Update the Status of a Performance Review

As a full admin, update the status of a Performance Review participant, i.e. Not Started, Started, Shared, and Finalized.

Last Updated: December 6, 2024

In this article:

• Overview
• Requirements
• Update the Status of a Performance Review

Overview

As a full admin, update the status of a Performance Review participant, i.e. Not Started, Started, Shared, and Finalized.

Update a participant's status to allow them to update their responses and comments. 

• Update a participant's status to Started to allow them to update their responses
• Update a participant's status to Shared to allow them to add or update comments

Requirements

• Available to full admin users

Update the Status of a Performance Review

To update the status of a Performance Review participant:

1. Click Reviews in the left-hand navigation menu
2. Click and navigate to the All tab
3. Use the different filters to find the Review; click View to open the Review
4. Click the Review participant's corresponding ⋮ icon (Figure A)
5. Click Change Status (Figure A)
6. Click and expand the status options drop-down (Figure B)
7. Select the new status for the Review participant, i.e. Not Started, Started, Shared, and Finalized
8. Click Change