When setting up a Review Cycle, you will have the option to choose how you want the managers to review their direct reports.
Downward review options
In the Review directions section of your Review Cycle setup, you will see a section for Downward Feedback. This is where you can determine what the managers will do in the Review Cycle.
From here, you have three options:
- Manager only writes a summary - Managers get the opportunity to read through all the reviews written from and/or about their direct reports and provide final summary remarks before sharing the review packet with their direct report. The manager's summary remarks will only be available to complete after the review cycle has ended.
- Manager only fills out a review template - Managers will fill out a specific review template. They will still review all the reviews written from and/or about their direct reports before sharing the review packet with their direct report. They will not have the ability to write any further summary remarks before sharing the packet.
- Manager fills out a review template and then writes a summary - Managers fill out a review template during the review cycle and get the opportunity to write any final summary remarks before sharing the review packet with their direct report.
To understand what the post-review process will look like when including manager summaries, please Post Review Process with Summary Remarks.
For best practices around manager summaries, please Best Practices for Manager Summaries.
As a quick reminder, here is what the summary remarks section looks like for a manager: