It is time to change reviewers... what does this mean in terms of visibility across all of 15Five? Will my new reviewer see my past Check-ins? Will my past reviewer still have visibility into my past reviews? These are all valid questions that will be answered in this article.
Visibility varies from feature to feature. The level of visibility is directly related to the degree of sensitivity of the information; ie Reviews and 1-on-1s typically contain more sensitive information than Check-ins and Objectives. Therefore, Check-ins and Objectives are visible to new reviewers.
Reviewer changes and Check-in visibility
Past reviewers will continue to see all Check-ins that were submitted while they were the reviewer—even after they are removed as the person's reviewer. Going forward, past reviewers will not be able to see new Check-ins unless they have visibility through other venues (drill-down, group viewing, follower, global viewer, etc). Private comments will remain private to whoever the reviewer was when the private comment was made. Private High Fives are never visible to reviewers, new or old.
New reviewers can automatically see all past Check-ins for their new direct reports. If visibility into past Check-ins should be restricted to the previous reviewer, reach out to 15Five Support for help. This rollover visibility does not include private comments made to the past reviewer. Private High Fives are never visible to reviewers, new or old.
For more information on Check-ins and best practices, see this article.
Reviewer changes and 1-on-1 visibility
Past reviewers can see all 1-on-1s that were conducted while they were the reviewer. Once the reviewer is changed, all automatic 1-on-1s will be held with the new reviewer. Going forward, past reviewers will not be able to see new 1-on-1 agendas. Currently, 1-on-1s are private to the reporter and reviewer only.
New reviewers will be responsible for all 1-on-1 agendas created after the reviewer switch. New reviewers will have no visibility into past 1-on-1 agendas, unless the direct report or past reviewer shares copies through email or PDF. Again, the only two people who can see 1-on-1 agendas are the reporter and the reviewer.
For more information on using the 1-on-1 agenda, see this article.
Reviewer changes and Objectives visibility
Past reviewers will maintain visibility into private objectives that were created by their previous direct reports. To clarify, if a direct report creates a private objective, their current reviewer has visibility into the private objective by default. When the reviewer is changed, that past reviewer still has visibility into the private objective, unless the direct report (objective owner) edits the visibility settings of the objective. The direct report (objective owner) can remove their past reviewer's visibility into the objective.
New reviewers will be given visibility into their new direct report's private objectives automatically. The direct report (objective owner) will not be able to remove this visibility from their new reviewer. By default, the current reviewer will always have access to view their direct report's private objectives.
For more information on creating private objectives, see this article.
Reviewer changes and Review visibility
Past reviewers can see all reviews that were conducted while they were the reviewer. Once a reviewer is changed, all reviews will then be conducted with the new reviewer.
Assuming your new reviewer was not a review admin and did not have access to your reviews before the reviewer change, new reviewers will not have visibility into past reviews. If the new reviewer would like visibility into past reviews, the direct report or past reviewer will have to share the reviews via PDF.
For more information on changing a reviewer during a review cycle, see this article.