After all reviews are submitted, managers, Review admins, and cycle collaborators complete the review summary, share results with participants, and finalize the review. Finalized results are locked from further edits unless explicitly reopened.
Before You Begin
- All reviews for the participant must be submitted before you can complete the summary.
- If calibration sessions are part of the cycle, hold and lock them before sharing results.
- You must have a Manager, Review Admin, or Cycle Collaborator role for the relevant participant.
Steps
- Navigate to Reviews in the left sidebar.
- Select the active review cycle.
- Locate the participant whose summary you want to complete.
- Click View summary next to the participant's name.
- Review all submitted self, manager, peer, and upward reviews in the summary panel.
- Enter your written summary in the Summary field.
- Click Save to preserve your draft without submitting.
- Schedule a meeting with the participant to discuss results.
- When ready to share, click Share results on the participant's summary page.
- Confirm the share action in the dialog that appears.
- Hold the scheduled meeting with the participant.
- Return to the participant's summary page to make any final edits.
- Click Finalize to lock the summary and results.
- Confirm the finalization in the dialog that appears.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Share results button is unavailable | Verify all required reviews are submitted | Follow up with outstanding reviewers or mark incomplete reviews as exempt if your cycle settings allow it |
| Cannot edit the summary after sharing | Results are locked once shared | Use the unshare/reopen workflow to unlock results, make edits, then re-share |
| Participant cannot see their results | Confirm you clicked Share results, not just Save | Return to the summary page and click Share results |
| Finalize button is unavailable | Check whether calibration sessions for this participant are still open | Lock the calibration session, then return to finalize |
Not Covered Here
This article does not cover undoing a shared or finalized review — see Undo shared and finalized reviews.