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Unable to close a performance review

I'm looking to end a review, however, this option doesn't appear.

J
Written by Joshua Shooter
Updated over 2 months ago

If you're an admin and you can't close your monthly review, this works as designed. Your review needs to be closed by a different system admin.
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If this is another user's review, admins can view the close option if all the information is populated and if the review is shared by both the employee and the manager.
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Reviews must be completed, shared, and closed before a new review can be implemented.
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As an admin, you will be able to close other's performance review.

πŸ“ŒNote: The fields will need to be completed in order for it to be closed.

To do this:

  1. Click Access Button image then click Employees.

  2. Select the relevant employee then click Performance.

  3. Open the current review and complete it accordingly.

  4. Click Save then Share.

  5. Complete the manager's part if needed and click Save.

  6. Click Share then Close Review.

πŸ“ŒNote: If the option for share does not appear, this means that the review still has incomplete sections remaining.

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