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Edit a shared review

1

Unlock the review

If the manager review is locked, a cycle admin unlocks it.
2

Edit and submit

The assigned manager edits the review on the normal review page and submits it again.
3

Lock the review again

A cycle admin locks the review again to stop further edits.
The packet can stay shared during editing. After the cycle is completed, you cannot edit, unlock, enable manager sharing, or revoke access. A cycle admin can still share packets that were not shared. After the cycle is archived, you cannot share.

Update the employee’s packet

Draft edits do not change the packet. After the manager submits, the employee sees the latest effective submitted answers the next time they open it. Reviews in other stages work the same way. If a self, peer, or upward review in the employee packet is submitted after sharing, it appears in the packet. If a review is reset, it leaves the packet until it is submitted again. Windmill does not automatically notify the employee about an update.

Change what’s in a shared packet

A cycle admin can add or remove stages and questions in the employee packet after packets are shared. Open Configure cycle > Settings and select Edit in Employee review packet. The change applies right away to every shared packet and PDF. After an anonymous peer or upward stage has submitted reviews, you can’t stop hiding reviewer names for that stage. Learn more about hiding reviewer names.

Undo sharing

To undo sharing, a cycle admin selects Revoke Access for a packet with the status Sharing enabled or Shared. This immediately removes employee access. Windmill keeps the review, questions, and sharing history. The employee does not get a notification. The packet’s next status depends on the sharing model:
  • Managers share directly: Returns to enabled. The assigned manager and managers above the employee keep access, and the manager can share it again.
  • HR enables sharing: Returns to pending. Those managers lose packet access unless they are also cycle admins.
Cycle admins keep access in both cases.

Share the corrected packet

Share the packet again when corrections are complete. Windmill sends a new Slack notification. Employees receive notifications when a packet is shared or shared again. They do not receive automatic notifications for edits or revoked access.