Need to make changes to the Review Cycle's settings? Click the three dots in the upper right corner and click "Edit Review Cycle".

To share the link to the Review Cycle, click "Copy Link to Review Cycle":

To export a PDF of the cycle, first navigate to 'PDF Templates' in the top bar and select 'New Template':

From here, you may customize what you would like to include in the export. For example, which evaluation forms, questions, header, employee data, etc. You may create multiple templates as well. Once you have selected your options, you may click 'Save Template' on the bottom right.

Once saved, it will populate in the list of PDF templates. From here, you may edit or delete the template.

To utilize the template, navigate back to the Reviewee or Reviewer table, select which people you would like to export and click Actions. Under Actions, select 'Export PDF'.

This will open a pop-up to select your template from the drop down and the format of the export:

You may also export the Reviewee and/or the Reviewer table as a .csv.

1) Select those in the table you want to export.

2) Click Actions.

3) Select Export .csv