Managers can download a direct report's review cycle in active and ended cycles.
Before you start
Direct reports can download their shared review packets following the steps in Download Your Review Packet.
Managers can download review packets in an active and ended review cycle.
Download a review packet
Navigate to Reporting > Reviews.
Next to the desired review cycle, select View progress.
Select the desired reviewee.
Within their web review packet, select the download icon.
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
Your 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 icon.