This article explains how to monitor review completion rates and adjust review settings flexibly.
π Track progress, π edit settings, βοΈ update names & periods, π Exchange main reviewers, π§© understand permissions, π handle leadership changes, β ensure completion.
π Review Completion Rate
π Track Progress
When to use it
When you want to see how many participants have filled out or completed a review.
Why itβs useful
It provides a clear overview of the status of your feedback cycles β both at a glance and in detail.
How to use it:
Click Reviews in the menu bar.
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βSelect the Insights tab.
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βUse filters to define which reviews you want to see.
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βA table shows:
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βWho has filled it in
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βWho has marked it as completed
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π Review Display and Search Options
The improved overview makes it easier to find what youβre looking for.
Each review tile now shows:
Review name
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βEmployee name
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βReview period
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βReviewer name
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π You no longer have to include the year in the title. It is displayed automatically.
New search options:
Review period
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βReviewer name
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Icons on the tile also show:
Number of questions
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βNumber of submitted reviews
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βStatus
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βAssigned team
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βYour role
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The timeline under each tile remains visible as before.
βοΈ Editing Existing Reviews
When to use it
When you need to reassign, extend deadlines, archive, or delete a review.
Why itβs useful
It gives you flexibility when timelines shift, teams reorganize, or a review is no longer needed.
How to use it:
Click Reviews in the menu bar.
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βNavigate to the desired review.
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βClick the options icon (β¦ ), where youβll find:
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βEdit β adjust settings
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βArchive β remove from the active list
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βDelete β permanently remove (cannot be undone)
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Under Edit, you can adjust:
Additional reviewers
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βAssigned team
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βFilling period
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βCompletion date
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The settings icon (gear) provides additional information such as:
Who created the review
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βThe template used
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βAssigned review group (if any)
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βοΈ Editing Review Names and Periods (Individual & Group Reviews)
Whatβs this about?
Review names and periods can now be corrected or updated even after creation.
Whatβs new
Individual reviews can be edited directly in All Reviews.
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βGroup reviews are managed centrally in the Group Manager so all related reviews stay consistent.
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Who can edit?
Admins: all reviews β individual and grouped
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βOther users: only reviews or groups they created themselves
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Important notes
Notifications to participants are optional.
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βAutomated review groups remain centrally managed and cannot be edited individually in All Reviews.
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π Exchange main reviewers
When to use it
During role changes, absences, or when someone needs to be replaced.
How it works:
In My To Dos or All Reviews, click the options icon.
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βSelect Replace reviewer.
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βChoose a new reviewer, save, and all participants are notified.
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β οΈ Important: A replacement is only possible while the review is still in To be filled in status.(Meaning: one of the two parties has not yet submitted their form.)
Special cases
Main reviewer has already filled in answers
β They are notified and receive a PDF export; their answers are no longer used in the system.
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βNew main reviewer was previously an additional reviewer
β They also receive a PDF and must complete the review from scratch.
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Notifications:
Both the old and the new main reviewer are notified.
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Permissions
By default only admins can replace reviewers.
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βAccess can be enabled for reviewers or team leads, including leads of higher-level teams.
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βTeam leads can only replace reviewers within their own area of responsibility.
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Bulk replacements
In the Group Manager, multiple reviewers can be replaced at once (within the userβs permissions).
π§© Permissions for Editing Reviews
Not all roles can perform the same actions.
The following table shows who is allowed to do what:
Role | Replace main reviewer | Edit settings | Rename / edit review period | Archive | Delete |
Admin | Yes, as long the Review is in the Status: To be filled in | Admins can edit all settings: additional reviewers, team assignment, filling period, completion date | Yes | Yes (any status) | Yes, as long as no inputs exist (drafts count as inputs) |
Team leads of higher-level teams (e.g., department/area leads) | Yes, if enabled by admins | Only two settings: additional reviewers, team assignment | No | No | No |
Team leads | Yes, if enabled by admins | Only two settings: additional reviewers, team assignment | No | No | No |
Reviewers | Yes, if enabled by admins | Only two settings: additional reviewers, team assignment | No | No | No |
This ensures clear, transparent responsibilities across all review roles.
π What Happens When There Is a Leadership Change?
If a leadership change (e.g., new manager/FΓΌK) happens during an ongoing review cycle, the system behaves as follows:
The previous leader keeps access to all reviews they were assigned to β regardless of their status.
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βIf a review still needs to be completed, the previous leader can still complete it.
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βThe new leader also receives access, since leaders always have insight into reviews assigned to their team or subteams.
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βThe new leader does not receive tasks, because the evaluation continues between the previous leader and the employee.
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βIf the review has not yet been filled out, the main reviewer can be replaced, allowing the new leader to take over the role.
β οΈ Important: Reviewer replacement is only possible while the review is still in To be filled in status.
For more information, see the section: π Replacing Reviewers
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This ensures seamless transitions and continuity in the review process.
β Summary
With these features, you stay fully in control of your review processes:
Monitor completion rates
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βAdjust settings flexibly
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βEdit names and time periods
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βReplace reviewers when needed
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βUnderstand permission levels
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βCorrectly manage leadership changes
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βExecute all actions centrally via the options menu
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This helps ensure that your feedback cycles run smoothly and all reviews are completed as expected.