Edit the Settings of an Active Org Chart Review Cycle

Admins can edit most settings of a review cycle that has been published and launched. 

Before you start

• This only applies to the editable fields in org chart reviews. To learn how to edit settings in an automated rule, view Editing the Settings for Automated Rules.
• You cannot add or remove review directions once the cycle has been launched. 

Navigate to review cycle settings

1. Navigate to Admin > Performance > Reviews.
2. Select the desired active review cycle.
3. Select Edit review cycle. 

Editable fields

Setup

1. Name
2. Manager role: If managers are set to complete a review, you can choose one of the following options:
   • Manager only completes a review template
   • Manager completes a review template and then writes a summary

Configuration

1. All templates
   • Edit custom review templates and questions within the active review
   • Swap templates within the active review
2. Downward reviews
   • Edit custom review templates and questions within the active review
   • Swap templates within the active review
   • Manager sequence: Update when managers can submit reviews about their direct reports for the review cycle
   • Review visibility: Update when managers can see submitted reviews about their direct reports
   • Ending the review cycle: Update who should end the review cycle to allow managers to share review packets
   • Deliverables: Update how the downward review will be shared in the reviewee's review packet
3. Self review
   • Edit custom review templates and questions within the active review
   • Swap templates within the active review
4. Upward review
   • Edit custom review templates and questions within the active review
   • Swap templates within the active review
   • Deliverables: Update how the upward review will be shared in the reviewee's review packet
5. Peer review
   • Edit custom review templates and questions within the active review
   • Swap templates within the active review
   • Update the limit number of peer nominations reviewees can request
   • Update whether reviewers can decline peer nominations
   • Update whether to share the reviewee's self review with their reviewers
   • Deliverables: Update how the peer review will be shared in the reviewee's review packet

Scores

1. Calibration: Toggle calibration on or off
2. Weighted score: Toggle weighted scores on or off