Super admins and managers are able to download the PDF review packets for an individual across multiple review cycles, and admins will be able to download all review packets within a single cycle. The review packets will be downloaded into a zip file.
Download an Individual's PDF Packet
As a Manager:
- Navigate to My Team > Select the employee.
- On their profile, select the Reviews tab.
- Select Download PDF.
- Choose the desired grouping of the review packet responses:
- Group by reviewer and question: Show a reviewer and a question section
- Group by reviewer: Show a reviewer section with their responses to each question
- Group by question: Show a question section with responses from each reviewer
- Choose the desired review packet version:
- [Reviewee's] version: This version contains only the responses that are visble to the reviewee once the packet is shared.
- Manager version: This version contains the responses visible to the reviewee's manager, which may include responses the reviewee does not have visibility to.
- Select Download all packets.
As an Admin:
- Navigate to your company name > Employee Directory.
- Search for and select the employee.
- On their profile, select the Reviews tab.
- Select Download PDF.
- Choose the desired grouping of the review packet responses:
- Group by reviewer and question: Show a reviewer and a question section
- Group by reviewer: Show a reviewer section with their responses to each question
- Group by question: Show a question section with responses from each reviewer
- Choose the desired review packet version:
- [Reviewee's] version: This version contains only the responses that are visble to the reviewee once the packet is shared.
- Manager version: This version contains the responses visible to the reviewee's manager, which may include responses the reviewee does not have visibility to.
- Select Download all packets.
Download all PDF Review Packets for a Review Cycle
As a Manager (downloads all PDF packets for the team):
- Navigate to Performance > Performance Reviews.
- Next to the cycle you would like to access, select Finalize Packets.
- Under Review Packets > Share Packets, select Download PDFs.
- Choose the desired grouping of the review packet responses:
- Group by reviewer and question: Show a reviewer and a question section
- Group by reviewer: Show a reviewer section with their responses to each question
- Group by question: Show a question section with responses from each reviewer
- Choose the desired review packet version:
- [Reviewee's] version: This version contains only the responses that are visble to the reviewee once the packet is shared.
- Manager version: This version contains the responses visible to the reviewee's manager, which may include responses the reviewee does not have visibility to.
- Select Download all packets.
As an Admin:
- Navigate to Admin > Performance > Reviews.
- Select the review cycle.
- Select Share > Download > Download PDF.
- Choose the desired grouping of the review packet responses:
- Group by reviewer and question: Show a reviewer and a question section
- Group by reviewer: Show a reviewer section with their responses to each question
- Group by question: Show a question section with responses from each reviewer
- Choose the desired review packet version:
- [Reviewee's] version: This version contains only the responses that are visble to the reviewee once the packet is shared.
- Manager version: This version contains the responses visible to the reviewee's manager, which may include responses the reviewee does not have visibility to.
- Select Download all packets.