Understanding the various roles in a review cycle is key to ensuring the cycle runs smoothly. Since there are different levels of participation in a review cycle, it is important to know which role is responsible for which actions. This article defines each role and its permissions in Best-Self Review®.
Participant: Participants are people who are having reviews written about them. If someone is not a participant, reviews will not be written about them. When a review administrator creates a review cycle, they decide who the participants should be. Participants are responsible for things like writing a self review, nominating peers, and participating in a final meeting with their manager.
Review writer: People who are responsible for writing reviews about a participant(s). Review writers do not have to be participants themselves. If someone's manager is a participant in the cycle, they may be asked to write an upward review—even if the direct report isn't a participant too. If you have to write a review, self, manager, peer, or upward review, you are a review writer.
Peer: Peers are people responsible for accepting/declining a peer nomination from a participant. If the peer accepts, they are also responsible for writing a peer review about the participant. Peers may or may not be participants in the review cycle.
For peer initiated peer reviews, peers themselves (not participants) are responsible for selecting the participant(s) they want to write a peer review about and then writing the peer review. In peer initiated peer reviews, there is no nomination process. For more information about the differences between the two, see this article.
Upward reviewer: Upward reviewers are people responsible for writing an upward review about their manager. In this case, the manager is a participant in the cycle. Upward reviewers are typically direct reports, but review administrators can edit upward reviewers for all participants. Upward reviewers may or may not be participants themselves in the review cycle.
Manager: Managers are people who are responsible for writing manager reviews about their direct reports, assuming the direct reports are participants in the cycle. Managers are also responsible for approving/denying peer nominations for their direct reports, sharing & finalizing results, and holding a final review meeting. Managers may also be able to remove feedback from their direct reports' peer or upward reviews, if the setting is enabled by review administrators.
Additional manager: Additional managers are people who have permission to view review results for a participant that may or may not be their direct report; additional manager meaning in addition to the person's current manager in the review cycle. Think of this role in terms of visibility purposes only—additional managers can view and report on answers for participants that they are an additional manager for. Additional managers are helpful in change management, dotted line, and matrixed scenarios. Account administrators can add an additional manager to past, current, and future cycles from the person's account settings page via 'Manage people' or review admins can add an additional manager for a specific cycle by editing individual settings.
Cycle collaborator: Cycle collaborators are added to a specific Peer Only Review cycle by a review administrator to help manage a cycle and its results. Cycle collaborators have visibility and cycle editing rights to only the cycle(s) that they are added as a collaborator for. Cycle collaborators are added during the creation of a review cycle and can help finish setting up a cycle, manage peers for participants, download reports, edit settings for an active cycle, share and finalize results on behalf of managers, and lock a cycle.
Cycle collaborators cannot be added after the initial cycle setup is complete, cannot create review cycles from scratch, and cannot create or edit question templates.
Cycle collaborators are only available for Peer Only Reviews at this time.
If a review administrator wants to give themselves the ability to manage peer and/or share & finalize results, they can make themself a cycle collaborator as well. Again, only an option for Peer Only Reviews at this time.
Review administrator: Review administrators are able to create and edit review cycles, create and edit question templates, report on cycle progress, view all submitted reviews and results, and lock review cycles. Review administrators have visibility into all review cycles that were created while in the role. If a review administrator is added after a cycle has begun or after a cycle has ended, there will be an option to allow or restrict visibility into those previous cycles. Manage your review administrators here. Review admins don’t have to participate in a review cycle to see progress and results.