Review milestones in performance review cycles are dates by which people are asked to complete specific review tasks, like submitting self reviews, nominating peers, and finalizing review results. To ensure review cycles remain on track, it's important to keep an eye on who has outstanding tasks as milestones approach or pass so you can take appropriate action.

Access and availability

⛔️ Required access to Best-Self Review®.
👥 This article is relevant to Managers, Review admins, and Cycle collaborators.
📦 This feature is available in the Perform and Total Platform pricing packages.

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Note

Review admins and cycle collaborators can send nudges to everyone in the company. Managers can send nudges to their direct reports who are review cycle participants.


See who hasn't completed review milestones

You can see which individuals have yet to complete specific review milestones by either downloading a progress report or applying filters to the review cycle's Overview tab.

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Tip

Once you complete this process, check out this article to learn how to send email notifications asking individuals to complete outstanding milestones.

Progress reports Cycle Overview tab
  1. Click Best-Self Review® in 15Five's main, left-hand navigation bar.
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  2. Click on the name of the cycle you want to send nudges for. If it's an in-progress cycle, it should appear under "Active review cycles."
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  3. You're now on the review cycle's Overview tab. From here, click the Download button to the right of the review cycle name and select your desired report from the dropdown menu.
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  4. You can use the following downloadable reports to see which individuals haven't submitted reviews:

    👥 Participants progress tracker

    This report provides insight into what reviews have/haven't been written for each participant.
    • Role-based access: This report is only available to Review admins and Cycle collaborators.
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    • Details: This report can be pulled anytime after results have been shared with participants. The information contained in the report will change as new reviews are submitted up until the cycle is locked.
    • What information is contained in this report: Participant first name, Participant last name, Participant email, Manager first name, Manager last name, Additional manager email, Additional manager first name, Additional manager last name, # of submitted reviews / # of available reviews, Status (No reviews submitted, Some reviews submitted, All reviews submitted), Names of people who have and haven't submitted reviews for a participant (organized by review type), Names of people who have started drafting a review for a participant (organized by review type), Share results status (Shared or Not shared), Share timestamp, Finalize results status (Finalized or Not finalized), Finalize timestamp

    📝 Review writers progress tracker

    This report provides insight into which people have/haven't submitted the reviews they're responsible for writing.
    • Role-based access: This report is only available to Review admins and Cycle collaborators.
      Review-Writers-Tracker-Roles.png
    • Details: This report can be pulled anytime after results have been shared with participants. The information contained in the report will change as new reviews are submitted up until the cycle is locked.
    • What information is contained in this report: Review writer first name, Review writer last name, Review writer email, Manager first name, Manager last name, Additional manager email, Additional manager first name, Additional manager last name, # of submitted reviews / # of total assigned reviews, Status (No reviews submitted, Some reviews submitted, All reviews submitted), Names of people whose reviews the person is responsible for and has/hasn't submitted (organized by review type), Names of people the review writer has started drafting reviews for (organized by review type)

    📄 Full progress report

    This is the most extensive of all review downloads and contains information about all participants including review writers and submission timestamps, questions and provided answers, and review acknowledgment information.
    • Role-based access: Review admins and Cycle collaborators can download this report for all participants. Managers can download this report for their direct reports.
      Full-Progress-Report-Roles.png
    • Details: This report can be pulled anytime after the cycle start date. The information contained in the report will change as new reviews are submitted up until the cycle is locked.
    • What information is contained in this report: Employee first name, Employee last name, Employee email, Manager ID, Manager first name, Manager last name, Manager title, Additional manager first name(s), Additional manager last name(s), Peer reviewer first name(s), Peer reviewer last name(s), Employee review submission timestamp, Peer review submission timestamp(s), Additional manager review submission timestamp(s), Manager review submission timestamp, Shared results timestamp, Finalized results timestamp, Self review questions, Employee answers, Employee explanations, Manager review questions, Manager answers, Manager explanations, Additional manager review questions, Additional manager answers, Additional manager explanations, Peer review questions, Peer answers, Peer explanations, Private Manager Assessment questions,  Private Manager Assessment answers, Private Manager Assessment explanations, Acknowledgment timestamp, Acknowledgement comments

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