Admins can track the progress of individual reviews created from an automated rule and org chart review.
Automated rule review cycle state groupings
The state groupings refer to each reviewee's review cycle as a whole rather than individual review completions. Group sections include a (+) icon to expand and a (-) icon to collapse the sections.
- Draft: Upcoming review cycle that has been set up and needs to be activated.
- Pre-launch: Upcoming review cycle that has been activated and is ready to be launched.
- Active: Not ended or not closed.
- Ended and Completed (if either applies): Review cycle has ended and the review packet has been confirmed by the recipient after being shared.
- Ended and Incomplete: Review cycle has been ended and the review packet has not been confirmed by the recipient yet.
Individual statuses
Peer selection
Manager nominates/approves on behalf of reviewee
- Upcoming: Phase has not been opened
- Not started: Phase is active AND manager has not done anything
- Completed: Phase is active AND manager has selected peers
- Completed: Phase is closed AND manager has selected peers
- Incomplete: Phase is closed AND manager has not done anything
Reviewee nominates and manager approves
- Upcoming: Phase has not been opened
- Not started: Phase is active and reviewee has not done anything
- In progress: Phase is active AND reviewee has submitted nominations for review
- In progress: Phase is active AND manager removed all nominations
- Completed: Phase is active AND manager has approved nominations
- Completed: Phase is active AND manager has approved and/or overridden nominations
- Completed: Phase is closed AND all pending nominations are automatically approved
- Completed: Phase is active or closed AND admin overrides
Self review
- Upcoming: Phase has not been opened
- Not started: Phase is open and reviewee has not begun writing
- In progress: Phase is open and reviewee has started a draft
- Completed: Phase is open and reviewee has submitted
- Completed: Phase is closed and reviewee has submitted
- Completed: Phase is closed and reviewee draft is auto submitted
- Incomplete: Phase is closed and reviewee has not submitted
Peer review
- Upcoming: Phase has not been opened
- Not started: Phase is open AND no peer reviewers have been submitted
- In progress: Phase is open AND any peer reviews have been drafted
- Needs attention: Phase is open AND (all peer reviewers have declined OR no peer reviewers were nominated)
- Needs attention: Phase is closed AND all peer reviewers have declined
- Completed: Phase is open AND all peer reviews have been submitted
- Completed: Phase is closed AND all peer reviews have been submitted
- Completed: Phase is closed AND some peer reviews have been submitted
- Completed: Phase is closed AND any drafted peer reviews are auto-submitted
Upward review
- Upcoming: Phase has not been opened
- Not started: Phase is open AND reviewee has not started their review
- In progress: Phase is open AND reviewee has started a draft
- Completed: Phase is open AND reviewee has submitted their review
- Completed: Phase is closed AND reviewee draft is auto-submitted
- Incomplete: Phase is closed AND reviewee has not submitted their review
Downward review
- Upcoming: Phase has not opened
- Upcoming: Phase is open BUT managers write downward reviews last
- Not started: Phase is open AND manager has not written their review
- In progress: Phase is open AND manager has started writing their review
- In progress: Phase is closed AND reviews have been reopened post-calibration
- Completed: Phase is open AND manager has submitted their review
- Completed: Phase is closed AND manager has submitted their review
- Incomplete: Phase is closed AND manager has not submitted their review
Sharing
Template only
- Not shared: Responses not shared
- Shared: Manager or admin has shared
- Confirmed: Employee confirms
Summary only
- Not shared: Responses not shared
- Shared: Manager or admin has shared
- Confirmed: Employee confirms
Template + summary
- Not shared: Responses not shared
- Shared: Manager shares summary and packet
- Confirmed: Employee confirms