Managing a review
Launching users, moving users up or down steps, nudging for engagement and completion
6 articles
- Enrol users and launch a reviewLearn how to quickly enrol users and launch performance reviews. This step-by-step guide walks you through setting review status, adding participants, and activating your review cycle with confidence.
- Move users in reviews forward and backLearn how to move users forward and back through review steps, update participation status, regenerate reports, and manage reviewer progression with this comprehensive admin guide.
- Act as a user within a reviewThis guide shows admins how to log in as users or supervisors at any step in the review process for testing and support purposes.
- Regenerate PDF or resend the step emailLearn how to regenerate PDFs and resend step emails in Performance Leader's Review Admin Dashboard. Step-by-step guide for managing review notifications and PDFs for individual users and bulk updates.
- Track review cycle progress and export engagement dataLearn how to track review cycle progress, monitor participant engagement, and export compliance data in Performance Leader. Step-by-step guide for administrators managing performance reviews.
- Use email campaigns to nudge review completionThis guide covers creating dynamic distribution lists, scheduling recurring campaigns, and automating reminders to improve review completion rates in Performance Leader.