Review Assignment
Complete guide to assigning employees for review and configuring the reviewer hierarchy.
Overview
Step 4 of the campaign wizard allows you to define who will be reviewed and who will conduct the reviews. Employees can be added individually or in bulk through groups and talent pools.
┌─────────────────────────────────────────────────────────────────┐
│ REVIEW ASSIGNMENT │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Reviewee Assignment │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 45 employees assigned │ │
│ │ ├── 12 Individual users │ │
│ │ ├── 2 Groups (28 members) │ │
│ │ └── 1 Talent Pool (5 members) │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Reviewer Hierarchy │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ Level: N (Direct Manager) [▼] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ [+ Add Users] [+ Add Group] [+ Add Talent Pool] │
│ │
└─────────────────────────────────────────────────────────────────┘
Assignment Methods
Individual Users
Add specific employees one by one:
| Property | Description |
|---|---|
| Search | Find users by name, email, or username |
| Selection | Multi-select from search results |
| Preview | See user details before adding |
┌─────────────────────────────────────────────────────────────────┐
│ ADD INDIVIDUAL USERS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 🔍 Search users... │
│ │
│ Search Results: │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ ☐ Alice Johnson alice.j@company.com Engineering │ │
│ │ ☑ Bob Smith bob.s@company.com Sales │ │
│ │ ☐ Carol Williams carol.w@company.com Marketing │ │
│ │ ☑ David Brown david.b@company.com Engineering │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Selected: 2 users [Cancel] [Add Selected] │
│ │
└─────────────────────────────────────────────────────────────────┘
Groups
Add entire organizational units:
| Property | Description |
|---|---|
| Group Types | Departments, teams, business units |
| Members | All active users in the group |
| Sync | Option to sync with group membership changes |
┌─────────────────────────────────────────────────────────────────┐
│ ADD GROUP │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 🔍 Search groups... │
│ │
│ Available Groups: │
│ ┌────────────────────── ───────────────────────────────────┐ │
│ │ ☐ Engineering Department 45 members │ │
│ │ ☑ Sales Team - North America 23 members │ │
│ │ ☐ Marketing Department 18 members │ │
│ │ ☑ Product Team 12 members │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Selected: 2 groups (35 members) [Cancel] [Add Selected] │
│ │
└─────────────────────────────────────────────────────────────────┘
Talent Pools
Add pre-defined talent segments:
| Property | Description |
|---|---|
| Pool Types | High-potential, succession candidates, leadership pipeline |
| Members | Users assigned to the talent pool |
| Dynamic | Pool membership can change independently |
┌─────────────────────────────────────────────────────────────────┐
│ ADD TALENT POOL │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 🔍 Search talent pools... │
│ │
│ Available Talent Pools: │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ ☑ High Potential Program 2026 32 members │ │
│ │ ☐ Executive Succession Pipeline 8 members │ │
│ │ ☐ Emerging Leaders 25 members │ │
│ │ ☐ Technical Experts Track 15 members │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ Selected: 1 pool (32 members) [Cancel] [Add Selected] │
│ │
└────────────────── ───────────────────────────────────────────────┘
Reviewer Hierarchy
Hierarchy Levels
Define who reviews each employee based on organizational hierarchy:
| Level | Description | Use Case |
|---|---|---|
| N | Direct Manager | Most common, immediate supervisor |
| N+1 | Manager's Manager | Skip-level reviews |
| N+2 | Two levels up | Senior leadership perspective |
| Custom | Specific assignment | Non-standard reporting |
Hierarchy Visualization
┌─────────────┐
│ CEO │ (N+3)
└─────────────┘
│
┌─────────────┐
│ VP │ (N+2)
└─────────────┘
│
┌─────────────┐
│ Director │ (N+1) ← Skip-level reviewer
└─────────────┘
│
┌─────────────┐
│ Manager │ (N) ← Direct manager (default)
└──────────── ─┘
│
┌─────────────┐
│ Employee │ ← Reviewee
└─────────────┘
Setting Hierarchy Level
┌─────────────────────────────────────────────────────────────────┐
│ REVIEWER HIERARCHY │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Who should conduct reviews? │
│ │
│ ○ N - Direct Manager (Recommended) │
│ ○ N+1 - Manager's Manager │
│ ○ N+2 - Two levels above │
│ │
│ ⓘ Employees without a manager at the selected level will │
│ need manual reviewer assignment │
│ │
└─────────────────────────────────────────────────────────────────┘
Managing Reviewees
Reviewee List View
┌─────────────────────────────────────────────────────────────────┐
│ ASSIGNED REVIEWEES (45) 🔍 Search... │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Filter: [All ▼] [Users ▼] [Groups ▼] [Talent Pools ▼] │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 👤 Alice Johnson Engineering Individual [×] │ │
│ │ Reviewer: Bob Smith (Direct Manager) │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 👥 Sales Team NA 23 members Group [×] │ │
│ │ Reviewers: Auto-assigned by hierarchy │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 🎯 HiPo Program 2026 32 members Talent Pool [×] │ │
│ │ Reviewers: Auto-assigned by hierarchy │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────┘
Reviewee Actions
| Action | Description | Availability |
|---|---|---|
| Add | Include new reviewees | Draft, Active |
| Remove | Remove from campaign | Draft only |
| View Details | See reviewer assignment | All statuses |
| Reassign Reviewer | Change reviewer manually | Draft only |
Duplicate Handling
When an employee appears in multiple assignment sources:
Scenario:
- Alice is added individually
- Alice is also in "Engineering Department" group
- Alice is also in "HiPo Program" talent pool
Resolution:
- Alice appears once in the campaign
- Source tracking shows all assignment origins
- Removing one source doesn't remove if other sources exist
┌─────────────────────────────────────────────────────────────────┐
│ 👤 Alice Johnson │
├─────────────────────────────────────────────────────────────────┤
│ Assigned via: │
│ ├── Individual assignment │
│ ├── Engineering Department (Group) │
│ └── HiPo Program 2026 (Talent Pool) │
│ │
│ Reviewer: Bob Smith (Direct Manager) │
│ │
└─────────────────────────────────────────────────────────────────┘
Reviewer Assignment Logic
Automatic Assignment
Based on hierarchy level, the system automatically assigns reviewers:
For each reviewee:
1. Look up organizational hierarchy
2. Find manager at selected level (N, N+1, N+2)
3. Assign as reviewer
4. Flag if no manager found at that level
Manual Override
For reviewees without automatic assignment:
┌─────────────────────────────────────────────────────────────────┐
│ ⚠️ UNASSIGNED REVIEWERS (3 employees) │
├─────────────────────────────────────────────────────────────────┤
│ │
│ The following employees need manual reviewer assignment: │
│ │
│ ┌───────────────────────────────────────── ────────────────┐ │
│ │ 👤 John Doe No manager at N+1 level │ │
│ │ [Select Reviewer ▼] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ 👤 Jane Smith No manager in system │ │
│ │ [Select Reviewer ▼] │ │
│ └─────────────────────────────────────────────────────────┘ │
│ │
└─────────────── ──────────────────────────────────────────────────┘
Assignment Summary
Before proceeding, review the assignment summary:
┌─────────────────────────────────────────────────────────────────┐
│ ASSIGNMENT SUMMARY │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Total Reviewees: 45 │
│ ├── From Individual Assignment: 12 │
│ ├── From Groups: 28 (2 groups) │
│ └── From Talent Pools: 5 (1 pool) │
│ │
│ Reviewer Assignments: │
│ ├── Automatically Assigned: 42 │
│ ├── Manually Assigned: 3 │
│ └── Pending Assignment: 0 │
│ │
│ Hierarchy Level: N (Direct Manager) │
│ │
│ ✓ All reviewees have assigned reviewers │
│ │
└─────────────────────────────────────────────────────────────────┘
Best Practices
Do's ✓
- Use groups for scale: Easier to manage than individual assignments
- Start with direct managers: N level is most familiar with employee
- Review unassigned: Address manual assignments before launch
- Document exceptions: Note why certain reviewers were manually assigned
- Consider workload: Don't overburden individual reviewers
Don'ts ✗
- Don't skip validation: Ensure all reviewees have reviewers
- Don't use wrong hierarchy: N+2 for routine reviews is overkill
- Don't forget new hires: They may not have manager data yet
- Don't ignore duplicates: Understand where overlap comes from
Navigation
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