'Overview' tab for reviews

A review cycle's 'Overview' tab gives you a snapshot into the cycle: basic cycle & participant information, personal review to-dos, filtering options, and more. This tab looks different based on your role in the review cycle– participants can only see their own progress, whereas managers can see their team's progress, and review admins and cycle collaborators can see progress for the entire company.

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Access a review cycle's 'Overview' tab

  1. Click on 'Best-Self Review®' from the left side navigation.
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  2. Click on the name of the cycle whose 'Overview' tab you want to access. If it's an in-progress cycle, it should appear under "Active review cycles."
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  3. After clicking on the cycle name, you will automatically be taken to the 'Overview' tab for that review cycle.
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Anatomy of the 'Overview' tab

A review cycle's 'Overview' tab will look different based on your role in the review cycle. Continue reading for a list of sections that appear in the 'Overview' tab and which roles each of these sections appear for.

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Note

Only cycle participants will see an 'Overview' tab for a given review cycle. If a person is responsible for writing reviews in a review cycle, but isn't a participant themselves, they will only see the 'Write reviews' tab.

Review cycle information

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  • What is this section for? To list basic review cycle data including: the person who created the review cycle, the start and end dates, the status (active or ended), the days remaining, the number of participants (and a clickable link into the full list of participants), and the number of review admins (and a link into the full list of review admins). Here, you can also see options for cycle-specific reporting by clicking Download, or click the settings gear to either edit the review cycle, clone the review cycle, or manage participants.
  • Who will see this section on their Overview page? Review admins and cycle collaborators.

Your review to-dos

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  • What is this section for? To notify a person of the tasks they themselves have left to complete in the review cycle.
  • Who will see this section on their Overview page? All review cycle participants, regardless of role.

Participant filter

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  • What is this section for? To filter the information that's shown in the remaining sections of the 'Overview' tab. Filtering options that exist here are: {participant/review writer}, {everyone, my team, me}, or {everyone, group, manager, hierarchy}. Only review admins and cycle collaborators will see the option to filter by "Everyone". Only managers will see the option to filter by "My team".
  • Who will see this section on their Overview page? Review admins, cycle collaborators, and managers of review cycle participants.

Progress tracker

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  • What is this section for? To give those in admin roles visibility into the progress of the review cycle. The "Total reviews submitted" percentage reflects the total number of submitted reviews out of the total number of possible reviews. In the expandable "Review milestones" section, admins and cycle collaborators can see the due dates for steps in the review cycle, along with what percentage of specific review steps have been completed. Here they also have the option to bulk nudge those who haven't completed a step in the review cycle.
  • Who will see this section on their Overview page? Review admins and cycle collaborators.

Cycle participants

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  • What is this section for? The "Cycle participants" section includes a list of all review cycle participants 1) who match the filters selected in the "Participant filter" section of the 'Overview' tab, and 2) whose submitted results a person has/will have permission to view.
    Use the 'Review status filter' at the top of the page to filter the list of participants by "No reviews submitted", "Some reviews submitted", "All reviews submitted", "Results shared", "Results shared & finalized", and/or "Calibrated." If desired, once you filter this section, you can use the former "Progress tracker" section of the 'Overview' tab to nudge only those that meet these filters to complete a certain task.
    From this section, a person can click into a participant's review results by either clicking their name or the "..." to the right of the person's name and selecting 'View' from the dropdown menu. In the dropdown menu, review admins and cycle collaborators will also see an "Edit individual settings" option, which allows them to manage who is writing review about that participant, and who that participant is writing review about (check out our "Edit individual settings for a participant" article for more information).
  • Who will see this section on their Overview page? Review admins, cycle collaborators, and managers of review cycle participants.

My reviews

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  • What is this section for? To show a review cycle participant who their manager is, what their review progress looks like, and the overall status of their review (no reviews submitted, some reviews submitted, all reviews submitted, results shared, or results shared & finalized). The numbers reflected under "Review progress" reflect how many of the total reviews queued to be written about the employee have been submitted. A participant can click their name to open the 'Write reviews' tab and access the reviews they're responsible for writing.
  • Who will see this section on their Overview page? Review cycle participants who have no other roles. Review admins, cycle collaborators, and managers can pull up their own review results using the "Cycle participants" section of the 'Overview' tab.
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