Edit Review Workflow

Edit Workflow

The Edit Workflow option allows the Administrator to modify the timeline of a review cycle that is already live.

The Edit Workflow tab allows you to make three types of changes:

• Edit Review Timeline

• Trigger Touchpoints

• Add New Reviewee Set

• Remove Existing Reviewees

To edit the workflow:

1. Navigate to the Manage Reviews section.

2. Click Edit Workflow next to the desired review cycle to proceed.

Edit Review Timeline

Modify dates for key milestones, such as the Announcement Date, Review Start Date, Submission dates, and others, as needed, depending on the stage of the review cycle.

• To update a date, click on the date field under the upcoming milestone and select the desired date.

Note: The Announcement Date and Review Start Date can only be modified until those milestones have not yet been reached. Once achieved, these dates can no longer be changed.

Trigger Touchpoints

Start an event immediately that was originally scheduled for a later date.

• To trigger a workflow, click the Touchpoint button next to the event you wish to execute.

Add New Reviewee Set

You can add a new set of reviewees even after the review has been launched. This allows additional departments or groups to be included in the review cycle without creating a new review from scratch.

Note: The timelines for a new reviewee set can differ from those of the parent review.

To add a new reviewee set:

Step 1: In the Edit Workflow pop-up, click on the + New Reviewee Set button.

Step 2: Click on the Reviewee(s) option to add new participants to the existing review cycle. A list of employees who are not already part of the cycle will appear. Use filters such as teams, departments, or other criteria to quickly find and add reviewees.

Step 3: Once added, schedule the event dates, like Announcement date, Review start date, etc., and click on Save Set to finish.

Remove existing reviewees

You can also add or remove participants from the existing list of reviewees in a cycle.

To remove existing reviewees:

Step 1: Click on the Reviewee(s) tab to view the list of employees currently participating in the cycle.

Step 2: In the pop-up, deselect employees to update the existing list of reviewees. Once done, click Done to save your changes.

Please note that users can only be removed before the Manager submission date. Once a user is removed, their data cannot be retrieved. To maintain data integrity, we disable the removal of users during the calibration stage.