Click here to watch the video!
1. Click on Filter Icon
Under the Reviewees tab, click the filter icon
2. Selecting Filter Criteria
You can filter reviewees using different options such as managers, departments, peers, goals status, self-review status, manager review status, and release review status. This helps you view only the employees that match the selected criteria
3. Filter by Manager
If you want to see reviewees under a specific manager, click on the Managers filter. A list of managers will appear. Tick the checkbox next to the manager’s name you want to view, and the Reviewee tab will show only their direct reports
4. Search for a Manager
You can also type the manager’s name in the search bar to quickly find and select them. However, please note that if you want to view the reviewees under their respective managers, you need to tick the checkbox next to the manager’s name
5. Filter by Department
You can also filter reviewees by their department. Click on the Department filter, choose the department you want, and the Reviewee tab will show only the reviewee from that department
6. Select Peers Category
If you want to see which reviewees have their peer review submitted, click the Peer filter and tick the checkbox next to Selected. If you want to check the reviewees whose peer review is approved, tick the checkbox next to Approved. To view the reviewees whose peer selection has not yet started, tick the checkbox next to Not Started
7. Filter Reviewee Goal Status
You can use the filters to check goal status: select Selected to see reviewees who have submitted their goals, Approved to see reviewees whose goals are approved, and Not Started to see reviewees who have not submitted their goals yet
8. Filter Reviewee Self-Review Status
Select Pending to see reviewees who have not submitted their self-review, and Completed to see reviewees who have submitted their self-review
9. Filter Manager Review Status
Select Pending to view reviewees whose manager review is not yet submitted, and select Completed to view those whose manager review has been submitted
10. Access Release Reviews Section
Select Completed to see the reviewees for whom you have already launched the release review, and select Pending to see the reviewees for whom the release review has not been launched yet
