👥 Only review admins can add or remove participants from review cycles.
We understand that changes happen. This article walks through how to add or remove participants to/from a review cycle. Participants can be added or removed up until the cycle end date.
In this article, you will learn...
- How to add or remove participants during an active review cycle
- How to add or remove participants for an upcoming review cycle
Add or remove participants during an active review cycle
- Click Best-Self Review® in the left-hand navigation bar of 15Five.
- Click on the '...' to the right of the review cycle you want to manage participants for and select 'Manage participants' from the dropdown menu.
- Search for the name of the person you want to add or remove from the cycle. Or, click Filter by and use one of the following filters: 1) Participation status, 2) Group, or 3) Manager.
- Click '...' to the right of the name of the person you want to add to or remove from the review cycle.
- To add a non-participant to the review cycle, select Add to cycle from the dropdown menu.
- To remove a participant from the review cycle, select Remove from cycle from the dropdown menu.
A pop-up will appear requiring additional confirmation. Click Remove X from the cycle. - Once the participant has been removed or added, you'll see a banner appear in the top right-hand corner of your screen confirming the action
Add or remove participants for an upcoming review cycle
- Click Best-Self Review® in the left-hand navigation bar of 15Five.
- Click on the '...' to the right of the review cycle you want to manage participants for and select 'Edit review cycle' from the dropdown menu.
- Click into the 'Review participants' section in the review creation widget.
- Make desired edits to review cycle participants, then click into the 'Summary & complete' section in the review creation widget. From here, click Create review cycle. Your changes will be reflected immediately in the review cycle.