Edit individual settings for participant

Review administrators and cycle collaborators can update who a participant is writing a review of AND who a participant is being reviewed by in an active cycle; including manager and upward reviews. The 'Edit individual settings' page allows review administrators to take control of who is reviewing whom. This customization is also extremely beneficial for companies with any reporting structure other than hierarchal- in other words, a lot of our customers.

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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, making a manager change in the middle of the cycle is reversible through the process outlined in below.


Edit an individual's review settings

1. Click on Features from the left navigation.

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2. Click on 'Best-Self Review'.

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3. Find the cycle that needs updating, click the name of the cycle or the '...' to the right and then 'View review cycle'.

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4. Use the 'Participants' filter and any other filter needed or the search bar to find the person whose review settings need to be updated. Remember, you are searching for participants here and not for review writers. Only the people who are participating in the cycle will have the edit individual settings page. 

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5. Use the '...' option to the right of the participant who needs to be updated and click 'Edit individual settings'.

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Note

Only review admins have the ability to update a participant's individual review settings.

6. After clicking "Edit individual settings" you will see two sections on the "Review settings for [Individual]" page: 1) "Who’s writing reviews of [Individual]?" and "2) Which participant(s) is [Individual] reviewing?" Continue reading to learn what those settings mean.


Who’s writing reviews of [Individual]?

The "Who’s writing reviews of [Individual]?" section lists out all reviews that are being written about the participant.

For example, let's say the participant is Jane Meldrum. 'Who's writing reviews of Jane Meldrum?' would include who is writing a self review of Jane, who is writing a manager review of Jane, who is writing peer reviews of Jane, and who is writing upward reviews of Jane. 

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Self review

The "Self review" selection cannot be edited. Reason being, Jane is the only person who can write a self review of herself.

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Manager review

The "Manager review" field can be edited as long as the existing manager has not yet submitted a manager review of the participant.

Jane's manager for the review cycle at hand can be updated and the new manager will then be asked to complete a manager review of Jane. Only one person can be selected here.

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Additional manager

The "Additional manager" field can be edited by review administrators and cycle collaborators. If the participant, in this case Jane, needs an additional manager other than her current manager for the cycle, you can add them here. This additional manager has access to view reviews and results for the participant. The additional manager cannot write another manager review, but they are able to see into the participant's results including private manager assessment answers from the main manager. Anyone in any role can be an additional manager for a participant. 

Let's say as a cycle is coming to a close, Jane gets a new manager. This is common and a perfect example of when adding an additional manager is needed. Adding this new manager is beneficial for both managers, as well as Jane. In this case, any review admin or cycle collaborator can add an additional manager and that additional manager will see all of Jane's review results for this cycle. 

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If you need to add an additional manager for all past, current, and future cycles for an individual, you can add an additional manager for all cycles on the individual's account settings

Peer reviews

The "Peer reviews" field can be edited by review administrators and cycle collaborators. All of Jane's nominated peers will appear here, regardless of approval and acceptance status. Options for editing will vary depending on which step of the process a nomination is in.

In this case, Jane's manager approved the nomination for Eugenia, but Eugenia declined the nomination. Jane's manager approved the nomination of John, and now John needs to accept/decline the nomination- hence the 'Nudge' option. Jane's manager has not approved the nomination of Leah, but as a review admin you can step in and approve/deny on their behalf. Jane's manager denied the nomination of Nala which means Nala never knew she was even nominated and the process is complete for that nomination. 

Jane's peers can be removed up until acceptance. 

Clicking 'Remove' will delete the nomination and free up space for Jane to make another nomination if needed.

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Upward reviews

The "Upward reviews" field can be edited. The people listed here are Jane's direct reports who are tasked with writing an upward review of Jane. If Jane has no direct reports, the list will say 'None'. Review admin can manually add anyone to this field who they want to write an upward review of Jane.

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Which participant(s) is [Individual] reviewing?

The "Which participant(s) is [Individual] reviewing?" section lists out all reviews that an individual is responsible for writing. It is important to note that this list and all drop down menus will only include participants in the cycle.

'Which participant(s) is Jane reviewing?' would include who Jane is writing a self review of (herself), who Jane is writing manager reviews of (her direct reports), who Jane is writing peer reviews of, and who Jane is writing an upward review of (her manager).

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Self review

The "Self review" selection cannot be edited. Again, reason being that Jane is the only person who can write a self review of herself.

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Manager reviews

The "Manager reviews" field can be edited. The people included here are Jane's direct reports who are review cycle participants- aka who Jane needs to write manager reviews of.

If Jane has no direct reports or if none of Jane's direct reports are participants, the list will say 'None'. Review admin can manually add direct reports that Jane needs to write manager reviews of.

Keep in mind that each participant can only have one manager review written about them. So Jane and another manager could not both write manager reviews for someone. 

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Peer reviews

The "Peer reviews" field cannot be edited here- it is not an option for review administrators to edit who Jane is writing peer reviews. We will continue working on this for a future release. However, all participants who have nominated Jane as a peer will appear here as read-only, regardless of approval and acceptance status. 

    • Cycle collaborators can navigate to the participant's settings and edit their peers to remove or add someone. For example, if I am a cycle collaborator and I didn't want Jane to write a peer review for Eugenia, I could edit Eugenia's individual settings and deny or remove Jane as a peer. 
    • Additionally, if peer initiated reviews are the setting, all people that Jane has chosen to write a peer review of will appear here.

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Tip

If you would like to deny or remove Jane as a peer from Eugenia or Desiree, you can edit their individual settings. As long as Jane has not accepted the nomination, you can take action.

Upward review

The "Upward review" field can be edited as long as the existing upward review has not already been submitted.

This is who Jane is responsible for writing an upward review of. Jane's manager for the review cycle at hand can be updated and Jane will be asked to complete an upward review of that new manager. Only one person can be selected here.

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Tip

Use the search bar at the top of the page to edit another participant's individual settings page! Screen_Shot_2020-09-03_at_11.16.00_AM.png


Use Cases

  • If a review admin wants to change Jane's manager in an active cycle, what steps should be taken? Open Jane's individual settings page. Then find the 'Manager review' option under the 'Who is writing reviews of Jane?' section. Update Jane's manager here and the new manager will be asked to write a manager review of Jane. Walahhhh! 
  • If a review admin wants Jane to write an upward review of someone other than her current manager in 15Five, what steps should be taken? Open Jane individual settings page. Then find the 'Upward review' option under the 'Which participant(s) is Jane reviewing?' section. Update the manager that Jane needs to write an upward review of here and Jane will be asked to write an upward review of this new person. Well, I'll be darned. 
  • Can the manager review be of Jane be completed by manager Margo and then Jane complete her upward review of manager Mitchell? Yes, these two people do not have to be the same. 
  • I am a cycle collaborator, can I manage peers from this page? Yes, absolutely. You can edit peers for participants using the 'Edit individual settings' page. You can also manage peers for participants from the 'Peer nominations' page.

If you are looking for a more detailed walkthrough on changing individual review settings, here are a couple articles.

Success Center article 🗒: Change manager review of participant 

Success Center article 🗒: Change upward review of participant

Success Center article 🗒: Add an additional manager for a participant

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