Before you start
Managers can view their direct reports' review packets and whether or not they have been shared. Learn more in How to View Your Direct Reports' Reviews.
When an admin shares a review packet, what the reviewee sees is determined by the review cycle's Deliverables settings.
There is no difference in what employees receive whether an admin or a manager shares the packet.
Employees receive a notification when their packet is shared with a link to view it.
If the review cycle has summary remarks enabled, managers can still write and share their summary with the reviewee after the packet has been shared.
When an admin shares review packets all at once, packets are sent to every reviewee in the cycle. It is not possible to select specific reviewees and share packets in bulk.
If calibration has been enabled, it's not possible to share review packets until the calibration phase has ended for the entire cycle.
Share an individual reviewee's review packet
Navigate to the Admin > Performance > Reviews page and select the desired review cycle
Select the employee you want to share with from the Reviewees list
Select View current review packet
Use the Share with [Name] button on the next page
Confirm with the Share button.
Share all reviewees' packets at once
Note: When you share all reviews, this will close any open reviews.
Navigate to the Admin > Performance > Reviews page and select the desired review cycle.
Select Share all reviews in the Share stage of the review process
Confirm with the Share all reviews button