Edit review settings for an active cycle

A review cycle is already active, but you need to make some changes to dates, settings, and more... We know that flexibility is important and we are giving review administrators and cycle collaborators more control over making these changes.

15Five now allows you to edit components of a review cycle that has already begun. Below are all details about editing the settings for an active cycle, including the steps and what each setting means.

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Note

Editing these items will only affect the current review cycle and will not change the overall review settings. To change the company review settings on a global level, go to the 'Reviews' section on the 'Manage features' page.


Access a specific cycle's settings

1. Click on Best-Self Review® in the left navigation of 15Five.

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2. You will land on the 'Review cycles' tab.
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3. Find the active or upcoming review cycle whose settings need to be updated. Then click on ... and Edit review cycle.

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4. From the 'Review cycle settings' page, you can click Edit next to the 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. 

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Tip

The 'Review cycle settings' page can also be accessed from within the review cycle 'Overview' page, by clicking on the gear icon, and then Edit review cycle

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What review settings can I edit?

  • Cycle name: Review administrators and cycle collaborators can edit the name of the cycle
  • Review participants: Review administrators and cycle collaborators can add or remove review participants
  • Repeating cadence (of review cycle): Review administrators and cycle collaborators can change the frequency of the review cycle (quarterly, semi-annually, one-time only)
  • Review milestones: Review administrators and cycle collaborators 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. To verify review notifications for your account, see this page, under 'Best-Self review company notification settings'.
  • Viewing permissions: Review administrators and cycle collaborators can change the visibility settings of a review cycle (basic vs hierarchy)
  • Selecting peers for peer reviews: Review administrators and cycle collaborators can adjust the min and max number of peers
  • Approving peer nominations: Review administrators and cycle collaborators can update the auto-approve setting regarding managers approving peer nominations
  • Peer transparency for peer reviews: How and whether participants see their peer review answers and peer identities.

  • Direct report transparency for upward reviews: How and whether managers see their upward review answers and direct report’s identity.


What review settings can't I edit?

  • Review cycle type: This setting is currently not editable. Allowing edits to the review cycle type is very intricate and involves creating new reviews, removing and editing existing reviews, and adjusting the entire flow of a cycle. 15Five Product Team will continue to work on allowing edits to review cycle types.
  • Question template(s): Editing an in-use question template is not available at this time. Allowing edits to in-use templates is very intricate and involves updating all existing reviews. Updating these templates mid-cycle requires changing the entire format for self, manager, peer, and upward reviews. 15Five Product Team will continue to work on allowing edits to in-use question templates.
  • Peer transparency for peer reviews: This setting is currently not editable. For privacy reasons, changing transparency for peer reviews during an active cycle is strongly discouraged. Peers may have already written reviews with the understanding that their reviews will be anonymous to their peer(s). Changing this visibility mid-cycle goes against our core value of 'Granting Trust'. 15Five Product Team will continue to investigate and weigh the pros and cons of adding this option.
  • Direct report transparency for upward reviews: This setting is currently not editable. For privacy reasons, changing transparency for upward reviews during an active cycle is strongly discouraged. Direct reports may have already written reviews with the understanding that their reviews will be anonymous to their manager. Changing this visibility mid-cycle goes against our core value of 'Granting Trust'. 15Five Product Team will continue to investigate and weigh the pros and cons of adding this option.
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