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 admins 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.
To access a specific cycle's settings in app:
1. Go to your 'Reviews' tab.
2. Click on the '...' to the right of the review cycle whose settings need to be updated.
3. Click 'Edit review cycle'.
4. From the 'Review cycle settings' page, you can click 'Edit' next to the setting that needs to be changed.
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'.
Overview of editable settings:
Edit a cycle name: Review admins can edit the name of the cycle
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.
Edit review participants: Review admins can add or remove review participants
Edit 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.
Edit repeating cadence (of review cycle): Review admins can change the frequency of the review cycle (quarterly, semi-annually, one-time only)
Edit review milestones: Review admins can update the due dates of reviews and cycle deadlines.
NOTE: 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 BEST-SELF REVIEW™ notifications for your account, see this page under 'BEST-SELF REVIEW' company notification settings'.
Edit viewing permissions: Review admins can change the visibility settings of a review cycle (basic vs hierarchy)
Edit selecting peers for peer reviews: Review admins can adjust the min and max number of peers
Edit approving peer nominations: Review admins can update the auto-approve setting regarding managers approving peer nominations
Edit 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.
Release peer and upward feedback: Review admins can update the setting that controls what feedback is released for peer or upward reviews (review admins and/or managers can remove feedback from a peer or upward review)