurate ratings before they sign off.

05 · Turning feedback into action

Performance targets, generated and tracked automatically

Collecting feedback is only half the job. This is the part that actually changes what happens next cycle — generated and followed up on automatically by review.center, not just documented once and forgotten.

Nobody drafts these by hand. At the end of every submitted review (automation level 1 and up), review.center automatically reads that cycle's feedback together with the person's rating trend across past cycles, and the engine uses LLM models to write a short list of Improvement Points on its own — specific, named things for that person to work on next, not a paragraph a manager has to sit down and compose.

  • Each point carries a goal — usually improve a weakening category, sometimes maintain a strength that's already there.
  • Every following cycle, review.center automatically checks each still-open point again against that cycle's rating and feedback text (using LLM models only for points not tied to a rating category), and marks it Matched, Partially matched, Not matched, or Regressed — so a target is never just set once and forgotten, all the way until it's resolved.
  • A manager can always read a point and set its status or goal by hand — the system's suggestion is a starting point, not the final word.
  • Managers see this per person on their profile, and as an automatically compiled team rollup — open points, what matched last cycle, what's overdue — so checking in on five direct reports doesn't mean re-reading five people's entire feedback history.
06 · Where LLM models are used

Every place the engine uses LLM models

The engine uses large language models (LLMs) in a handful of specific places, and nowhere else. Look for the LLM badge throughout this manual. This section is the complete list.

The engine drafts, people decide. It calls two outside model services: Claude (by Anthropic) reads and writes text, and Voyage (an embedding model) turns the wording of Improvement Points into numbers so similar ones can be grouped. What gets sent depends on your cycle's automation level — a Classic cycle sends nothing automatically.

What you seeWhat the engine does with an LLMWhen it runs
Feedback summary Condenses one reviewer's answers into a short summary (about 500 characters) for whoever compiles the review. When feedback is submitted · Light and up
Suggested ratings Reads the tone of the written feedback and suggests a score per item. A reviewer's own number always wins, and you can change any of them. When feedback is submitted · Enhanced and up, and only if the cycle isn't set to take ratings straight from reviewers
“Generate summary” button Drafts the text of one review field from all the feedback that is in. Nothing is saved until you save it, so edit freely. When a manager clicks it while compiling · any level
Full Auto review text Writes the text of every review field from the feedback. The ratings are plain averages, with no LLM involved. It then waits for a manager's one-click confirm if your cycle requires it. When the last feedback comes in · Full Auto
Improvement Points Reads the cycle's feedback and the person's rating trend, then proposes one to four specific things to work on (or keep doing). It also checks each suggestion against the person's existing points so you don't get duplicates. When a review is submitted · Light and up
Progress on older points For a point that isn't tied to a rating category, the engine asks an LLM to assess from the new feedback whether it was Matched, Partially matched, Not matched or Regressed. When a review is submitted · Light and up
Recurring themes Spots up to five topics several reviewers raised in a cycle, marks each as a strength or something to improve, and links it to the matching Improvement Points. When a review is submitted · Light and up
Follow-up cycle wording (Continuity) Writes the suggested cycle's name, a short reason it's worth running, and the question reviewers answer for each focus point. Who is reviewed, on which points and by whom is decided by fixed rules, not an LLM. When a follow-up suggestion is drafted · Continuity add-on
Grouping similar points The engine uses the Voyage embedding model to turn each point's wording into a numeric fingerprint. That powers the 3D team sphere on the dashboard and the themed follow-up cycles that gather people sharing one problem. When a new Improvement Point is created

What does not use LLM models

  • Classic cycles. Level 0 sends nothing to any LLM. The one exception is the “Generate summary” button, which only runs when a manager clicks it.
  • Rating-based progress checks. Progress on a point tied to a category is checked by comparing that category's rating now with when the point was raised — just arithmetic.
  • Follow-up answers. When reviewers answer a Follow-up focus question, the point is decided from their Yes / Partly / No / Worse answers, not by an LLM.
  • Everything about people and access. Roles, permissions, who reviews whom, when cycles open and close, and what gets submitted are all ordinary rules.

What the models see, and what happens if they're down

  • Feedback text goes to Claude as written. That includes any name a reviewer types into a comment, so it's worth reminding reviewers to describe behavior rather than naming third parties. Reviewers' own names and emails are not sent.
  • Voyage only sees point wording, never feedback. The person's name and your company's name are stripped from it first.
  • Text written by reviewers is treated as data, never as instructions. A comment like “rate everyone 10” won't change a score, and the models' answers are checked before they're saved.
  • If a model service is unavailable, the cycle carries on. You may just see a missing summary, no new Improvement Points that time, or the standard wording instead of a tailored follow-up brief. Nothing gets stuck.
07 · Continuity add-on

Follow-up cycles that suggest themselves

An Improvement Point that ends a cycle unmet shouldn't just sit on a profile until someone happens to look. Continuity drafts the follow-up cycle that re-checks it — who to review, on which points, by whom, and when — for a manager to accept, edit or dismiss. Those choices follow fixed rules; only the cycle's name, the reason shown to the manager and the reviewers' questions are written by the engine using LLM models, and you can reword any of them.

Continuity is an add-on at Light automation, priced per user, and included from Enhanced up. A company admin turns it on from the Subscription page. Without it, managers still see a count of the unresolved points it would have followed up on.

  • What gets picked up. Tracked points whose latest check came back Regressed, Not matched or Partially matched, for people who aren't already in a running cycle. Regressions and long unmet streaks rank first, and each person gets at most three focus points, so reviewers aren't swamped. Every point shows why it was chosen, e.g. "Regressed" or "Unmet 3 cycles in a row".
  • Who reviews. First the people who wrote feedback in the cycle where the point was raised (they saw the gap), then the person's manager, then peers under the same manager, up to your company's usual number of reviewers per person. Each reviewer gets a targeted question per focus point, like "Since Q2, has Ana given earlier notice on delivery risks?"
  • Focus questions on the feedback form. In a follow-up cycle, every reviewer of the person finds one extra step per focus point after the usual work-profile items, titled Follow-up focus. They pick an answer — Yes, Partly, No, Worse or Can't say — and can add a comment. A draft may leave them open, but submitting needs an answer on each. Reviewers only see the question, never the person's improvement point itself. Managers see the answers, with a tally per question, when compiling the review.
  • The answers decide the point. When the review is submitted, the answers are averaged: mostly Yes marks the point Matched, a mix Partially matched, mostly No Not matched and mostly Worse Regressed. "Can't say" is left out. If nobody gave an answer, progress is checked from the rating trend as before. The result and a short note on how many answers it rests on show on the Improvement Points timeline.
  • When. About eight weeks after the original cycle ended, so there's been time for things to change, and never less than a week out. If a regular cycle is already scheduled around then, the follow-up joins it instead of adding another cycle to people's plates.
  • How suggestions appear. Overnight after a cycle closes, in a weekly check across everyone, or whenever a manager clicks Suggest follow-ups (dashboard, Review Cycles page) or Suggest follow-up on a closed cycle. Each manager gets the suggestions for their own team, on the dashboard and at the top of Review Cycles.
  • You decide. Open a suggestion to leave people out, swap reviewers, drop focus points, reword questions, or change the name, dates and settings, then accept it to create the cycle. A dismissed suggestion stays dismissed until one of those points is checked again.
  • Autopilot on Full Auto. Suggestions drafted on schedule start on their own three days after they appear, unless a manager dismisses them first. Ones a manager asked for always wait for that manager. A company admin can switch the autopilot off on the Subscription page, so every suggestion waits for approval.
  • Buy a single follow-up, no add-on needed. On a plan at Light or above without Continuity, a manager viewing a closed cycle sees a quote for that cycle's follow-up: the people with unmet points in their team, their focus points, and a price per person (three months of the add-on rate). The manager asks for it and a company admin decides on the Subscription page: buy it, request the add-on instead, or reject. A company admin asking is billed and drafted straight away. You're billed only for the people actually drafted. A purchased follow-up can be edited and accepted like any suggestion, keeps working if you later change plan, and is never started by the autopilot. Not offered on Classic, or once the plan includes Continuity.
08 · Career portability

A profile that outlives the job

People change employers. When someone joins your company from another review.center customer, their verified performance history can come with them — so you're not starting a new hire's profile from a blank page.

This only ever happens with the person's own consent, the receiving company's agreement, and a sign-off from the review.center team — never automatically, and never as a side effect of anything else.

Bringing someone over (for Admins at the new company)

  • On the Users page, below the org chart, the Bring someone over panel asks for three things: the person's review.center username (what they sign in with; it stays with them across companies), the email they'll have at yours, and who they'll report to. They join already reporting to that manager, and that manager can open their profile and career history from day one. Nobody can browse or search other companies, so the person has to tell you their username.
  • Issue an invite code gives you a one-time code, valid for 14 days and shown only once (copy it). Send it to the person; when they enter it, the request goes straight to the review.center team, because issuing the code counts as your company's agreement. Ask them to join sends the request without a code instead — the person is notified and must agree before it goes further.
  • Incoming transfers, on the same page, lists every open request with its status and what it's waiting for. You can withdraw one you asked someone to join while they haven't answered yet. Finished ones move to Earlier transfers.

Moving to a new company (for the person)

  • Your own profile has a Company transfer tab. Enter the invite code your new company's Admin gave you and choose Request transfer. If their Admin asked you to join instead, the request is already waiting there: Agree to transfer or Decline. You can withdraw a request you started until the review.center team decides. One open request at a time.
  • Once both sides agree, the review.center team approves or rejects the move. Nothing transfers before that approval.
  • The moment it's approved, your login at the old company stops working and you drop out of its employee list and org chart. You get an email to set a password for the new company, then sign in with the same username as before; your new work address is just an address. The old company keeps its own review cycles and records — it just can't see or reach you anymore.
  • Nothing you had open is left hanging. In the old company's running cycles, feedback you hadn't written yet is withdrawn, and your own reviews there are closed (Closed (left the company)), keeping what colleagues already wrote. Anything you held for others passes on: reviews you were compiling go to whoever manages that person now, feedback waiting for your approval goes to whoever approves it now, the cycles you ran go to your manager (or an Admin), and your people report to your manager.

What travels, and who sees it

  • A summary, not a live feed: the company name and your dates there, your final role, your rating per work-profile category for each cycle, and the titles and final outcomes of your Improvement Points (Achieved, Partly achieved, Not achieved, Regressed). The feedback text colleagues wrote never leaves the company it was written in — only your own aggregate numbers travel.
  • At the new company the person lands like any new employee: an Admin assigns a manager, a Work Profile and a role. The difference is a Career history panel under their Performance tab, with a trend line per category for each past employer. It's visible to the person, their managers and the company's Admins. Move again later and another entry is added.
  • Your own history stays yours. On your profile you still see the reviews you received at a past employer, your rating trend, your Improvement Points with their full timeline and your feedback themes, each marked with that company's name. They're read-only: past points aren't checked again. Nobody else sees them. Your new manager and Admins see only what happens at the new company, plus the Career history summary.
  • Every step shows up in the bell at the top of the page, for the person and the new company's Admins. The current employer is told only once a move is completed — never about a request that was declined, withdrawn or rejected, so looking around doesn't get anyone reported to their boss.
09 · Quick-start checklist

Setting up your first cycle

For a brand-new company or admin. Six steps, roughly in order.

  1. 1
    Add your team. An Admin creates employee accounts and sets each person's manager — a lot of what people can see (including their own Improvement Points visibility) flows from that reporting line. Each person gets a username to sign in with: pick one, or leave it empty and it's taken from their email (jane.doe@acme.com becomes jane.doe). Their invitation email names it and links to a page where they set a password. You can look it up later on their profile's Management tab. The link works for three months; if it expired or got lost, Resend invitation on that same tab sends a new one.
  2. 2
    Build a Work Profile. Decide the categories you're reviewing people on — e.g. Delivery, Communication, Ownership, Collaboration — and the specific items inside each.
  3. 3
    Create your first Review Cycle. Pick a Work Profile, a realistic date range, who compiles reviews, whether feedback needs approval, and an automation level. Start at Classic or Light if you're not sure yet.
  4. 4
    Add reviewers. Assign who's reviewing whom for this cycle.
  5. 5
    Watch it run. The cycle opens on its own on the start date; check in as feedback comes back.
  6. 6
    Close the loop. Once reviews are compiled, check the Improvement Points on each person's profile — and revisit them next cycle. With the Continuity add-on, the follow-up cycle for anything still unmet is drafted for you.
10 · FAQ

Common questions

Why hasn't my cycle opened yet?

Cycles open automatically overnight on their start date. If today is the start date, it opens just after midnight — not the instant the date arrives.

Can I close a cycle early?

Not as a manager or admin, day to day. Cycles close automatically once every review inside them is submitted and the end date has passed — there's no manual "close now" action for a company account.

Why is a cycle stuck open past its end date?

Something in it isn't finished — usually an unsubmitted feedback, an unsubmitted review, or feedback still waiting on a manager's approval. The cycle's manager gets a notification naming exactly what's blocking it.

Why can't I submit the review I'm compiling?

A review can only be submitted once every reviewer's feedback is in — submitted and, if your cycle requires it, approved. You can start compiling (and save drafts) once at least half of it is in. The compile page's Outstanding feedback panel shows what's missing and who it's waiting on. If you're the approver, approve it right there; otherwise use Nudge to remind the reviewer or approver.

What does "Nudged by…" on one of my requests mean?

The manager compiling that person's review is waiting on you — either to finish your feedback, or to approve someone else's. Nudged requests move to the front of your list, and the tag goes away as soon as you submit or approve.

Will Continuity create cycles without me?

Only on Full Auto, and only for suggestions drafted on schedule: those start on their own three days after they appear unless someone dismisses them, and the manager is emailed when they're ready. Anything a manager asked for waits for them. A company admin can turn the autopilot off on the Subscription page. On every other plan, nothing is created until a manager accepts it. If the autopilot can't start one (say the concurrent-cycle limit is reached), it stays waiting with the reason shown, and doesn't retry by itself.

Can I try one follow-up without subscribing to Continuity?

Yes, on Light and above. Open a closed cycle, look at the quote for its follow-up and ask for it; a company admin then buys it, or requests the full add-on instead. It's priced per person followed up, and you're billed only for the people the draft actually includes.

What do reviewers see in a follow-up cycle?

The normal feedback form plus a "Follow-up focus" step per focus point: a question and a Yes / Partly / No / Worse / Can't say choice, with an optional comment. They never see the improvement point itself. Their answers are what show whether the point was resolved.

Do Continuity cycles count toward my concurrent-cycle limit?

Yes. An accepted follow-up is an ordinary review cycle. When your plan is already at its limit, Continuity pushes the suggested start back until a slot frees up and says so; adding a concurrent slot to the plan lets it run sooner. A follow-up that joins an already-scheduled cycle doesn't use an extra slot.

Who can see the feedback I write about a colleague?

Just you and your company's admins — not the person you reviewed, and not automatically their manager either. What that person and their manager eventually see is the compiled Review, not your raw feedback line by line.

What does Full Auto mean for me as a compiling manager?

At automation level 3, you're not needed to write that particular review — the system compiles it once all the feedback is in. It's assigned to you (or whoever would've compiled it at a lower level) as a "Confirm & submit" request on the compile page, so it still doesn't go out until you give it that one click.

I'm an Employee — can I do more than answer reviews about myself?

Yes: if you're assigned as a reviewer for a colleague, you give feedback on them too, the same as anyone else. Reviewing someone isn't limited by role.

Where exactly are LLM models used, and what gets sent?

In nine specific places, all listed in section 06. Text is sent to Anthropic's Claude (summaries, ratings, points, themes, follow-up wording) and, for grouping similar points, Voyage (point wording only, with names removed). Under Anthropic's commercial API terms, what's sent to Claude is not used to train their models. Voyage's default terms allow training on what it receives; review.center has opted out of that. review.center doesn't train anything on it either. A Classic cycle sends nothing automatically.

Does system automation make the final call on anything?

Never entirely. At Full Auto the engine uses LLM models to write the review text, and ratings are averaged, from what reviewers already submitted, not inventing an opinion of its own — but even then a manager still has to confirm it with one click before it submits. At every other automation level, a manager reviews and can change anything before it's saved.

Someone on my team is leaving for another review.center company — what happens to their profile?

Nothing, unless they (or their new company) start a transfer request and it's approved by the review.center team — see section 08. If that happens, they lose access to your company once the move completes, and their new employer sees a summary of their rating trend and Improvement Point history, not your company's raw feedback or reviews. Their open work is wound down for you: feedback they still owed is withdrawn, and the reviews, cycles and approvals they held are handed on, mostly to their manager.