Admins can track the progress of individual reviews created from an automated rule and org chart review.
Automated rule review cycle state groupings
The state groupings refer to each reviewee's review cycle as a whole rather than individual review completions. Group sections include a (+) icon to expand and a (-) icon to collapse the sections.
Draft: Upcoming review cycle that has been set up and needs to be activated.
Pre-launch: Upcoming review cycle that has been activated and is ready to be launched.
Active: Not ended or not closed.
Ended and Completed (if either applies): Review cycle has ended and the review packet has been confirmed by the recipient after being shared.
Ended and Incomplete: Review cycle has been ended and the review packet has not been confirmed by the recipient yet.
Individual statuses
Peer selection
Manager nominates/approves on behalf of reviewee
Upcoming: Phase has not been opened
Not started: Phase is active AND manager has not done anything
Completed: Phase is active AND manager has selected peers
Completed: Phase is closed AND manager has selected peers
Incomplete: Phase is closed AND manager has not done anything
Reviewee nominates and manager approves
Upcoming: Phase has not been opened
Not started: Phase is active and reviewee has not done anything
In progress: Phase is active AND reviewee has submitted nominations for review
In progress: Phase is active AND manager removed all nominations
Completed: Phase is active AND manager has approved nominations
Completed: Phase is active AND manager has approved and/or overridden nominations
Completed: Phase is closed AND all pending nominations are automatically approved
Completed: Phase is active or closed AND admin overrides
Self review
Upcoming: Phase has not been opened
Not started: Phase is open and reviewee has not begun writing
In progress: Phase is open and reviewee has started a draft
Completed: Phase is open and reviewee has submitted
Completed: Phase is closed and reviewee has submitted
Completed: Phase is closed and reviewee draft is auto submitted
Incomplete: Phase is closed and reviewee has not submitted
Peer review
Upcoming: Phase has not been opened
Not started: Phase is open AND no peer reviewers have been submitted
In progress: Phase is open AND any peer reviews have been drafted
Needs attention: Phase is open AND (all peer reviewers have declined OR no peer reviewers were nominated)
Needs attention: Phase is closed AND all peer reviewers have declined
Completed: Phase is open AND all peer reviews have been submitted
Completed: Phase is closed AND all peer reviews have been submitted
Completed: Phase is closed AND some peer reviews have been submitted
Completed: Phase is closed AND any drafted peer reviews are auto-submitted
Upward review
Upcoming: Phase has not been opened
Not started: Phase is open AND reviewee has not started their review
In progress: Phase is open AND reviewee has started a draft
Completed: Phase is open AND reviewee has submitted their review
Completed: Phase is closed AND reviewee draft is auto-submitted
Incomplete: Phase is closed AND reviewee has not submitted their review
Downward review
Upcoming: Phase has not opened
Upcoming: Phase is open BUT managers write downward reviews last
Not started: Phase is open AND manager has not written their review
In progress: Phase is open AND manager has started writing their review
In progress: Phase is closed AND reviews have been reopened post-calibration
Completed: Phase is open AND manager has submitted their review
Completed: Phase is closed AND manager has submitted their review
Incomplete: Phase is closed AND manager has not submitted their review
Sharing
Template only
Not shared: Responses not shared
Shared: Manager or admin has shared
Confirmed: Employee confirms
Summary only
Not shared: Responses not shared
Shared: Manager or admin has shared
Confirmed: Employee confirms
Template + summary
Not shared: Responses not shared
Shared: Manager shares summary and packet
Confirmed: Employee confirms