One of the things Flo's clients tell us they appreciate most is that product improvements come quickly and build on each other. This release adds meaningful depth to Flo Performance Management's review cycle setup: admins can now control exactly which profile fields, custom fields, and documents appear on the reviewee slideout for each review cycle, and which fields print on each PDF template.
Until now, the reviewee slideout showed a fixed set of fields, and profile documents were visible to admins only. Firms that wanted reviewers to have access to context like a development plan, prior year's review, or current billable hours worked around the limitation by emailing files outside of Flo. The right context also varies by cycle: a partner review, an associate review, and a staff review at the same firm involve different roles, different benchmarks, and different supporting materials.
Admins now control reviewer visibility as part of review cycle setup, in a new Additional Settings: Reviewer Visibility. Settings are configured separately for reviewers and consensus reviewers, and they apply per cycle rather than firm-wide.
Data Fields is a required selection. Admins choose from standard profile fields (Job Title, Level, Practice Area, Start Date, Managers, Mentors, and others) as well as any custom fields the firm has set up. Fields appear on the slideout in the order they are selected. New cycles start with five defaults: Email, Job Title, Department, Practice Area, and Office Location.
Documents is optional. Admins select which document types to share with reviewers, grouped by tag (such as Evaluations or Supporting Documents). Every document of a selected type on a reviewee's profile is shared with that reviewee's assigned reviewers while the stage is open. Leaving this empty shares nothing, which preserves the previous behavior. Documents are shared through the cycle, not the document itself, so access ends when the stage closes.
PDF Templates now include an Employee Data block in Template Settings, replacing the previous single toggle. Admins choose which fields print at the start of each section, using the same field options as Step 3. Existing templates continue to print the fields they printed before until they are edited and saved.
The slideout itself has a new layout as well. Every section is collapsible and open by default, in this order: Employee Details, Self Evaluations, Reviewers, Documents, and Matters. Reviewers can open any shared document in a new read-only tab directly from the slideout.
Reviewers write better evaluations when the information they need is in front of them while they write. Making that context configurable per cycle means firms are no longer choosing between one fixed view that works for some cycles and not others. A partner cycle can surface different fields and documents than an associate cycle, without any workaround.
For Professional Development and HR teams, this also brings document sharing into the review workflow itself, so the process stays inside Flo rather than splitting across email and other systems. Existing review cycles were automatically set up with the fields reviewers already saw, so nothing changes mid-cycle for anyone currently in progress.
Configuring what reviewers see is now as intentional as configuring the forms they fill out. If you have thoughts on other ways to give reviewers better context during a cycle, keep sharing them with us. This kind of improvement comes directly from working through the details with our clients.
Want to see our latest updates in action? Book a demo and we'll walk you through them.