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Use cycle Insights to move between stages. Use a stage’s Insights tab when you want to focus on that stage.

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Open cycle Insights

1

Open the cycle

Go to Review Cycles and open the cycle.
2

Select Insights

As a cycle admin, open Configure cycle > Insights. Managers with assigned manager reviews can use the cycle’s Insights tab.
3

Choose a stage

Use the stage selector to choose a self, peer, upward, or manager review stage. The manager stage is selected first when one exists.
Each stage has its own questions and results. If the cycle has several stages of the same type, select the stage you want to analyze.

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Open one stage’s Insights

1

Open cycle configuration

Open the cycle and select Configure cycle.
2

Open the review stage

Select the self, peer, upward, or manager review stage you want to analyze.
3

Select Insights

Select the stage’s Insights tab. The results are limited to that stage, so there is no cycle stage selector.
Peer nomination stages do not have question Insights. Open the peer feedback stage to analyze submitted peer answers.

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Filter the employees

Use filters for Group, Job title, Manager, Start date, or Tenure to narrow the reviewees. The participation totals, charts, response details, and text summaries use the selected stage and filters. Filters use the cycle’s saved reviewee list and reporting hierarchy. A later org chart change does not move employees into a different cycle hierarchy. Cycle admins can analyze cycle results. Managers can analyze employees below them in the hierarchy saved for the cycle. They cannot use a filter to include themselves or employees outside that hierarchy.

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Read participation totals

These totals describe participation. To find individual incomplete tasks or send reminders, use Track progress and notifications.

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Read question results

Below the totals, each question has a result card. Select a chart group or response count to examine the available answers. Use Generate summary for eligible text questions, or Generate all to generate missing summaries together. See Charts and text summaries for chart types, response thresholds, and target curves.

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Check results as work continues

Insights is available during and after the cycle. Draft answers do not appear as submitted results. A stage without submissions shows No responses yet. When filters remove all submissions, broaden the filters or choose another stage. Manager results use the latest effective submitted answers, including applied or accepted calibration changes.