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1. Adding Reviewers
In Step 5 Reviewers tab, you can add reviewers for the review cycle. This section displays all the reviewer types that are enabled for the cycle. For Manager Review and Direct Report Review, the system automatically assigns the required mappings. However, for Peer Review, if you want to add peer reviewers directly from Step 5, you can do so by clicking on the Peer Review
2. Adding Peer Reviewers via CSV
After clicking on the Peer Review option, you can add reviewers using two methods:
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Import CSV: Upload a CSV file to add peer reviewers in bulk.
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Manual Addition: Add reviewers directly from the UI.
If you prefer adding reviewers through a CSV file, click on the Import CSV option
3. Downloading and Using the CSV Template for Reviewer Import
After clicking on Import CSV, you will see an option to download the CSV template used for adding peer reviewers. Click Download to get the template. The template contains the following three columns, which must be filled correctly: ReviewerEmail, RevieweeEmail, & ReviewerType. Please ensure that you upload the reviewer, reviewee, and reviewer type details in the same template format for the import to work successfully
4. Uploading Reviewer Details via CSV
Once you have entered all the reviewer details in the CSV file, you need to upload it, so the information appears in the UI. To do this, go back to the Peer Review option and click on the Import CSV option again
5. Uploading the Completed File
Click on the Click here to upload CSV option and then upload the completed CSV file
6. Viewing Imported Details in Reviewers tab
Once the file is uploaded, the reviewer details, reviewee details, and reviewer type will be added and displayed under the Peer Review section in Step 5 Reviewers
7. Adding Reviewers Manually
You can also add reviewers directly from the UI by clicking on the Add Reviewers option. This allows you to manually select and assign peer reviewers without using a CSV file
8. Selecting Reviewers and Reviewees
After clicking on the Add Reviewers option, follow these steps: Select the reviewer you want to add. A list of available reviewers will load. If the reviewer’s name does not appear in the list, type the name in the text box under Reviewer to search for them. Select the reviewee for whom this reviewer will provide peer feedback. Choose the relationship type as Peer. This ensures the reviewer is correctly assigned to provide peer feedback for the selected reviewee
9. Adding Additional Reviewers
You can add more reviewers by clicking on the Add Another Reviewer option. This allows you to assign multiple reviewers to the same reviewee as needed
10. Confirm Add Reviewers
Click Add to finalize adding the selected reviewers
11. Viewing Added Reviewers
The details of the added reviewer, reviewee, and reviewer type will appear in the Reviewer tab under the Peer Review section
12. Filtering Reviewers
You can use the Filters panel to sort reviewers by Department, Location, Managers, and Tenure
13. Adding Custom Reviewers
To add reviewers to Custom Review, you can follow the same methods used for Peer Reviewers: Upload via CSV – Click on Import CSV, fill in the reviewer, reviewee, and reviewer type details, and then upload again. Manual Addition – Click on the Add Reviewers button to manually select and assign reviewers
14. Removing an Added Reviewer
If you want to remove an added reviewer, you can do so by clicking the minus (–) icon next to the reviewer’s name. This will remove the reviewer you no longer need
15. Save And Continue
After adding all reviewers for peers and skip manager (custom review), you can click Save & Continue to save your changes
