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Operating Reviews - Viewing Review Status and Closing Reviews

Updated this week

In this guide, you can learn how to view review progress status and close reviews on the review operations screen.

Viewing In-Progress Reviews

  • In the Review Progress tab, you can view the review progress status by reviewee and by reviewer. You can also quickly view only [Incomplete] items through the [Filter] function at the top, and easily view progress status by organization and job function through the HR filter!

  • In [Progress by Reviewee], you can view the review progress status for each reviewee.

  • Click the reviewee's name to view the reviews they have received.

  • Click [Progress by Reviewer] to view the reviewer's progress status for each review stage.

  • Click the reviewer's name to view what reviews the reviewer has left for each reviewee.

  • In the [Absence Info] column of the reviewer assignment status table, you can check whether the reviewer has any leave during the review period.

  • [Progress by Reviewer] - Click the review stage assigned to the reviewer, then click the three dots button on the right side of the reviewer and click [Change Deadline] to change the reviewer's review writing deadline.

    • Or click the [Send Deadline Reminder] button to send a reminder notification about the review deadline to the reviewer.

  • Click the checkbox at the top left of the Progress by Reviewer table to bulk change review deadlines or send reminder notifications in bulk.

  • Click the [Deadline Extension] filter in [Progress by Reviewer] to view reviewers who have a later deadline than the one set in the review operations home stage.

    • Additionally, you can easily view the current reviewer writing and submission status through the [Submission Status] filter.

  • For downward 2nd or higher review stages beyond the downward 1st, you can easily view the grade distribution assigned by the reviewer when viewing their review progress.

  • On the review operations screen, click [Home] - [Close Review Writing] - [Close Writing] to 'close' the in-progress review after all reviews are completed following the writing deadline, before sharing the results.

Viewing Review Results

  • In the [Review Results] tab, you can view the final calculated scores/grades for each member. Click the [Distribution] icon at the top right to view detailed distributions by overall, competency, and performance grades.

  • You can also easily view the final grade calculation formula for each member. Hover your mouse over the calculated grade or score to check the calculated grades/scores for each review element!

  • Click the download button at the top right to download the review results by member as an Excel file.

    • However, the review results Excel download is only available for reviews that use grades, and you can only see the final grades in the Excel file. Detailed question-by-question answers cannot be viewed in the Excel file.

  • For reviews that include calibration, you can find the [Calibration] menu under the [Calculate Results] menu on the review operations screen.

  • To proceed with calibration, the review results must be calculated, and the review must be in the writing closed status.

Review Results Excel Download

  • Click the download icon at the top right of the [Progress by Reviewee] or [Review Results] menu to download review results as an Excel file.

    • Both completed reviews and reviews in progress can be downloaded as Excel files.

      • Progress by Reviewee > Download > Download Review Results

      • Review Results > Download

        (*Reviews that do not use grades will not display the 'Review Results' menu.)

Progress by Reviewee > Download Review Results screen

Review Results > Excel Download screen


FAQ

When the deadline is extended, how is the reviewer notified?

  • A notification is sent through the reviewer's email and in-product notification as shown in the image below.

When [Send Deadline Reminder] is clicked, how is the reviewer notified?

  • A reminder notification is sent through the reviewer's email and in-product notification as shown in the image below.

If the submission status shows [Overdue], can the reviewer no longer write the review?

  • Select the reviewer marked as overdue, then either bulk change the deadline or click the three dots on the right side of the reviewer and extend the deadline through [Change Deadline].

How do I extend the overall review writing period?

  • On the review operations screen, click [Home] → [Extend Period] at the review stage where you want to extend the writing period.

If review item writing and review sheet writing are closed earlier than the original deadline, what notification is sent to reviewers?

  • A notification is sent to reviewers that the review has been closed early.

Can I delete a review?

  • Reviews can be deleted regardless of their progress status.

    • When testing is complete, you can delete the review without needing to close it first.

  • However, please note that when a review is deleted, all content sent to members and all written content is deleted, and deleted reviews cannot be recovered!

I was told that review grades are calculated when all in-progress stages are completed, but the review results (review grades) are not being calculated in the Review Results tab.

  • In the [Review Results] tab, all reviews must be in the writing closed status to view the final calculated scores/grades for each member. Click the [Home] tab on the review operations screen and verify that all review stages are in the [Closed] status.

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