Performance management
Performance review cycles
Autessa Homebase includes performance review software: HR builds a review cycle in four steps, then self-reviews, manager reviews, peer feedback and upward feedback are written against a template with a labeled rating scale. It is 360 feedback that runs from launch through calibration to release and acknowledgment.
- Self, manager, peer and upward reviews
- Anonymous peer feedback, visible to HR only
- Autosaved drafts with goals and feedback alongside
- A progress board with one-click reminders
The problem
Review season should not mean chasing forms in email
Spreadsheets and document templates make reviews slow to run, hard to follow and impossible to compare. Homebase runs each cycle as one flow: everyone knows what to write and by when, managers see the evidence, and HR sees who is behind and can nudge them in one click.
How it works
How performance review cycles works in Homebase
Build the cycle
One page, four numbered steps: name and template; who is in, with a live preview; the dates; then save as a draft or launch.
Launch
Everyone gets an email for each review they need to write. Peers are picked for each person and asked for feedback.
Write
Answers save as a draft as you type. The person’s goals and feedback sit alongside as evidence. Submit when done.
Manager sums up
The manager reads the self-review and peer feedback, then writes the summary, overall rating and promotion readiness.
Release and acknowledge
HR calibrates if needed, then releases. The person reads their review and adds a comment to acknowledge it.
Options and settings
Every option, in plain words
| Option | What it does |
|---|---|
| Template | Sections of rating, text and choice questions, each answered by self, manager, peer or upward reviewers. |
| Rating scale | A plain label and description per level, used for rating questions and the overall rating. |
| Who is in | Filter by department, location, people, employment type and start date. Pre-hires and leavers are never included. |
| Peers each person picks | How many peers to ask for feedback. |
| Anonymous peer feedback | Only HR sees who wrote what. |
| Dates | Period, self-reviews due, peer feedback due, manager reviews due, calibration by (optional), release on. |
| Reminders | Sent 3 days and 1 day before each due date, on the day, and after. |
| Promotion readiness | Not yet, Soon (6 to 12 months) or Ready now, set by the manager. |
| Review states | Not started, In progress, In calibration, Ready to release, Released, Acknowledged, Cancelled. |
| Cycle actions | Send reminders, add people who joined since, move to calibration, release finished reviews, close. |
Permissions
Who can do what
✦ AI assist
How the assistant helps
Each review has an optional “Draft with the assistant” button that drafts answers from the person’s goals and feedback. It only runs when you click, and the answer is marked as drafted with the assistant.
It acts with your own access, and anything important waits for you to press Confirm.
About the HR assistant →FAQ
Questions about performance review cycles
Does Autessa Homebase do 360 reviews?
Yes. A cycle can include self-reviews, manager reviews, peer feedback and upward feedback, all against one template.
Can peer feedback be anonymous?
Yes. With anonymous peer feedback on, the person and their manager do not see who wrote it; only HR can.
When does an employee see their review?
Once HR releases it. They read it and add a comment to acknowledge it.
Can I add people who join mid-cycle?
Yes. A running cycle has “Add people who joined since”.
How are reminders sent?
Automatically: 3 days and 1 day before each due date, on the day, and after. HR can also send reminders in one click.
100% customizable, code and all
Make Autessa Homebase fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours