Add or remove a review cycle participant

We understand that you make changes to personnel often; Adding this functionality allows administrators more management power, and keeps the review cycle aligned with your current staff. Review admins can now add and remove participants from an active review cycle. Use the 'Manage participants' link in your review 'Overview' page.

Assuming that you have not excluded users or groups from your global review settings or from your specific cycle, any person that is active in 15Five before the start date will automatically be added to the review participants.

✏️

Note

Only administrators or review admins have access to review settings. Participants can be added or removed up until the cycle end date.


Manage participants during an active cycle

1. Click on 'Features' from the left navigation.

Screen_Shot_2020-07-09_at_1.30.37_PM.png

2. Click on 'Best-Self Review'.

Screen_Shot_2020-07-16_at_2.31.20_PM.png

3. Click on the '...' to the right of the active review cycle for which participants need to be managed. 

Screen_Shot_2019-11-04_at_10.25.39_AM.png

4. Click on 'Manage participants'.

💡

Tip

Another way to manage participants- from the 'Overview' tab, click on the gear icon and then 'Manage participants'.  Screen_Shot_2019-11-04_at_10.41.10_AM.png

5. Add a filter to find participants vs non-participant. 

Screen_Shot_2018-11-03_at_2.14.44_PM.png

6. Manage your participants by clicking 'Add to cycle' or 'Remove from cycle'.

Screen_Shot_2018-11-03_at_2.16.47_PM.png

7. Once the participant has been removed or added, you should see a banner appear in the top right of your screen confirming the action.

Screen_Shot_2018-11-03_at_2.20.35_PM.png

✏️

Note

When removing a participant from an active cycle, all activity and answers for this person’s review will be deleted. This action cannot be undone.

Was this article helpful?
0 out of 1 found this helpful