How do I close a review using bulk action?

Reviews are normally closed at the end of a review cycle by a line manager in discussion with a staff member during an end-of-review meeting.

There are occasions when this meeting may not take place and therefore the reviews will need to be closed in bulk by the administrator so as not to 'confuse' the process of the following review.

Bulk closing reviews will not allow the opportunity to add final review comments and will close the review with the content/ ratings at that moment in time.

How to Bulk Close Reviews

• Select Settings
• Select Review
• Select General
• Select Bulk Actions
• Select Close Reviews and click Start
• Set the dates to match the start and end dates for reviews you wish to close.
• Select 'Next'

The next screen shows you a list of reviews to close with ticks defaulted to each one. You can check the list and remove ticks for any reviews that should not be closed.

If you return to your full list of staff at the flag icon, on the extreme right of the screen should show ticks against staff members for completed reviews.

1. Select Home from the left-hand contents menu

2. Select the My Staff tab

3. Select the All Staff radio button

4. Check the last occurrence of one of the staff whose review was closed - the right-hand column will show a tick to indicate a closed review

5. Select the staff member's name to double-check that the review is now closed