Admins and review admins are able to override and add Peer Reviewers for an Org Chart Performance Review Cycle via a CSV upload.
Before you start
- Peers can be uploaded via CSV during the Pre-Launch stage and Peer Selection stage of the review cycle. They cannot be uploaded once Review Writing has been launched.
- Once peers have been uploaded by an admin, managers/reviewees cannot submit or approve nominations.
Upload Peers via a CSV
- Navigate to Admin > Performance > Reviews.
- Select the review cycle and navigate to Peer Selection.
- Select Import CSV.
- Select Download CSV template and fill out the necessary fields.
- Upload the file to the Import CSV page either by dragging or selecting the file > Select Import.
Troubleshoot the file upload
If the file upload partially fails or fails completely, confirm that:
- The reviewee/reviewer email matches the email present in their Lattice profile.
- The nominated peer is not already a manager or direct report of the reviewee.