To create a People Review campaign, go to the “People Review” section, where you can launch a new campaign using the “+ New Campaign” button by following the steps below:

Campaign Name, Template, and Type

• Choose a campaign name (visible only to HR coordinators and observers)
• Select a campaign template from the ones previously configured
• Optionally, activate a manager preparation phase
  • If enabled, you will also need to define a campaign name that will be visible to managers

Selecting the Population

To add employees to be evaluated, you will need to upload an Excel file:

• If you enabled the manager preparation phase, the file must include:
  • one column with the employee’s email
  • one column with the email of the manager responsible for evaluating that employee
• Without the manager preparation phase, your file should contain only one column with the employee’s email

Assigning Roles

Select from among the Skillup Administrator profiles who should have access to the People Review campaign:

• As Coordinators (they can view and edit data, add/remove employees, and close the campaign)
• As Observers (they can view calibrations and actions, but cannot edit)