Maintaining review cycles (rename, managing editors, settings, deleting) in Performance+

Overview:  

This article explains how to view and manage Review Cycles, configure settings, assign editors, and perform administrative actions such as renaming or deleting a cycle.

TABLE OF CONTENTS

• Viewing the Review Cycle details page
  • How to Access
  • Settings Tab Overview
    • A. General Information
    • B. Goal Phase Details
• Managing Review Cycle Editors
  • Who can Manage Cycle Editors?
    • Accessing the Manage Editors Modal
  • Adding and Removing Editors
  • Renaming and Deleting a Review Cycle
    • Rename Review Cycle
    • Deleting Review Cycle

Viewing the Review Cycle details page

• The Review Cycle details page provides a complete overview of a cycle's configuration and allows authorised users to make updates via the Settings tab.

How to Access

1. Go to Performance+ > Review Cycle

2. From the list, click the Review Cycle.

Note: Cycle editors can only view cycles where they are assigned as editors.

Once opened, you can navigate between:

• Phases
• Settings

Settings Tab Overview

• The Settings tab contains the core function of a Review Cycle and is divided into two sections:

A. General Information

This section displays:

• Review Cycle name
• Timeline

Editing Rules

• Admins always have access to the Edit option
• General Information can be edited at any time, regardless of
  • Cycle Status
  • Whether goal or review phases already exist

The system automatically manages any downstream validations when changes are made.

B. Goal Phase Details

This section shows:

• Whether goal phases are included
• Number of goal levels (one-level or two-level)
• Rating level (goal-level or sub-goal-level)

Note: Once goal phase is created, the goal structure cannot be changed. This ensures consistency for all participants in the cycle.

Managing Review Cycle Editors

• Each Review Cycle can have one or more Cycle Editors, who act as owners of that cycle.

How Editors are Assigned

Editors can be granted access in two ways:

1. Via the role permission:

               "View all created review cycles and manage cycle editors" 

      2. Via per cycle assignment as a Cycle Editor

Both can manage editors, but with different scopes.

Who can Manage Cycle Editors?

A user can add or remove cycle editors if they:

• Have the permission "View all created review cycles and manage cycle editors" (can manage editors for all cycles), or
• Are Already a Cycle Editor for that specific cycle (can manage editors for that cycle only)

Accessing the Manage Editors Modal

1. Go to Performance+ > Review Cycles.

2. In the Review Cycles list, locate the Editors column.

3. Click Manage for the desired cycle.

Note: The Manage link is only visible to users with the appropriate access.

Adding and Removing Editors

In the Manage Editors modal:

• Use the search field to find employees
• Add one or more users as editors

• Remove existing editors by clicking the X next to their name

• Click save to apply changes

Renaming and Deleting a Review Cycle

Rename Review Cycle

• Admins and Cycle Editors can rename a Review Cycle from the three-dot menu > Rename.

Note: 

• The name cannot be empty
• The name must be unique and not duplicate another Review Cycle

Deleting Review Cycle

• Deleting a Review Cycle permanently removes:
  • The cycle itself
  • All associated goal phases
  • All associate review phases
• Access this action via three-dot menu > Delete.

To confirm deletion: 

• The admin must type the exact word DELETE

• If the text does not match, the Confirm button remains disabled

⚠️ This action is irreversible. Deleted cycles and phases cannot be recovered.

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