How to edit review form instructions?

Instructions on a review form give clarity and guidance to participants during a review cycle. While you can set these instructions when creating the review cycle, Keka allows you to edit or add more details later—making it easy to keep reviewers aligned with updated expectations.

Steps to edit review form instructions

1. Go to the Performance module.

2. Click on the Reviews tab.

3. Under Reviews, select Review Cycles.

4. Select the relevant cycle under the Active/Upcoming tab.

5. Click the three-dot menu next to View Progress, then choose Edit option to open the review cycle settings.

   

6. In the settings window, go to the Review Form tab.

7. Under the Review Form section, find the Additional Settings section.

8. In the Instruction message for reviewers section:

   • Enter or update the message text for different roles (e.g., Self, Reporting Manager).

9. Click Next to proceed and Save to update your changes.

   

Your new instruction message will now appear in the review form for reviewers, helping them complete the evaluation with better context and clarity.

Next Steps

Need help customising your review process? Visit Review set up in Keka or or fill this form to submit a request.

This is how you can edit the instruction message to a review form.