Review viewers get read-only access to a participant's performance review results. This article covers adding global review viewers (all past, current, and future cycles) and cycle-specific review viewers (one cycle only).
> Note: Your organization may have renamed this feature. If you don't see Performance Reviews in your navigation, check with your admin for the name used in your account.
Before You Begin
- Adding global review viewers via bulk import requires Account admin access.
- Adding global review viewers via account settings requires Account admin access.
- Adding cycle-specific review viewers requires Review admin or Cycle collaborator access.
- This feature is available on the Perform and Total Platform pricing packages.
Add a global review viewer via bulk import
Global review viewers added this way can see all past, current, and future review results for the assigned participant.
- Go to Settings (gear icon, bottom-left) > People > Import.
- Create a CSV file with two columns:
emailandreview_viewer. - In the
emailcolumn, enter the participant's email address. - In the
review_viewercolumn, enter the review viewer's email address.
- To add multiple review viewers for one participant, separate email addresses with a semicolon.
- Click Choose file at the bottom of the import screen.
- Select your CSV file and confirm the upload.
What success looks like: The import completes without errors and the review viewer appears in the participant's account settings under Best-Self Review® viewer(s).
Add a global review viewer via account settings
- Go to Settings (gear icon, bottom-left) > People.
- Locate the participant in the list.
- Click the participant's name to open their account settings.
- Scroll down to the Best-Self Review® viewer(s) section.
- Add the name or names of the people to assign as review viewers.
- Click Save.
What success looks like: The saved names appear in the Best-Self Review® viewer(s) section when you reopen the participant's account settings.
Add a cycle-specific review viewer
Cycle-specific review viewers can only see results for the single review cycle you assign them to.
- Go to Performance Reviews in the main left navigation.
- Click the name of the review cycle.
- Search for the participant you want to add a review viewer for.
- Click ... next to the participant's name.
- Select Edit individual settings.
- Scroll down to Who can view reviews of [participant]?
- Click Edit.
- Add the names of the people to assign as review viewers.
- Click Save.
What success looks like: The added names appear under Who can view reviews of [participant]? in the individual settings panel.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Bulk import fails with an error | Confirm the CSV has exactly two columns: email and review_viewer with no extra columns or headers |
Reformat the CSV to match the required structure and re-upload |
| Review viewer email not recognized during import | Confirm the email address belongs to an active user in the account | Correct the email address in the CSV and re-upload |
| Best-Self Review® viewer(s) section not visible in account settings | Confirm you are logged in as an Account admin | Log in with an Account admin account and retry |
| Edit individual settings option not available in the cycle | Confirm you have Review admin or Cycle collaborator access for this cycle | Contact your Review admin to verify your cycle permissions |
| Review viewer does not appear after saving account settings | Confirm you clicked Save before navigating away | Reopen the participant's account settings and re-add the viewer |
Not Covered Here
This article does not cover removing review viewers or the viewer experience. See Understand the Edit Individual Settings (EIS) page for additional participant-level settings.