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 forms, and save.
This feature allows you to assign the self-evaluation, reviewer evaluation, and consensus review forms in a single step.
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.
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
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)"
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