Admins have full visibility to review packets as the review cycle progress. Learn how to download a review packet below.
Note: Managers can download review packets for their direct reports via the steps in How to Download a Direct Report's Review Packet.
- Navigate to Admin > Reviews > Performance reviews.
- Enter the desired review cycle.
- If the review cycle is active:
- Navigate to Reviews > Reviewees and click on the desired reviewee.
- A context panel will appear –– Click View current review packet.
- If the review cycle is ended:
- Navigate to Share and click on the desired reviewee.
- A context panel will appear –– Click View current review packet.
- 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 of the review packet contain only responses that are visible to the reviewee once the packet is shared
- Manager version: This version of the review packet contains responses that are visible to the reviewee's manager, which may include responses the reviewee does not have visibility into
- Select Download.
- A PDF version of the packet will open in a separate tab –– Download the PDF via the Download arrow button.
