When someone leaves your company or a manager position changes you don't need to create a new Performance Review, but can rather duplicate it and replace reviewers or delete any employee attached to a review. I show you how!
- Go to Performance Review > Reviews
- Click on title of a completed review
- Click on the three-dot-icon
- Click duplicate
OR
- Go to Performance Review > Reviews
- Click on a Draft
- Fill out review details and 1 Participants if needed
Replace reviewers
- Find yourself on Page 2 Manage Participants
- In the list, check the box next to the reviewee whose reviewer you want to update
OR
- Check the box at the very top of the table next to reviewee to select all participants in this performance review and refresh all reviewers collectively
- Click ACTION and select Refresh reviewer
- Click UPDATE
You can still manually edit the participants using the edit pencil icon.
Delete reviewers
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