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Configuring Reviewer Assignments

This article covers assigning reviewers to the applicants in a review group. To create a review group, see Review Groups: A Detailed Guide.

Use the Reviewer Assignment page to add reviewers to a review group and decide which applicants each reviewer scores.

To get started, go to Review, open a review group, and click Reviewer Assignment in the menu beside the group.

The Reviewer Assignment page of a review group, with the Assignment strategy panel, coverage summary, Reviewers list and Needs reviewers list.

First, add the reviewers. Click into the search field under Reviewers. A list of eligible staff is displayed. Scroll through the list or start typing a name, then click Add next to each reviewer you want in the group.

Note: If you cannot find a reviewer in the list, they do not yet have an account. To learn how to create an account for them, click here.

The Add reviewer field open on the Reviewer Assignment page, listing eligible staff accounts with an Add button beside each name.

Next, choose how applicants are matched to your reviewers. Under Assignment strategy, select one of the three options:

  • All reviewers: every reviewer scores every applicant. This works best for small groups and committees. For example, with six applicants and two reviewers, both reviewers are assigned all six applications.

  • Random: each applicant is given a set number of reviewers, and applicants are spread evenly across your reviewers. For example, with six applicants, two reviewers and one reviewer per applicant, each reviewer is assigned three applicants. Use Reviewers per applicant to set the number.

  • Manual: you choose which reviewer scores which applicant. Nothing is assigned automatically.

Selecting a strategy creates a draft and nothing changes yet. For All reviewers and Random, a message shows how many assignments will be created. Click Review & apply to apply the strategy, or Discard to cancel. For Manual, click Save strategy.

The All reviewers strategy selected, with a note that applying it creates 12 assignments and the Review and apply and Discard buttons.

The row of numbers below the strategy shows Coverage, Fully covered, Needs reviewers and Reviews completed, so you can see at a glance how many applicants still need a reviewer.

Applicants who still need reviewers are listed under Needs reviewers. With Manual (or to adjust any other strategy), check the box next to an applicant, then click Assign to reviewer. To select everyone in the list, check Select all. To let the system spread the remaining applicants across your reviewers, click Auto-assign remaining.

Callahan, Owen ticked in the Needs reviewers list, with the 1 applicant selected bar and the Assign to reviewer button below the list.

Click the name of the reviewer who should score the selected applicant(s). A reviewer who already has all the selected applicants is not available.

The Assign 1 applicant to dialog listing the reviewers Anders, Wesley and Ashby, Dana, with a Cancel button.

The applicant leaves the Needs reviewers list, and the Assigned count for that reviewer goes up.

The Reviewer Assignment page after an assignment, with Anders, Wesley showing 1 assigned applicant and coverage at 17 percent.

To see or change the applicants assigned to a reviewer, click the side panel icon in that reviewer's Actions column. The panel shows how many applicants are assigned, completed and pending, and lists each assigned applicant.

The reviewer side panel for Anders, Wesley, with Assigned, Completed and Pending counts and Callahan, Owen in the assigned applicants list.

To unassign an applicant, check the box next to their name and click Unassign selected. The applicant returns to the Needs reviewers list. To take a reviewer out of the group altogether, click Remove reviewer from group at the bottom of the panel.

The reviewer side panel with Callahan, Owen ticked and the Unassign selected (1) button active.

Note: Once any applicant in the group has a score, the assignment strategy can no longer be changed. You can still make manual adjustments under Reviewers and Needs reviewers.

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