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Approve or Decline Reopen Reviews Requests

Dianmarie
  • Updated

Admins and review custom role owners can manage and approve reviewer requests to reopen their submitted reviews in active cycles. 

Before you start

  • Admins will receive reopen request notifications for automated and project-based reviews, but not org chart review cycles. 
  • If an admin chooses to end a review cycle while there are still pending reopen requests, all requests will be denied by default.
  • An audit log will track all reopen requests and actions that the admin takes in approving or denying the requests.

Manage reopen review requests

  1. Navigate to Admin > Reviews > Performance reviews. 
  2. Select to enter the review cycle.
  3. Navigate to the Reviews section. 
  4. Enter the Reopen requests tab. 

Requests along with the reason why they were requested are listed within the table. Requests can be managed individually or in bulk.

Approve request

  1. Approve review request
    • Individually: Reopen reviews on an individual basis by clicking Reopen within the request row.
    • In bulk: Select multiple reopen requests using the checkbox and clicking Reopen selected or reopen all by clicking Reopen all.

Once a request is approved, the reviewer and their manager will receive a notification notifying them. Learn more in Review Cycle Email Notifications.

Decline request

    1. Decline review request
      • Individually: Decline reviews on an individual basis by clicking Decline within the request row.
      • In bulk: Select multiple reopen requests using the checkbox and clicking Decline selected or reopen all by clicking Decline all.
    2. A confirmation modal will appear —— Optionally, add the reason their request was denied. This will be visible to the requestor. 
    3. Click Decline request. 

Once a request is denied, the reviewer will receive a notification notifying them. Learn more in Review Cycle Email Notifications.

Manager or peer view

When a review is reopened, and if peers and managers have visibility into submitted reviews during the cycle, a badge stating This review is being edited and may change will be placed on the review card within the context panel.

Once the review is resubmitted, the badge will state This review has been edited and resubmitted.

An example review cycle for direct report Jonathan Castro. The reviews context panel is open to the reviews tool. Within the self review card, the badge is highlighted by an arrow.

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