What is the difference between globally excluding and cycle-excluding a participant from a performance review?

Global exclusion blocks a participant from all review activity across every cycle, including peer nomination. Cycle-level exclusion limits a participant's active review tasks within one cycle but preserves their availability for peer nomination and allows re-addition to that cycle later.

Key Rules

  • Globally excluded individuals and groups cannot be participants in any cycle, will not receive self-review, manager review, or upward review requests, and cannot be nominated as a peer.
  • Cycle-excluded individuals and groups will not receive a self-review request, may still receive manager review or upward review requests, and can be nominated as a peer.
  • Cycle-excluded people can be re-added as full participants at any point before the cycle ends.
  • Global exclusions are configured in Best-Self Review® global settings. Cycle exclusions are configured within the specific review cycle setup.

Common Misunderstanding

Cycle-level exclusion does not function as a lighter version of global exclusion — the two settings have a meaningful behavioral difference. Only global exclusion prevents a person from appearing as a peer nomination option.

Related Articles

-

Was this article helpful?

Sorry to hear that. Tell us what was missing →