What should I do if a user gets a new default manager mid-way through completing a review?
Updating a user's default manager on the People tab won't affect any reviews already in progress, only those going forward.
Before updating the reviewer to the new default manager, you'll need to check if the previous manager has added any comments to the review.
Click on the Administration Centre and then select the Reviews tab.
Click on the 'Filter' button to find the review.
Click 'Edit' next to the review in question. The responses field on the pop-up will tell you if the manager has added any comments. If this says 0, you can go ahead and change the reviewer on the review to the new manager.
Alternatively, if the existing manager has already added some responses for the review, you have a couple of options:
The previous manager has left their comments in draft...
If the existing manager has some responses in draft and the line manager is updated, these responses will be hidden and cannot be submitted. If you'd like them to be visible, 'view as' the previous manager and share their responses before you proceed with the options below. Make sure you have their permission before doing this.
The previous manager has submitted their comments...
We advise that you close down these reviews and set-up new ones for the new manager and their team if the previous manager comments need to solely be in read-only format.
Alternatively, if it's necessary for the new manager to add comments on these specific reviews, you can use our second manager feature to add them both onto the review. You can make the previous manager the second manager and the new manager the primary manager so that they can close the review. Changing someone from a primary to secondary manager will not affect the visibility of their comments because they are both treated as managers on the review and can answer the same questions.
What should I do if I realise a review has been created using the wrong form but people have already started adding comments?
Before updating the form being used for an in progress review, you'll need to check if anyone has already added any comments to the review.
Click on the Administration Centre and then select the Reviews tab.
Click on the 'Filter' button to find the review.
Click 'Edit' next to the review in question. The responses field on the pop-up will tell you if anyone has added any comments. If this says 0, you can go ahead and change the form.
If comments have already been added, you cannot update the form being used for this review. You can either let the review carry on being completed using the form it was created with or you can close it and create a new review with the correct form, asking people to copy across their responses if needed.
Tip: If you accidentally edit the form being used and the comments disappear, they haven't been deleted and can be brought back by changing the form back to the original one.
How can I view the activity log for a review?
Click on the Administration Centre and then select the Reviews tab.
Click on the 'Filter' button to find the review.
Click 'Edit' next to the review in question.
Click 'View activity log for this review'.
How should I prepare for launching a new round of reviews?
Update your people list (inc. their default forms if you use this feature)
Close overdue objectives
What's the difference between default supervisors and review supervisors?
Each user can be assigned a default manager, a default second manager and a default sign-off (default supervisors) - these are shown in the Administration Centre > People tab.
Each review can be assigned a reviewer, a second manager and a sign-off (review supervisors) - these are shown in the Administration Centre > Reviews tab. They're usually the same as the default supervisors, but they do not have to be.
If reviews are created automatically, the review supervisors will be the same as the default supervisors at the time of creation.
If you update a default supervisor, any in-progress reviews for the user will retain their original review supervisors (unless you update separately).
Info: There is an account setting that controls whether default supervisors have visibility over their direct reports' reviews conducted by different review supervisors.
How are objectives and continuous feedback pulled into reviews?
When you create your form in Form Design you can choose to add sections for objectives and continuous feedback which you can configure to suit your organisation's process. For example, you can decide what date range of objectives and continuous feedback you would like to show.
Objectives can be accessed from the Objectives tab at any point regardless of whether the employee has a review in progress. They can add more, update the status on current ones, add a progress update or mark them as finished from this tab. This activity will then be shown in their review if you configure the form to pull in these objectives. Please see the help page on how to add an objectives section to your review form.
You can also choose to pull in the employee's recent continuous feedback and recognition into a review by selecting the "Feedback stream" question type in the form.