If you are a reviewee, when a review is sent to you, you can start answering the questions related to you in the review.
After you write your answers to the question sets in the review, you will complete your part of the review.
Once you've completed a review, you can press the "Submit" button at the bottom of the page. The review will then move on to the next state.
If you are an employee of the company: After you have completed the review, click the "Submit" button and the review will be forwarded to the reviewer. The reviewer then fills in their parts in the review. The review state at the point would be "Waiting for self-review"
If you are a reviewer: The reviewer will first answer the questions in the review and submit the review to you. The review state will update to "Waiting for the reviewer". From here, you can answer the questions in the review.
If Signature is Off: After typing your answers in the relevant fields, click either the "Release for discussion" or "Release & Finalize" button. The review state during this time will be "Waiting to be finalized".
If Signature is On: After typing your answers in the relevant fields, click either the "Release for discussion" or "Release & Send for Signature" button. The review state during this time will be "Waiting to be finalized".
If you press the "Release for discussion" button, this window will open to confirm your action.
Note: You can release the review for a discussion regardless of your calibration status. Even if the calibration is on, you will now have a chance to release the reviews and have a meeting with your reviewee!
When you submit your answers, the reviewee will be able to see them. Both reviewer and reviewer will be able to update their answers during this period. Make sure to click on "Save" at the bottom of the review page to ensure any changes are saved.
After clicking the "Submit & Release" button, you can arrange a 1-on-1 meeting with your employee and go over the review.
Note: If you click on the "Release & Finalize" or "Release & Send for signature" button you cannot modify the answers.
Best Practices:
1. Use "Release for Discussion" to encourage collaboration
This stage lets both reviewer and reviewee view and refine feedback before finalizing. It promotes open dialogue and ensures clarity in performance evaluations.
2. Schedule a 1-on-1 after releasing for discussion
A dedicated meeting ensures feedback is reviewed together, not just shared digitally. It creates space for meaningful coaching and alignment.
3. Allow edits before finalizing to balance flexibility and structure
Both parties can make changes until the review is finalized, ensuring accuracy. Once locked, it preserves accountability and the integrity of the process.
🔗 Related article: What Happens After "Release & Finalize" or "Release & Send for Signature" in a review?