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 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 > Reviews > Performance reviews.
2. Click to enter 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, click Edit.
6. Click X to remove the current role owner and type in the name of the new owner.
7. Click Save.