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Share Review Packets as an Admin

Once the review has been ended for a reviewee, admins can share review packets with reviewees on behalf of a manager, either individually or all at once.

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Written by Adam Kroboth

Before you start

  • Managers can view their direct reports' review packet whether or not it has been shared. Learn more in How to View Your Direct Reports' Reviews.

  • When an admin shares a review packet, what the reviewee will see is determined by the Deliverables settings of the review cycle.

  • There is no difference in what employees receive when an admin shares or when 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 it will share packets to every reviewee in the cycle. It is not possible to select specific reviewees and bulk share packets.

Share an individual reviewees' review packet

  1. Navigate to the Admin > Performance > Reviews page and select the desired review cycle

  2. Select the employee you want to share with from the Reviewees list

  3. Select View current review packet

  4. Use the Share with [Name] button on the next page

  5. Confirm with Share button.

Share all reviewees' packets at once

Note: When you share all reviews this will close any open reviews.

  1. Navigate to the Admin > Performance > Reviews page and select the desired review cycle.

  2. Select Share all reviews in the Share stage of the review process

  3. Confirm with Share all reviews button

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