Admins can choose what information is shared with employees in a performance review. These settings are located on the Deliverables page when creating a Review Cycle. The options available may differ based on your other review settings.
Before you start
Reviews are not shared with the reviewee until their manager or admin shares the review packet. Once it has been shared, reviewees will always have access to their self review and the manager's summary. However, reviewees will never see answers to private questions.
The Deliverables page allows admins to select whether the reviewee sees downward, upward, and peer reviews when the cycle has ended and the packet is shared.
If the individual does not have a manager, in the case of a CEO, the admin who creates the review will be responsible for sharing the reviews packet with the reviewee.
Note: Regardless of deliverable and question privacy settings, Admins always have visibility into all review cycle deliverables.
Downward reviews
For manager reviews, the deliverables settings options include:
- Share both the manager's review and their summary of reviews written about their direct reports: Both the templated review itself and a summary (if you've chosen for managers to write a summary) will be shared with the direct report.
- Only share the manager's summary of reviews written about their direct reports: Only the manager's summary will be shared with the direct report.
- Only share the manager's reviews written about their direct reports: Only the review itself will be shared with the direct report.
Peer reviews
For peer reviews, the deliverable setting options include:
- Share all feedback with peer reviewers' names attached: All peer feedback with names attached will be shared with the reviewee.
- Share all feedback, but with peers' comments anonymized: All peer feedback will be shared but will not have a name associated with it. While peer feedback is anonymized for the reviewee, the reviewee's manager will be able to see names associated with responses.
- Only share feedback with reviewee's manager: The peer feedback only goes to the employee's manager. Managers will be able to see the names of the reviewers.
- Note: If you use this setting, we recommended that you include summary remarks in the Review Cycle. Managers can then use the summary to share elements of the peer feedback with their direct reports in their own words.
- Only share feedback with reviewee's managers with reviewers' comments anonymized: Peer feedback will only be shared with the reviewee's manager and will not have names associated with it. If this option is chosen as a Deliverable setting, only Admins will have the ability to see the peer reviewers' names.
Upward reviews
For upward reviews, Deliverable setting options include:
- Share all feedback with reviewers' names attached: All feedback with names attached will be shared with the reviewee.
- Share all feedback, but with direct reports' comments anonymized: All upward feedback will be shared but will not have a name associated with it. While upward feedback is anonymized for the reviewee, the reviewee's manager will be able to see names associated with responses.
- Only share feedback with reviewee's manager: Upward feedback only goes to the employee's manager. Managers will be able to see the names of the reviewers.
- Note: If you use this setting, we recommended that you include summary remarks in the Review Cycle. Managers can then use the summary to synthesize and share elements of the downward feedback with their direct reports in their own words.
- Only share feedback with reviewee's managers with reviewers' comments anonymized: Upward feedback will only be shared with the reviewee's manager and will not have names associated with it. If this option is chosen as a Deliverable setting, only Admins will have the ability to see the upward reviewers' names.
Private question warning
Private questions in reviews are only shared with the reviewee's manager and admins. Private questions will always be hidden from reviewees regardless of the Deliverables settings. If a template in the review cycle has private questions, you'll see a banner notification in the Deliverables settings for that review direction.