In this article, we'll show how managers and Administrators can delegate, and undelegate a review to anyone in the organisation. This feature is particularly useful when a manager is away from the business or when a team member transitions to a new manager at the end of the review cycle. In such cases, it may be more appropriate for the initial manager to complete the review.
A few things to know about review delegation:
- The new reviewer can be notified when a review is delegated to them
- Delegated reviews no longer appear in 'As the reviewer'
- Managers can still see a delegated review, with read only access
- Reviews can be delegated to anyone
Note that delegating reviews to other people gives them access to potentially sensitive information. Consider your internal data protection policy before doing this.
We'll cover:
- Steps for a manager to delegate/undelegate a review
- Steps for a Perform administrator to undelegate a review
Steps for a manager to delegate/undelegate a review
- Select the My Team tab:
- Find the team member who has the review to delegate
- Select See reviews for a team member:
- Find the review to delegate
- Select the down-arrow:
- Select Delegate
-
Search for the person who will be doing the review (search on either first or last name):
- Select Save delegation
To undelegate, follow steps 1-5 above, then select Undo delegation:
Steps for a Perform administrator to undelegate a review
- In Perform, open the Administration menu
- Select View everybody:
-
Search for the User with the review to be undelegated:
- Select See reviews
- Find the review to delegate
- Select the down-arrow:
- Select Delegate
-
Search for the person who will be doing the review (search on either first or last name):
- Select Save delegation
To undelegate, follow steps 1-6 above, then select Undo delegation:
Ask the Community🤝
Want to connect with peers and hear how they share and use Review forms in their organisations? Our customer Community is a great place to get quick, relatable advice - so jump in, ask your question, and learn from the wider customer Community.
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The Academy provides structured learning paths you can follow at your own pace, along with live events where you can connect with the Kallidus team and fellow learners. If you're ready to dive deeper into reviews, take a look atOverview of the review process for managers and their team.
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