👥 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...

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Add or remove participants during an active review cycle

  1. Click Best-Self Review® in the left-hand navigation bar of 15Five.
    BSR.png
  2. Click on the '...' to the right of the review cycle you want to manage participants for and select 'Manage participants' from the dropdown menu.
    ManageParticipants.png
  3. 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.
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  4. Click '...' to the right of the name of the person you want to add to or remove from the review cycle. 
  5. To add a non-participant to the review cycle, select Add to cycle from the dropdown menu.
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  6. To remove a participant from the review cycle, select Remove from cycle from the dropdown menu.
    BSR-Remove-From-Cycle.png
    A pop-up will appear requiring additional confirmation. Click Remove X from the cycle.
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  7. 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 actionAddParticipantBanner.png

Add or remove participants for an upcoming review cycle

  1. Click Best-Self Review® in the left-hand navigation bar of 15Five.
    BSR.png
  2. 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.
    BSR-Edit-Upcoming-Cycle.png
  3. Click into the 'Review participants' section in the review creation widget.
    BSR-Creation-Review-Participants-Section.png
  4. 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.

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