Manage Reviews

The Manage Reviews option enables the Performance Administrator to monitor ongoing reviews and perform actions to modify both current and upcoming review cycles.

Attributes of managing reviews:

1. Preview

2. Edit Reviews

3. Edit Workflow

4. Export Status

Preview

The Preview option lets the user review specific settings for a review. Clicking the Preview button redirects the user to the final page of the Create Review cycle.

To Preview settings for the review cycle:

Step 1: Click on the Reviews tab from the left-hand side main menu and go to the Manage Reviews option in the Reviews dashboard.

Step 2: Click the “⋮” more options icon next to the desired review cycle, then select Preview & Edit to view or adjust the settings for an upcoming or ongoing review cycle.

Edit Reviews

While previewing the reviews, PeopleCues also allows users to edit the review.

To edit a review:

1. Navigate to the Manage Reviews section by following the same steps as previewing review settings.

2. Select Preview & Edit from "⋮" more options.

3. You will be redirected to the final page of the Create Review journey.

4. To edit any section of the upcoming review, click the Edit button next to the relevant block and make the necessary changes.

Edit Workflow

The Edit Workflow option allows the Administrator to modify the timeline of a review cycle.

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

• Edit Review Timeline

• Trigger Workflow

• 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.

1. Edit Review Timeline

   Modify dates for key milestones such as the Announcement Date, Review Start Date, and others, 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.

1. Trigger Workflow

   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.

1. 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.

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.

1. Remove existing reviewees

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

To modify existing reviewees:

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

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

Export Status

Both the Performance Administrator and Super Admin can export the status of a review cycle.

To export the status:

1. In the Action column, click the more options '⋮' menu.

2. Select Export Status.

3. An email will be sent with a link to download the Excel file.