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πŸ“ Managing Reviews: Overview & Best Practices

Updated over a week ago

This article explains how to monitor review completion rates and adjust review settings flexibly.

πŸ“Š Track progress, πŸ›  edit settings, ✏️ update names & periods, πŸ” Exchange main reviewers, 🧩 understand permissions, πŸ”„ handle leadership changes, βœ… ensure completion.


πŸ” Review Completion Rate

πŸ“ˆ Track Progress

When to use it

When you want to see how many participants have filled out or completed a review.

Why it’s useful

It provides a clear overview of the status of your feedback cycles – both at a glance and in detail.

How to use it:

  1. Click Reviews in the menu bar.
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  2. Select the Insights tab.
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  3. Use filters to define which reviews you want to see.
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  4. A table shows:
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    • Who has filled it in
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    • Who has marked it as completed
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πŸ—‚ Review Display and Search Options

The improved overview makes it easier to find what you’re looking for.

Each review tile now shows:

  • Review name
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  • Employee name
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  • Review period
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  • Reviewer name
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πŸ‘‰ You no longer have to include the year in the title. It is displayed automatically.

New search options:

  • Review period
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  • Reviewer name
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Icons on the tile also show:

  • Number of questions
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  • Number of submitted reviews
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  • Status
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  • Assigned team
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  • Your role
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The timeline under each tile remains visible as before.


✏️ Editing Existing Reviews

πŸ”§ Edit Ongoing Reviews

When to use it

When you need to reassign, extend deadlines, archive, or delete a review.

Why it’s useful

It gives you flexibility when timelines shift, teams reorganize, or a review is no longer needed.

How to use it:

  1. Click Reviews in the menu bar.
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  2. Navigate to the desired review.
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  3. Click the options icon (… ), where you’ll find:
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    • Edit – adjust settings
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    • Archive – remove from the active list
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    • Delete – permanently remove (cannot be undone)
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Under Edit, you can adjust:

  • Additional reviewers
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  • Assigned team
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  • Filling period
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  • Completion date
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The settings icon (gear) provides additional information such as:

  • Who created the review
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  • The template used
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  • Assigned review group (if any)
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✏️ Editing Review Names and Periods (Individual & Group Reviews)

What’s this about?

Review names and periods can now be corrected or updated even after creation.

What’s new

  • Individual reviews can be edited directly in All Reviews.
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  • Group reviews are managed centrally in the Group Manager so all related reviews stay consistent.
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Who can edit?

  • Admins: all reviews – individual and grouped
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  • Other users: only reviews or groups they created themselves
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Important notes

  • Notifications to participants are optional.
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  • Automated review groups remain centrally managed and cannot be edited individually in All Reviews.
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πŸ” Exchange main reviewers

When to use it

During role changes, absences, or when someone needs to be replaced.

How it works:

  1. In My To Dos or All Reviews, click the options icon.
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  2. Select Replace reviewer.
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  3. Choose a new reviewer, save, and all participants are notified.
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⚠️ 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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  • New 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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  • Access can be enabled for reviewers or team leads, including leads of higher-level teams.
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  • Team 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 user’s permissions).


🧩 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.


πŸ”„ 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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  • If a review still needs to be completed, the previous leader can still complete it.
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  • The new leader also receives access, since leaders always have insight into reviews assigned to their team or subteams.
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  • The new leader does not receive tasks, because the evaluation continues between the previous leader and the employee.
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  • If the review has not yet been filled out, the main reviewer can be replaced, allowing the new leader to take over the role.

    • ⚠️ Important: Reviewer replacement is only possible while the review is still in To be filled in status.

    • For more information, see the section: πŸ” Replacing Reviewers
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This ensures seamless transitions and continuity in the review process.


βœ… Summary

With these features, you stay fully in control of your review processes:

  • Monitor completion rates
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  • Adjust settings flexibly
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  • Edit names and time periods
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  • Replace reviewers when needed
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  • Understand permission levels
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  • Correctly manage leadership changes
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  • Execute 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.

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