Now that the Review Cycle is created and your users are added, you can assign the Reviewees and Reviewers.
Adding Reviewees
Click on the Reviewees tab from within the review cycle:
Click "Add Reviewees"
Select one or more individuals:
*If a reviewee is not populating in the list, double check to ensure they are added as a user under the User List:
Click Next, select the relevant form(s), and assign.
This feature allows you to assign the self-evaluation, reviewer evaluation, and consensus review forms in a single step.
From this main page, select the form name such as 'Self Assessment - SS' and the employee list will appear to select those who you want to be assigned this form:
You may also filter to find specific employees for assignment:
Note: Once filtered, you may click 'Select All' in the bottom right hand corner if applicable.
Please note that the reviewer evaluation form must be assigned before reviewers can be added. If you do not assign a reviewer form, the reviewee will not be able to request feedback from others, and other participants will not be able to submit feedback for them without a request.
Additionally, if a consensus review form is not selected, the reviewee will not appear as eligible for consensus reviewer assignment within the Reviewer table
Confirm the assignments on the last page by reviewing the total amount of reviewees assigned to each form and easily viewing their name from the down caret:
Adding Reviewers
Click on the Reviewers tab and select "Add Reviewers"
Select one or more individuals and save. Reviewers do not need to be admins.
*If a reviewer is not populating, double check to ensure they are added as a user under the User List
Assign Consensus Reviewers
This action is performed from the Reviewer table. Click the name of the reviewer you would like to assign a Consensus Reviewee to, then select Actions. From the dropdown menu, choose Assign Consensus Reviewees.
From here, you may assign the Reviewees via the dropdown and click save.
Note: Only Reviewees who were assigned a consensus form will appear in the dropdown.
Editing Reviewee Assignments
Select the Reviewee(s), then click "Actions" to:
Export Table (.csv)
Export Table (PDF)
Assign Reviewers
Manage Evaluation Forms
Release evaluations
Recall Released Evaluations
Remove Reviewees
To assign reviewers, click "Assign Reviewers" then select the relevant reviewer(s) and save:
Editing Reviewers
To remove reviewers, select the Reviewer(s) from the "Reviewers" tab, and under Actions click "Remove Reviewers"
To export the Reviewers table, select the Reviewer(s) from the "Reviewers" tab, and under Actions click "Export Table (.csv)"
To
Editing Assigned Forms
If you want to change the forms that a reviewee was assigned, you may do so from the Reviewee table.
Select the reviewees you want to alter, click 'Actions' and then select 'Manage Evaluations Forms':
From here, the same assignment popup will appear where you may click into the form and de-select the reviewees to remove that form from their assignments:
In the same step, you may click into the correct form and select the new form for them:
The last page will confirm how many new reviewees were assigned/removed from a form as well as their name and email. For example, Marcus Williams was removed from 'Self Assessment - SS' and added to 'Kevin Test':
Click 'Save' and view the new assignments in the Reviewee table or Candidate Slideout:
Lastly, if you try to remove a form from a reviewee that was already completed:
You will see this popup:
Please note: If you delete a completed form, it will not be able to be restored.