Edit review settings for an active cycle

This article walks through how to access and edit settings for an active review cycle, as well as lists what settings can and can not be edited. Only review admins and cycle collaborators can manage review cycle settings.

✏️

Note

This article covers how to edit settings for an individual review cycle. If you'd like to edit your company's global review settings, check out our "Manage company review settings" Help Center article


Access and edit settings for a review cycle

  1. Click on Best-Self Review® in the left-hand navigation of 15Five.
    BSR.png
  2. You will land on the Best-Self Review® dashboard. From here, locate the review cycle you want to edit settings for under "Active review cycles". Click '...' next to the review cycle, then select 'Edit review cycle' from the dropdown menu.
    ActiveReviewCycles.png
  3. From the 'Review cycle settings' page, you can click Edit next to any setting that needs to be changed. If there is no Edit option to the right, that setting cannot be changed once a cycle has started.
    EditSetting.png

What review settings can I edit?

Below are the review cycle settings that review admins and cycle collaborators have the ability to edit in an active review cycle.

  • Cycle name: You can change the name of a review cycle.
  • Review participants: You can add or remove review cycle participants.
  • Repeating cadence (of review cycle): You can change the frequency of a review cycle (quarterly, semi-annually, one-time only).
  • Review milestones: You can update the due dates of reviews and cycle deadlines. But beware— if the dates are moved out more than 3 days, there is a good chance that reminder emails will be sent out again. Check out our "Email notifications for a review cycle" Help Center article for more information about what notifications go out during a review cycle.
  • Objectives: You can change the types of objectives (company, group, and/or individual) and the timeframe of objectives that are included.
  • Viewing permissions: You can change the visibility of review answers (basic vs hierarchy). Basic visibility means that review answers can be viewed by the participants, their manager, cycle collaborators, and review admins. Hierarchy visibility means that review answers can be viewed by the participants, their manager, anyone above their manager, cycle collaborators, and review admins.
  • Selecting peers for peer reviews: You can adjust the minimum and maximum number of peers that can be nominated.
  • Approving peer nominations: You can update the auto-approve setting regarding managers/cycle collaborators approving peer nominations. Options are 1) auto-approve peer nominations for participants if the nominations are made past the approval date and 2) always require manual approval - even if the approve by date has passed.

What review settings can't I edit?

Below are the review cycle settings that review admins and cycle collaborators do not have the ability to edit in an active review cycle.

  • Review cycle type: You can not change what types of reviews (self/manager, peer, and upward) are included in a review cycle.
  • Question template(s): You can't change the question templates that are being used in the review cycle. If you see an error in a question that appears on your review cycle and would like for it to be corrected, please reach out to support@15five.com for assistance.
  • Peer transparency for peer reviews: To protect psychological safety for your team, it is not possible to change transparency for peer reviews in an active cycle in-app. Reason being, peers may have already written reviews with the understanding that their reviews will be anonymous to their peer(s). If you're interested in decreasing transparency (i.e. going from full transparency to no transparency), please email our Support Team at support@15five.com for assistance.
  • Direct report transparency for upward reviews: To protect psychological safety for your team, it is not possible to change transparency for upward reviews in an active cycle in-app. Reason being, direct reports may have already written reviews with the understanding that their reviews will be anonymous to their manager. If you're interested in decreasing transparency (i.e. going from full transparency to no transparency), please email our Support Team at support@15five.com for assistance.
Was this article helpful?
4 out of 10 found this helpful