What to expect: I'm a review manager

It's time for your direct reports to participate in a Best-Self Review® cycle! This guide walks you through logistics and responsibilities associated with being the manager of a review cycle participant.

Your responsibilities as the manager of a review cycle participant include:

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Check out these additional resources ⬇️

Help Center article 💡: What to expect: I'm a review participant
Help Center article 💡: What to expect: I'm a review admin
Video 🎥: The Awesome Responsibility Of Leadership with Simon Sinek


Manager-specific email notifications

Below is a list of email notifications that you may receive as the manager of a review cycle participant. For a more extensive list of emails that are sent out during a Best-Self Review® cycle, check out our "Email notifications for a review cycle" Help Center article.

  • Review cycle kickoff
  • Reporter submitted their self review 
  • Manager review reminder - 7 day
  • Manager review reminder - 3 day
  • Manager review reminder - Past due
  • Manager review - nudge from review admin or direct report
  • Release results - nudge from direct report
  • Release results - nudge from Review Admin
  • Reminder to schedule final meeting with direct reports
  • Reminder to schedule final meeting with direct reports - last day
  • Review cycle has been deleted

Manage peer nominations and review peer reviews

As a manager, the first interaction you may have with your direct reports who are participating in a cycle is during the peer nomination window. This is only relevant if peer reviews are included in a review cycle.

Either participant-initiated or peer-initiated peer reviews can be included in a review cycle. In participant-initiated peer reviews (the default peer review cycle), either the review cycle participant themselves, their manager (you), a review admin, or a cycle collaborator can nominate peers for the participant. The manager (you), a review admin, or a cycle collaborator can approve, decline, or remove peer nominations for a participant. In peer-initiated peer reviews, peers volunteer to write peer reviews of participants; there is no nomination or approval process.

Once the peer nomination process is complete and peer reviews are submitted, you are responsible for reviewing submitted peer reviews.

Check out these resources ⬇️

Help Center article 💡: Manage peer nominations for a review cycle participant
Help Center article 💡: Review submitted peer reviews of my team
Help Center article 💡: Peer reviews: participant initiated vs peer initiated (linked above)


Review upward reviews

If you are the manager of a participant who is also a manager and upward reviews are included in a review cycle, you are responsible for reviewing the upward reviews that your direct report's direct reports submit.

Check out this resource ⬇️

Help Center article 💡: Review submitted upward reviews of my team


Complete a manager review

If manager reviews are included in a review cycle, you are responsible for writing a manager review for each of your direct reports that is participating in the cycle. If self reviews are also included in the review cycle, you will be asked the same or similar questions in your manager review that your direct report was asked on their self review. Asking both participant and manager the same questions reduces bias and creates a fairer performance review environment.

After your direct report has submitted their self review or the self review deadline has passed, the manager review will open up for you to write and submit. After you submit your manager review, it will be visible to review admins, cycle collaborators, a participant's review viewers (previously called "additional managers), and anyone in the participant's hierarchy*. It will not be visible to your direct report until you share results at the end of the cycle.

Included in manager reviews is the Private Manager Assessment (PMA) section. In this section, managers answer future-focused questions about their direct reports. By default, PMA answers are only visible to a review cycle participant's you (the the author of the manager review), review administrators, and cycle collaborators. However, review admins and account admins have the ability to manage visibility settings to allow for more transparency to a participant's hierarchy or the participant themselves.

*This is only the case if hierarchy visibility is enabled for the review cycle

Check out these resources ⬇️

Help Center article 💡: Write or edit a review in a review cycle
Help Center article 💡: Manage visibility options for private manager assessments (linked above)
Blog post 🗒: Giving Critical Employee Feedback Is Not As Scary As It Seems

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Note

After you submit your manager review, you can edit it up until you share review results with your direct report. The exception is that if calibration sessions are included in the review cycle, you will not have the ability to edit the Private Manager Assessment section of your manager review once a calibration session begins.


Complete the review summary, hold a final meeting, and share and finalize review results

Once the self and manager reviews have been completed and the 'Start sharing on' milestone has passed, the review summary will open up. The summary is a condensed version of all reviews that were written about a review cycle participant. Writing a comprehensive summary is especially important if review settings dictate that verbatim feedback isn't shared directly with review cycle participants, as you need to ensure that your direct report is aware of the feedback they received.

You can edit the review summary up until review results are finalized.

Once you complete the review summary, you will schedule a final meeting with your direct report to discuss review results, share review results with them, hold the meeting, make any desired edits to the summary, then finalize review results. Review admins and cycle collaborators also have the ability to share and finalize review results.

Check out this resource ⬇️

Help Center article 💡: Complete, share, & finalize summaries


Download or print my direct report's review results

If you would like to view and analyze review data for specific participants, you can download or print the results from within their specific review page. It is best to wait until after the results have been shared and finalized to print, in case summary information is changed before finalizing.

Check out this resource ⬇️

Help Center article 💡: Download my team's review results

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