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Performance Management: Assigning Reviewees and Reviewers

Written by Kaylee Welling
Updated today

Now that the Review Cycle is created and your users are added, you can assign the Reviewees and Reviewers.

Adding Reviewees:

  1. Click on the Reviewees tab from within the review cycle:

  2. Click "Add Reviewees"

  3. 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:

  4. Click Next, select the relevant forms, and save

Adding Reviewers:

  1. Click on the Reviewers tab and select "Add Reviewers"

  2. 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

Editing Reviewee Assignments

Select the Reviewee(s), then click "Actions" to:

  • Export Table (.csv)

  • Export Table (PDF)

  • Assign Reviewers

  • Assign Evaluation Forms

  • Release evaluations

  • Recall Released Evaluations

  • Remove Reviewees

To assign reviewers, click "Assign Reviewers" then select the relevant reviewer(s) and save:

To assign evaluation forms, select "Assign Evaluation Forms" to make your selection, and assign:

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

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