Once the cycle set-up is complete, bob offers a “pending launch” dashboard so you can review and make any final adjustments before launching the process.

We recommend you verify the review title, the participants amounts, the forms, cycle duration and make sure the reviewers are as expected.

For your convenience, you can use the participants filters and search or export to an xlsx file.

Participants management

  1. Add participants to cycle: use the add logo to select additional participants.

2. Remove participant from cycle: click on the 3 dots next to the employee name and choose the remove from cycle option.
Please note that if you complete this action and the employee or other who have been invited to review the employee have submitted their review, these reviews will be lost and are not able to be reinstated.

3. Replace reviewing manager: click on the 3 dots next to the manager name and choose the replace option.
If the original manager has completed a review and you would like this kept please be sure to select this option. When the manager you have changed to review goes into the form to complete the review they will see the answers of the original manager prepopulated in the answers.

4. Invite peers: you can invite peers in advance or have employees and managers invite peers as defined in the cycle setting (managers can invite peers by default, employees can invite peer if you turn this option on in the cycle setting).

Actions

You can always return to the cycle settings and make changes by clicking on the edit button. You can also choose to view forms, duplicate or delete the cycle.

Changing the cycle owner will give all the management capabilities to the selected employee, only one employee can manage the cycle at any one time.

Review timeline

Review invitations are sent to all participants once the review is launched so everyone can start and submit their responses immediately. You can customize the reminders by the participant type. Choose the reminder dates for each review type based on your cycle timeline and use the sharing settings (checkboxes in the forms section under cycle set up) to control when managers can access their employee’s reviews. You will be able to control reminder dates through the cycle settings once you launch the review.

When you are ready, click on the Launch button to begin the process!

Need more help? If you're unsure about anything please send us a message through the chat icon below.

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