Once a review cycle participant's manager has held a final meeting with them to discuss review results, it's time to make any needed edits to the review summary and notes and, once the summary is in its final state, finalize review results.
In this article, you will learn...
- Who can finalize a participant's review results? 👥
- How to finalize review results 🧑💻
- What happens next? 🐾
- Frequently Asked Questions (FAQs) ❓
Access and availability
⛔️ Required access to Best-Self Review® results.
👥 This article is relevant to Managers, Review admins, Cycle collaborators, and Sharing users.
📦 This feature is available in the Perform and Total Platform pricing packages.
Who can finalize review results? 👥
The following roles can finalize a participant's review results:
- The review cycle participant's manager in the review cycle
- Any review admin
- Any cycle collaborator in the specific review cycle
- The participant's assigned sharing users
Read more about roles in a review cycle.
Tip
If more people need the ability to share and finalize review results, a review admin or cycle collaborator can add them to the "Who can share and finalize the reviews of [Participant]?" on the participant's Edit Individual Settings page. These individuals are called "sharing users."
How to finalize review results 🧑💻
- Click on Best-Self Review® in the left navigation of 15Five.
- From the 'Review cycles' tab, click on the name of the review cycle.
- You're now on the review cycle's overview page. From here, use the filters section to search for the name of the participant you want to complete a review summary for or apply filters to find them.
- Scroll down to 'Cycle Participants' section of the page and click on the name of the participant. Alternatively, you can click the three dots to right of the name and select "View" from the dropdown menu.
- You will be directed to the review cycle participant's review page, which contains all reviews written about them. Open the "Summary" tab.
- Look over the Summary tab and make any necessary final changes. When you're satisfied, click Finalize results to share the final version of the review summary with the review cycle participant and prevent any further editing to their review cycle.
- A popup will appear asking you to confirm that you want to finalize results. Click Finalize review.
What happens next? 🐾
Upon finalizing results, the participant will receive an email notification and an in-app notification letting them know. If your organization requires participants to acknowledge their review results, an Action Item will also be assigned to the participant asking them to acknowledge their results. Use the sections below to see what these notifications look like.
Congrats on completing the review cycle! If desired, managers can now work with their direct reports on creating self-development objectives based on review results to help them grow between now and the next review cycle.
Frequently Asked Questions (FAQs) ❓
No worries- mistakes happen! Check out our "Unshare and reopen a participant's review" article to learn how to unshare review results.