In this article you'll learn how to edit a performance review and send reminder notifications to incomplete reviewees. You'll discover what elements of a review can be edited depending on the review's timeframe, and how to notify participants who haven't completed their feedback. This article is for users who need to manage performance reviews and ensure timely completion.
Note:
If you want to view the details of a review or in case you want to duplicate or delete a review, read the linked articles.
1. Edit a review
To edit a review, follow the next steps:
Under Performance review > Reviews, click on the title of the review you would like to edit
Click on the three dots button beside the review title
Select the Edit option to make the changes
Click on Save changes to update the review
Timeframe | What can be edited? | What can't be edited? |
Before Start date | Everything | - |
After Start date | Name + Introduction | Review type Questions Participants Performance - Potential Matrix Start date |
After End date | - | Everything |
Hinweis:
If you want to consult the details of a review, duplicate, or delete a review read the linked articles.
2. Send a reminder to incompletes
To send a reminder to reviewees who have not completed their reviews, follow the next steps:
Under Performance review > Reviews, click on the title of the review you would like to edit
Click on the "three dots button" beside the review title
Select the Send reminder to incompletes option
Click SEND REMINDER to confirm the action
Once confirmed, an email with a reminder will be sent to all the participants who have not started or finished their feedback yet.
