Org chart reviews use the employee reporting structure to auto-assign self, upward, and manager reviews. The Downward review direction has managers review their direct reports within the review cycle.
Learn more in Select Review Directions in an Org Chart Review.
This article contains the following topics:
- Downward review configuration
- Review template
- Manager sequence
- Review visibility
- Ending the review cycle
- Deliverables
Downward review configuration
- Navigate to your review cycle.
- Navigate to Configuration > Downward review.
Review template
Use the drop-down menu to choose the review template managers will complete when writing a review for their direct reports. Use Filters to filter by template tags attached to the desired template.
Manager sequence
Choose when managers can submit their reviews for their direct reports. The options include:
- At the same time as other reviewers: Managers will be able to submit their review at the same time as everyone else.
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Managers participate after other reviewers: Managers will only be able to submit their review for their direct reports only after all reviews for the direct report have been submitted.
- Note: Managers will be able to draft their reviews in the meantime.
Review visibility
Choose when managers have visibility into the reviews submitted about their direct reports during the review cycle. The options include:
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Managers can see reviews as they're submitted: Managers will have visibility into the reviews submitted for their direct reports as soon as the reviewers submit them.
- Note: This option will be the default if the Manager sequence is set to Managers participate after other reviewers. Learn more in View In-progress Reviews For Your Direct Reports.
- Note: This option will be the default if the Manager sequence is set to Managers participate after other reviewers. Learn more in View In-progress Reviews For Your Direct Reports.
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Managers can only see reviews after they're all submitted: Managers will have visibility into the reviews submitted for their direct reports only after the review writing phase has been ended. Learn more in How to View Your Direct Reports' Reviews.
- Note: This does not require all reviews to be completed for every direct report. Managers will always have visibility into their direct reports' review packets during the Share stage, even if they are incomplete.
Deliverables
Choose which elements of the downward review will be shared with direct reports in their review packet. The options include:
- Share both the downward review template and the summary
- Only share the summary
- Only share the downward review template
Read more about deliverables for other review directions here.