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Edit the Settings of an Active Org Chart Review Cycle

Hang Tran
  • Updated

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

Before you start

This article walks through editable fields in org chart reviews. To learn how to edit settings in an automated rule, view Editing the Settings for Automated Rules.

Navigate to review cycle settings

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

image of review cycle with an arrow pointing to the Edit review cycle button

Editable fields

Setup

  1. Name
  2. Review directions
    • 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
  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
  4. Upward review
  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

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