It is time to change reviewers... what does this mean in terms of visibility? Will my new reviewer see my past 15Fives? Will my past reviewer still have visibility into my 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 15Fives and Objectives.
Reviewer changes and 15Five Check-in visibility
Past reviewers can see all 15Fives that were submitted while he/she was the reviewer. Going forward, past reviewers will not be able to see new 15Fives unless they have visibility through other venues (drill-down, group viewing, follower, global viewer, etc). Private comments will remain private to whoever was the reviewer when the private comment was made. Private high fives are never visible to reviewers, new or old.
New reviewers can automatically see all past 15Fives for their new direct reports. If visibility into past 15Fives should be restricted to the previous reviewer, reach out to 15Five Support for help. This 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 15Fives 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 he/she was the reviewer. Once the reviewer is changed, all 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 he/she was the reviewer. Once the reviewer is changed, all reviews will then be conducted with the new reviewer. If the new reviewer would like visibility into past reviews, the direct report or past reviewer will have to share the reviews via PDF.
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.
For more information on changing a reviewer during a review cycle, see this article.