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Update Review Summary Writer and Sharer

Change who writes the manager summary and shares the review packet for a reviewee mid-cycle By default, the manager of a reviewee is respo...

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Written by Adam Kroboth

Change who writes the manager summary and shares the review packet for a reviewee mid-cycle

By default, the manager of a reviewee is responsible for sharing the reviewee's review packet and writing a summary. However, admins can change the responsibility owner once a cycle has been launched.

Before you launch

  • If your review cycle includes a summary, the role will be labeled as Summary writer and sharer. If your review cycle does not have a summary, the role will be labeled as Review packet sharer.

  • The new summary writer and review packet sharer will have complete visibility into the review packet of the reviewee.

Change summary writer and sharer

  1. Navigate to Admin > Performance > Reviews.

  2. Select the review cycle.

  3. Within the review cycle, navigate to Reviews > Reviewees.

  4. Find and click on the reviewee to open the context panel.

  5. Next to Summary Writer and Sharer OR Review packet sharer, select Edit.

  6. Select X to remove the current role owner and type in the name of the new owner.

  7. Select Save.

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