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Review Beta Limitations and What's Coming Next

Understand what's available in the beta review system, what features are coming soon, and when to expect them.

Updated this week

Our new review system is launching in beta with core features you need to run most review workflows. This article explains what works now, what's coming next, and how to plan your review cycles around feature availability.

We're releasing features in phases to get them into your hands faster while we continue building. Features added later will work with campaigns you create now β€” you won't need to rebuild anything.

πŸ§ͺ Beta Feature: This review system is currently in beta. We're actively developing new capabilities based on customer feedback.

πŸ’‘ Still using our previous review system? See Classic Reviews documentation if you need features that aren't available in the beta yet.


What works now

The beta version includes everything you need for most review workflows:

Review workflows and campaigns

  • Create unlimited review workflows

  • Save and reuse workflows across multiple campaigns

  • Launch campaigns from workflows or build from scratch

  • Manage multiple active campaigns simultaneously

  • View campaign workflow settings in read-only mode

  • Edit campaign titles and descriptions after launch

  • Go back to draft state before starting a campaign to regenerate reviews

  • Campaign statistics showing review progress by status and step

Three modular steps

  • Feedback step β€” Collect responses from any number of participants using questionnaires

  • Review meeting step β€” Conduct meetings with preparation phase (optional)

  • Signature step β€” Have participants acknowledge and sign completed reviews

Participant management

  • Add participants by role (manager, peers, direct reports) or select specific people

  • Set different participants for each step of the review

  • Add or remove reviewees from active campaigns

  • Change managers or participants during campaigns

  • Add new reviewees to active campaigns

  • Manage review viewers directly from the review page

  • Manage review supervisors directly from the review page

Visibility and permissions

  • Control what each participant sees at every step

  • Set review supervisors (HR, managers, or specific users)

  • Assign review viewers for read-only access

  • Prevent feedback givers from seeing each other's responses

Questionnaires

  • Use any questionnaire from your question templates

  • No more distinction between one-on-one and 360 question types

  • Assign different questionnaires for feedback and meeting steps

Campaign management

  • Campaign statistics dashboard showing progress by status (not started, open, in progress, completed, cancelled) and by step with completion percentages

  • Move campaigns through steps even if not everyone has completed

  • Complete or cancel reviews β€” two ways to mark reviews as done

  • Reopen reviews and go back to previous steps to make corrections


What's coming soon

We're actively building these features and will release them over the coming months:

Modular questions (goals, skills, training)

What it does: Include goal reviews, skill assessments, and training-related questions directly in your review questionnaires.

Why it matters: Many teams want to review goals alongside performance feedback, or assess skills as part of the review process. This integrates those elements into one workflow.

Current workaround: You can select questionnaires that contain these question types, but the modular questions will be skipped. Use standard text and multiple-choice questions instead, or handle goals and skills separately for now.

Nominations workflow

What it does: Let employees nominate who should give them feedback, then let managers or HR approve those nominations.

Why it matters: For 360 reviews, employees often know best who they collaborate with most. Nominations give them input while keeping final approval with managers.

Current workaround: Manually ask employees who they'd like feedback from, then add those people as feedback givers when setting up the campaign or during the review.

Advanced reminders

What it does: Create custom reminder messages for each step.

Why it matters: Makes it possible to remind employees to finish their tasks.

Current workaround: Send manual reminder through your internal tools.

Detailed reports and data exports

What it does: Export review data to Excel and generate detailed content reports for analysis across all reviews in a campaign.

Why it matters: While campaign statistics now show completion rates and progress by status and step, you can't yet export data or analyze response trends across reviews (like common themes in feedback or rating distributions).

Current workaround: Use campaign statistics for progress tracking. To analyze review content, open individual reviews and manually compile the information.


Backward compatibility

Features we add later will work with campaigns you create now. Here's what that means:

For active campaigns: When new features launch, they'll become available for ongoing campaigns where it makes sense. For example, when we release advanced reminders, you'll be able to use them for campaigns already in progress.

For completed campaigns: When campaign analytics launch, you'll be able to see data for all reviews β€” including ones you've already finished. Historical data will be available.

For workflows: Workflows you create now will gain new capabilities automatically. When nominations launch, for example, you'll see a nominations option in your existing workflows. You can turn it on or leave it off.

You won't need to rebuild anything. We're designing each feature to integrate seamlessly with what you've already set up.


Planning your review cycles

Use this guidance to decide when to adopt the new review system:

Start using it now if:

  • Your reviews start in March 2026 or later
    You'll have time to test the system and learn it before your review cycle. Most coming-soon features will be available by then.

  • You're running internal pilots or testing
    Beta is perfect for HR teams testing new workflows internally before rolling them out company-wide.

  • You don't need modular questions or analytics yet
    If your review questionnaires use standard question types and you can track completion manually, you have everything you need.

  • You're creating new review types
    Want to start 90-day check-ins or manager feedback sessions? The beta works great for new processes that don't need all the advanced features yet.

Wait a few months if:

  • Your annual reviews launch in December 2025 or early January 2026
    You'll be launching during beta with limited time to learn the system. Consider using classic reviews for this cycle and switching to the new system for your next review period.

  • You need goals, skills, or training questions
    Wait until January 2026 when modular questions become available. The workaround (using only standard questions) might not fit your process.

  • You require detailed data exports for reporting
    Campaign statistics are now available for tracking completion rates and progress. If you need to export data to Excel or generate detailed content reports, wait until those features launch.

  • You want fully automated reminders
    If sending manual reminders for 50+ participants sounds overwhelming, wait until February 2026 for advanced automated reminders.

πŸ’‘ Tip: Many teams use a hybrid approach β€” running their big annual review cycle with classic reviews while testing the new system for smaller, experimental review types.


How to test without risk

The safest way to learn the new system is with a small pilot:

  1. Create a test workflow β€” Build a simple workflow with just the meeting step to start

  2. Launch with 3-5 employees β€” Choose volunteers who won't mind if something doesn't work perfectly

  3. Run the full process β€” Have them complete their reviews from start to finish

  4. Gather feedback β€” Ask what felt intuitive and what was confusing

  5. Iterate your workflow β€” Adjust the workflow based on what you learned

This approach lets you discover how the system works in practice before rolling it out to your entire company.


Getting help during beta

We're actively improving the new review system based on customer feedback. If you run into issues or have suggestions:

  • Contact support if something isn't working as expected

  • Check back regularly β€” we're updating documentation as new features launch


Examples

Here's how different teams are planning their transition:

  • SaaS company with Q4 annual reviews: They're sticking with classic reviews for their December 2025 annual review cycle because they need the reliability and don't have time to learn a new system. They'll pilot the new system in January with their 90-day new hire check-ins, then switch their annual reviews over next year.

  • Nonprofit with March annual reviews: They're starting now. They created workflows in November, tested with their leadership team in December, and they'll launch their full annual review cycle in March with plenty of time to work through any issues.

  • Tech startup doing quarterly check-ins: They switched immediately. Their quarterly check-ins are simple (just manager-employee meetings with a summary), so they didn't need any coming-soon features. They'll add more sophisticated workflows later as features launch.


Frequently asked questions

Will my campaigns break when new features launch?

No. New features integrate with existing campaigns. We design each release to work seamlessly with what you've already built.

Can I use classic reviews and the new system at the same time?

Yes. Both systems work independently. Many teams run their big annual reviews with classic reviews while piloting the new system for other review types.

What happens if I need a feature that's not available yet?

You have two options: wait until the feature launches, or find a workaround. This article lists workarounds for each coming-soon feature. You can also use classic reviews for processes that need features we haven't built yet.

How do I know when new features launch?

We'll announce new features through in-app notifications and update this article. Check back regularly for the latest timeline updates.


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