Admins have full visibility to review packets as the review cycle progresses. Learn how to download a review packet below.
Note: Managers can download review packets for their direct reports via the steps in How to Download a Direct Report's Review Packet.
Navigate to Admin > Performance > Reviews.
Enter the desired review cycle.
If the review cycle is active:
Navigate to Reviews > Reviewees and click on the desired reviewee.
A context panel will appear –– Click View current review packet.
If the review cycle is ended:
Navigate to Share and click on the desired reviewee.
A context panel will appear –– Click View current review packet.
Select Download PDF.
Choose the desired grouping of the review packet responses:
Group by reviewer and question: Show a reviewer and a question section
Group by reviewer: Show a reviewer section with their responses to each question
Group by question: Show a question section with responses from each reviewer
Choose the desired review packet version:
[Reviewee's] version: This version of the review packet contain only responses that are visible to the reviewee once the packet is shared
Manager version: This version of the review packet contains responses that are visible to the reviewee's manager, which may include responses the reviewee does not have visibility into.
Select the format of the review packet:
Standard
Optimized: Reduced page count with a more compact layout.
Select Download.
A PDF version of the packet will open in a separate tab –– Download the PDF via the Download arrow button.