After a review cycle launches, some settings remain editable and others are locked. Edits of any kind require the cycle's end date to be current or future — extend the cycle first if the end date has passed.
Key Rules
Settings you can edit in an active cycle:
- Cycle name — rename at any time
- Administrators — add review admins via global review settings
- Cycle collaborators — add collaborators directly to the cycle
- Participants — add or remove participants
- Performance Ratings+ formula and rubric — editable until the first review is submitted
- Performance Ratings+ ratings visibility — editable until the first review is submitted
- Repeating cadence — change frequency (quarterly, semi-annually, one-time)
- Review timelines — update due dates and deadlines (note: dates moved out more than 3 days may trigger reminder emails)
- Calibrations — enable until the "Start sharing on" date; disable until at least one session is locked
- Objectives — change objective types (company, group, individual) and timeframe
- Viewing permissions — switch between basic and hierarchy visibility for review answers
- PMA visibility — change private manager assessment visibility for participants and hierarchy
- Peer nomination count — adjust minimum and maximum peer nominations
- Peer nomination approval — toggle between auto-approve and always-require-manual-approval
Settings you cannot edit in an active cycle:
- Review cycle type — the included review types (self, manager, peer, upward) are locked at launch
- Question templates — question content cannot be changed after launch
- Performance Ratings+ formula, rubric, and rating visibility — locked after the first review is submitted
- Peer review transparency — cannot be changed in-app to protect reviewer psychological safety; contact Support to decrease transparency
- Upward review transparency — cannot be changed in-app to protect reviewer psychological safety; contact Support to decrease transparency
Common Misunderstanding
Performance Ratings+ appears in both lists because editability depends on submission status. The formula, rubric, and ratings visibility are editable before any review is submitted, and locked after the first submission occurs.
Related Articles
Edit settings in an active performance review cycle Email notifications for a review cycle Extend a review cycle