Set Review Directions in an Org Chart Review

Org chart reviews use the employee reporting structure to auto-assign self, upward, and manager reviews. A review direction indicates who will write those reviews for the reviewee. Learn more in Create a Review Cycle.

Managers will always complete downward reviews. Depending on the review settings, managers may  write a summary, complete a review template, or both. 

Select review directions

1. Navigate to your review cycle. 
2. Navigate to Setup > Review directions. 
3. Under Downward reviews, choose whether managers only write a summary, only complete a review template, or complete both a review template and summary. Learn more in Downward Review Options for Managers.
4. Add more review directions by selecting Add to review cycle under each direction:
   1. Self review: Reviewees will write their own self review.
   2. Upward review: Direct reports will write a review about their manager.
   3. Peer review: Reviewees or Managers select peers to write a review for the reviewee.