Edit individual settings for participant

Once a review cycle has been created, review admins and cycle collaborators can edit individual settings for that review cycle on a participant's "Edit Individual Settings" (EIS) page. On the EIS page, you can change who is responsible for writing reviews about a person, add cycle-specific review viewers, and see a list of who the participant is responsible for reviewing.

Editing an individual's settings only affects the review cycle you're editing settings for. Manager and direct report changes within a cycle will not update anywhere else in 15Five.

In this article, you will learn...

If you're looking for a more detailed walkthrough on changing individual review settings, check out these additional resources ⬇️

Help Center article 💡: Change manager review of participant 
Help Center article 💡: Change upward review of participant
Help Center article 💡: Add a review viewer for a participant

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Note

Only review admins and cycle collaborators can update a participant's individual review settings.

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Access an individual's review settings

  1. Click on Best-Self Review® in 15Five's main, left-hand navigation bar.
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  2. Click on the name of the review cycle you want to manage settings in.
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  3. Use filters or the search bar to find the person whose review settings need to be updated. Here, you should search for the name of the individual participant whose review authors you want to edit.
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  4. Click '...' to the right of the individual's name, then select 'Edit individual settings' from the dropdown menu.
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  5. You'll be led to the person's "Review settings" page. On this page you'll see three sections:
    - Who’s writing reviews of [Participant]? This section allows you to customize who is responsible for writing reviews about a review cycle participant.
    - Who can view reviews of [Participant]? This section allows you to add cycle-specific review viewers for the participant. Read more in our "Add a review viewer for a participant" Help Center article.
    - Which participant(s) is [Participant] reviewing? This section is read-only, and allows you to see what reviews the participant is responsible for writing. You can click into the names of people listed in this section to open their individual settings page.
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Tip

Use the search bar at the top of the page to edit another participant's individual settings page.
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Who’s writing reviews of [Participant]?

The 'Who’s writing reviews of [Individual]' section on a participant's 'Edit Individual Settings' (EIS) page includes everyone who is responsible for writing a review about that person. From here, you can edit who is responsible for writing a manager review, upward review, or peer review about the review cycle participant.

For example, let's say the participant whose individual settings page you're on is Jane Meldrum. The 'Who's writing reviews of Jane Meldrum?' section would include whose responsible for 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, as Jane is the only person who can write a self review of herself.

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. If you edit Jane's assigned manager here, the new manager will then be asked to complete a manager review of Jane. Only one manager review author can be appointed.

Peer reviews

The "Peer reviews" field contains all of Jane's nominated peers, regardless of approval and acceptance status. If the participant hasn't nominated any peers yet, you'll also see the option to Nudge them to nominate peers. Options for editing will vary depending on which step of the process a peer nomination is in.

  • If the peer nomination was denied by the manager, you can 'Remove' the nomination.
  • If the peer nomination was approved by the manager, and the peer declined the nomination, you have the option to 'Remove' the nomination.
  • If the peer nomination was approved by the manager, and the peer hasn't yet responded to the nomination, you can either 'Nudge' the peer to accept or decline the nomination, or remove the nomination.
  • If the peer nomination hasn't been approved or denied by the manager, you can either 'Deny' or 'Approve' the peer nomination.

Clicking 'Remove' will delete the nomination and free up space for either the review participant, their manager, or a review admin/cycle collaborator to nominate a new peer in their spot.

Help Center article 💡: Manage my peer nominations
Help Center article 💡: Manage peer nominations for a review cycle participant

Upward reviews

The "Upward reviews" field contains all of 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'.

You can manually add anyone to this field who you want to write an upward review of Jane.


Who can view reviews of [Participant]?

The 'Who can view reviews of [Participant]?' section of a participant's 'Edit Individual Settings' (EIS) page allows you to manage cycle-specific review viewers for the participant. Review viewers can see all submitted reviews written about a person, as well as all review results and reports for that person.

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To manage cycle-specific review viewers, click Edit to the right of the 'Viewers' field. Add a new review viewer by typing their name into the field, or remove a viewer by clicking the "X" next to their name. Remember to Save your changes.

Help Center article 💡: Add a review viewer for a participant
Help Center article 💡: Access reviews as a review viewer


Which participant(s) is [Participant] reviewing?

The "Which participant(s) is [Individual] reviewing?" section on a person's 'Edit Individual Settings' (EIS) page lists out all reviews that an individual is responsible for writing. This section is read-only, meaning you cannot edit who a person is responsible for reviewing from their own EIS page. That said, you can click on the hyperlinked name of a person to open their EIS page and edit review authors from there.

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Use Cases

  • If a review admin or cycle collaborator 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. 
  • If a review admin or cycle collaborator 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 review admin or 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.
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