Only an admin or manager can publish or close surveys, or view survey reports.

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Overview of Peer Review

Traditional skill proficiency systems are too subjective and limited. The new approach separates a skill into Domains(Skills) and Action tags, making it particularly effective for non-technical skills that are action-oriented.

Action Tagging

In Peer Review, action tagging by others functions as endorsements.

Report

From this endorsements and the attributes that exist in each Action tag, the depth and versatility of the Participant’s skills are calculated, which can ultimately be utilized for team analytics as reports.

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Creating ~ Publishing a Survey

Select the Peer Review tab from Skills Hub in the upper left of the dashboard. (Self Review should be selected by default.)

Select the leftmost card to begin creating a Peer-review Survey.

Upload your Survey. Templates can also be downloaded from the UI. The upload file must be a CSV or a single-sheet .xlsx file. If you find it difficult to create skill templates, our best practices might be helpful. The key to Peer Review is not to review a large number of skills, but to conduct surveys with a focus on skills that are essential for strategy execution (That’s should be Team Requirements).

Enter the name of participants. Be careful not to let the member count get too large here as well.

If you forgot to add any reviewees, don’t worry. You can include them in the survey later.

If no errors occur during upload, Creating is “Done!” The created Survey should be listed with Draft status.

When you click on the created Survey, you can verify that the loaded template has been mapped correctly. Let’s check if the Survey has the expected structure. Above the description, you’ll find the Action tags. This enables the new skill measurement system to function.

Once you’ve confirmed everything, click Publish in the top left, check the confirmation screen, and click Publish again to make your Peer-review Survey available for all users in the workspace to respond.

Once published, the survey will appear on every membe’s home dashboard until it’s completed, skipped or closed.

The published Survey will change to “Live” status.

Your review requests should appear on the Peer Review participants’ dashboards as shown below.

Checking a Response Status

You can check response status sequentially from the Response tab.

Editting Published Survey

If there are any reviewees you’d like to add, you can include them in the survey via Participants tab > Add.

The following actions can be taken from the ellipsis.

  • Rename a Survey

  • Exporting Framework(Template)

  • Delete a Survey

    This operation cannot be undone.

Share your Survey

You can invite coworkers through Share to review responses together. Shared users will be able to view the responses and report.

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Closing a Survey

When you have received sufficient responses, or when you want to publish an updated new Survey, you should close the current Survey. End the Survey by clicking Close in the top left of the selected Survey. Unlike Self Review, you must close the Survey to view the results report in Peer Review.

This operation cannot be undone.

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Team Analytics via Report

The Report tab becomes activated for closed surveys.

This dynamic chart is designed to enable deep understanding of the survey results through just clicking on each bar and scatter plot. Data can be drilled down in a Z-pattern sequence.

  1. % of Skill Holders Per Category - Select a category to display in next
  2. % of Skill Holders Per Skill - Select a Skill to display in next
  3. Skill Holder Distribution - Select a skill holder to display in next (The blue plot is selected participant.)
  4. Skill Holder Details

Figures 1, 2, and 3 are for understanding peer characteristics and developing strategy. You can establish general directions without time-consuming analysis, such as leveraging team strengths for major initiatives, strengthening versatility to reinforce core business foundations, or planning to acquire missing capabilities of new challenges.

Figure 4 breaks down the metrics from Figure 3 at an individual level. You can gain deep insights into members’ character, expertise, and work preferences. These deep insights into team members help you show them promising career paths and make enjoyable work assignments, which ultimately leads to increased engagement with both the team and work. Of course, This directly impacts team performance.

Zipteam has two metrics to visualize this:

  • Proficiency Level: A score that indicates how rare and difficult jobs one can handle, calculated from the difficulty attributes of Action tags.
  • Versatility Score: A score that shows how broad a range of jobs one can handle, calculated from the number of tags.

Action tags record who reported them. It is designed to make it immediately apparent even when endorsements from non-experts are included accidentaly.

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How to Respond a Survey?

Please refer to this guide for instructions on how to respond to the Survey.