15Five Releases - November 26, 2019

Good day, fellow 15Fivers! πŸ™‹πŸΎβ€β™€οΈπŸ™ŽπŸΌβ€β™€οΈπŸ™‹πŸ½β€β™‚οΈπŸ™ŽπŸ»β€β™‚οΈπŸ§œπŸ»β€β™€οΈπŸ§šπŸΏβ€β™‚οΈ This release is going to make our review admin real happy. Let's jump right in. 

Edit an individual's settings for a review cycle

And by individual, we mean participant. So what can be edited and how can you edit the participant's settings? Review admin can update a participant's manager- yep. We are not kidding, even in an active cycle. Review admin can also update a participant's direct report(s)- aka their upward reviewers. Since organizational changes are common, we hope today's release empowers review admin to take control of the cycle process by allowing them to change an employee's manager and upward review(s) during an active cycle. This customization is also extremely beneficial for companies with any reporting structure other than hierarchal- in other words, a lot of our customers. πŸ˜†

NOTE ✏️: Editing an individual's settings only affects the review cycle at hand. Manager and direct report changes within a cycle will not update anywhere else in 15Five. So, go ahead. Make that manager change in the middle of the cycle. Changing will no longer mess up the reviewer for 15Fives.

To edit an individual's review settings, go to the Overview page on the cycle that needs updating. Use the 'Participants' filter and any other filter needed or the search bar to find the person whose review settings need to be updated and use the '...' option to click 'Edit individual settings'.

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Review admin will see two sections on the individual review settings page. 1️⃣ Who’s writing reviews of __________? 2️⃣ Which participant(s) is __________ reviewing?

Who’s writing reviews of __________? section lists out all reviews that are being written for the participant. For example, let's say the participant is Cailtlin Tilden. 'Who's writing reviews of Caitlin?' would include who is writing a self review of Caitlin, who is writing a manager review of Caitlin, who is writing peer reviews of Caitlin, and who is writing upward reviews of Caitlin. 

  • Self review: cannot be edited. Caitlin is the only person who can write a self review of herself.
  • Manager review: can be edited as long as the existing manager review has not already been submitted. Caitlin's manager for the review cycle at hand can be updated and the new manager will be asked to complete a manager review of Caitlin. Only one person can be selected here.
  • Peer reviews: cannot be edited. Editing peers is not yet an option for review admin. We will continue working on this for a future release. All peers that Caitlin nominated to review her will appear here, regardless of approval and acceptance status. 
  • Upward reviews: can be edited. The people included here are Caitlin's direct reports who need to write upward reviews of Caitlin. If Caitlin has no direct reports, the list will say 'None'. Review admin can add direct reports who needs to write upward reviews of Caitlin.Screen_Shot_2019-11-26_at_12.28.29_PM.png

Which participant(s) is __________ reviewing? section lists out all reviews that Caitlin is responsible for writing. It is important to note that this list and all drop down menus will only include participants in the cycle. For example, let's go back to Cailtlin Tilden. 'Which participant(s) is Caitlin reviewing?' would include who Caitlin is writing a self review of (herself), who Caitlin is writing manager reviews of (her direct reports), who Caitlin is writing peer reviews of, and who Caitlin is writing an upward review of (her manager).

  • Self review: cannot be edited. Caitlin is the only person who can write a self review of herself.
  • Manager reviews: can be edited. The people included here are Caitlin's direct reports who 1- are participants and 2- who Caitlin needs to write manager reviews of. If Caitlin has no direct reports, the list will say 'None'. Review admin can add direct reports who Caitlin needs to write manager reviews of.
  • Peer reviews: cannot be edited. Editing peers is not yet an option for review admin. We will continue working on this for a future release. All participants who have nominated Caitlin as a peer will appear here, regardless of approval and acceptance status. 
  • Upward review: can be edited as long as the existing upward review has not already been submitted. This is who is Caitlin responsible for writing an upward review of. Caitlin's manager for the review cycle at hand can be updated and Caitlin will be asked to complete an upward review of that new manager. Only one person can be selected here.Screen_Shot_2019-11-26_at_12.28.37_PM.png

Now that we have the nitty gritty out of the way, let's talk about a couple of use cases. 

❓If a review admin wants to change Caitlin's manager in an active cycle, what steps should be taken? Open Caitlin's individual settings page. Then find the 'Manager review' option under the 'Who is writing reviews of Caitlin?' section. Update Caitlin's manager here and the new manager will be asked to write a manager review of Caitlin. Walahhhh! ✨

❓If a review admin wants Caitlin to write an upward review of someone other than her current manager in 15Five, what steps should be taken? Open Caitlin's individual settings page. Then find the 'Upward review' option under the 'Which participant(s) is Caitlin reviewing?' section. Update the manager that Caitlin needs to write an upward review of here and Caitlin will be asked to write an upward review of this new person. Well, I'll be darned. πŸ€“

❓Can the manager review be of Caitlin be completed by manager Margo and then Caitlin complete her upward review of manager Mitchell? Yes, these two people do not have to be the same. 

For more information on how to edit a participant's individual review settings, see these articles:

Change manager review of participant

Change upward review of participant

 

 

 

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