Performance Reviews – Update Missing Reviewers

Prior to this enhancement, if a review step was paused because a reviewer was missing, the administrator had to submit a work order to update the missing reviewer.

With this enhancement, administrators can now self-update missing reviewers in a paused review step instead of submitting a work order during a review cycle. While the page primarily displays reviewers to be added for paused steps, it is not restricted to them. Even if a step is not paused, for example, when a co-planner is also assigned to the step, missing reviewers still appear on the page if they are available to update in the system. This functionality allows all instances where a reviewer is absent for an in-progress or overdue review step to be easily identified and addressed.

Administrators can now:

  • Update reviewers for multiple reviewees or multiple review steps in a single review task.
  • View all reviewee records with missing reviewers.

The updated reviewer step is automatically reopened for the new manager to resubmit with feedback. Note: The updated reviewer step will reopen automatically only if there is no other review step in the workflow in reopened status.​​​

The step status is not changed to ensure the review cycle is not paused in case feedback from the new manager is not mandatory.

To access this functionality, go to Admin > Tools > Performance management> Tasks >. Select Update Reviewer from the Options menu.

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Considerations

  • This functionality is only applicable for records where a reviewer is missing. It cannot be used to change an existing reviewer​.

  • Missing Reviewers can only be updated if the review step is launched but could not be progressed due to an absence of a reviewer. It will not show records for a future step. This is because before the step launches, if the new reviewer is updated in system, it will automatically update the reviewer in the review step.​

Implementation

This functionality is automatically enabled for all organizations using the Performance module.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Performance Review Task - Manage Grants ability to assign performance review tasks and manage activity within those tasks. This permission works in conjunction with the Admin Visibility settings for the performance review task. Administrators who have this permission and are within the Admin Visibility settings can view the task, edit the task, add users, and view the task details. However, the admin cannot edit the Admin Visibility settings for the task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. The constraints on this permission control which users can be added to the task. Performance - Administration
Performance Review Task Administration Grants ability to create/assign performance review tasks and manage activity within those tasks. This permission also gives the ability to enable and view co-planners for a task from the administration pages. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Performance - Administration
Task - View Grants ability to view assigned tasks via Scheduled Tasks screen and Welcome Page My Tasks widget. This is an end user permission. Core
View Performance Reviews Grants ability to view the Performance Reviews page, which displays a user's own past performance reviews as well as performance review task steps they've been assigned to complete. This also grants ability to view the Batch Rating page. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an end user permission. Performance