Review Periods

A review period sets the ground rules for a cycle: the dates it covers, the rating levels, and the template managers fill in per member. Create one per cycle so every review in your team follows the same structure.

Create a review period

1. Click New Review Period.
2. Fill in:

• Title (for example, H1 2026)
• Date Range

3. Click Create.

Edit or delete a period

• Click Edit Period to update title, dates, rating levels and template for review notes

• Click Delete Period to remove the period and associated member review data.

Team Summary table

For the selected period, EM Kit shows:

• Team members
• Review status
• Rating

Click a row to open the member review when available.