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After managers complete their reviews, HR can share the packets with the right people at the right time. This page explains how to share review packets with managers and employees.

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How sharing works

Sharing a review packet makes it visible to someone. Here’s the typical flow:
  1. HR shares with managers — Managers can view their direct reports’ finalized review packets
  2. Managers share with employees — Each manager shares packets with their team members when ready
  3. Employees view their packets — Employees can view and download their performance review

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What employees see in their packet

When you share a review packet with an employee, they’ll see:
  • Final ratings from their manager’s review
  • Post-calibration ratings (if you did calibration)
  • The feedback and responses from their manager
Employees won’t see calibration notes or internal rating changes—just their final results and feedback.

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Sharing with managers

After calibration is done, share packets with managers so they can review them before sharing with their teams.
1

Go to the Admin Dashboard

Navigate to the Admin Dashboard for your review cycle.
2

Select employees

Choose which employees’ packets you want to share with their managers.
3

Click Enable Sharing

The packets will appear in each manager’s To-Do page.
You can share all packets at once or select specific employees to share one manager at a time.
You can track which managers have shared their packets from the Admin Dashboard.

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Managers sharing with employees

After HR shares packets with managers, here’s what managers do:
1

Review the packet

Managers can view each direct report’s packet in their To-Do page.
2

Have a conversation (recommended)

We recommend managers discuss the review with their direct report before sharing the packet. This gives employees a chance to ask questions and understand the feedback.
3

Share with employee

When ready, click Share with Employee. The employee can now view their packet under My Review and download it as a PDF.
Performance conversations matter. Managers should talk through the review with their team members before sharing the packet, so employees have context and can ask questions.

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HR sharing directly with employees

HR can skip the manager step and share packets directly with employees when needed.
1

Go to the Admin Dashboard

Navigate to the cycle’s Admin Dashboard.
2

Select employees

Choose which employees to share with.
3

Click Share with Employees

Employees will receive the packets immediately.
This is helpful when:
  • A manager is out of office or unavailable
  • You need to speed up the process
  • An employee’s manager has left the company

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Locking reviews

Locking a review prevents anyone from editing it. You can lock reviews separately from sharing them. Lock without sharing — Managers can see the finalized review, but employees can’t access it yet. Useful when you want managers to see final results before sharing. Share without locking — Managers can still edit the review after sharing it with employees. However, employees will continue to see the original shared version until HR explicitly re-shares the updated review. Good for ongoing conversations where you want to collect updates before sharing them. Lock and share — The traditional approach. Reviews are finalized and can’t be edited. This is the most common workflow.
Important: When a review is shared with an employee, they see a snapshot of the review at that moment. If the review is unlocked and managers make edits after sharing, those changes are saved but NOT visible to employees until HR re-shares the review.

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Tracking who has viewed packets

From the Admin Dashboard, you can see:
  • Which packets have been shared with managers
  • Which managers have shared packets with employees
  • Which employees have viewed their packets
This makes it easy to follow up with managers who haven’t completed shares, or check if employees have seen their reviews.

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Updating reviews after sharing

Employees always see the released version of their review—a snapshot from when it was last shared. If managers or HR make edits after sharing, those changes are saved but employees continue to see the old version.

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To update what employees see

1

Make your edits

Unlock reviews if needed, then make changes. Managers can edit their own reviews, or HR can make updates.
2

Revoke access

From the Admin Dashboard, HR selects the employees and clicks Revoke Access. Employees will no longer see their packets.
3

Share again

HR shares the reviews with managers and employees again. This creates a new snapshot with the latest content.
Managers can edit reviews, but those edits won’t appear in the employee’s packet until HR revokes access and shares again from the Admin Dashboard.
When you revoke access, employees immediately lose access to their packet. They’ll notice it’s gone, so communicate with them if you’re making updates.

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Sharing multiple packets at once

All sharing actions work for multiple employees at the same time:
  • Share all with managers — Send all packets to managers at once
  • Share all with employees — HR can share packets directly to all employees if needed
  • Revoke access from multiple — Revoke access to several packets at once
This makes it easy to manage large review cycles.

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Best practices: When to lock and share

Here’s our recommended workflow for most companies:
1

Managers complete their reviews

Let all managers finish writing their reviews and submit them.
2

Lock all manager reviews

Once reviews are submitted, lock them all. This prevents accidental edits during calibration.
3

Complete calibration

Calibrate ratings across the company. Since reviews are locked, managers can’t change them during this process, which keeps calibration fair and consistent.
4

Enable Sharing

After calibration is done, share the finalized packets with managers. They can review the final ratings and feedback before sharing with their teams.
5

Managers share with employees

Managers have conversations with their direct reports, then share the packets. Since reviews are already locked, the feedback won’t change after employees see it.

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Why lock before calibration?

Locking reviews before calibration ensures:
  • Managers can’t edit reviews while calibration is happening
  • Calibration is based on the same set of reviews for everyone
  • No last-minute changes that might affect fairness
  • A clear “finalized” state before HR reviews everything

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Can I skip locking?

Yes. Some companies prefer a more flexible approach where managers can update reviews even after sharing. This works well for:
  • Continuous feedback cultures
  • Companies that do reviews more frequently
  • Teams that want ongoing conversations rather than a final “grade”
If you choose this approach, managers can keep editing reviews after sharing them. Employees will continue to see the original shared version until HR revokes access and shares again. This gives you flexibility to collect feedback and updates before pushing them to employees.

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What if I need to make changes after locking?

If you need to edit a locked review, you have options: If reviews haven’t been shared yet:
  1. Unlock the reviews from the Admin Dashboard
  2. Make your changes
  3. Lock them again when ready
  4. Share with managers and employees
If reviews have already been shared:
  1. Unlock and make changes, then HR must revoke access and share again for employees to see the updates
  2. OR revoke access first, make changes, then share again when ready
The first approach keeps the old version visible to employees while you work. The second temporarily hides the review during corrections.

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FAQs

You can’t share a review that hasn’t been submitted. The system will show you a warning that the review is locked but has no content. The manager needs to submit their review first.
Yes. Managers can always view their direct reports’ review packets, whether or not they’ve been shared with the employee. This lets them review the final packet before having the conversation.
Locking prevents edits. Sharing makes the packet visible to someone. They’re independent actions. You can lock without sharing (review is finalized but employee can’t see it yet), or share without locking (employee sees a snapshot, and managers can continue editing the review—but employees won’t see those edits until HR shares again).
Yes. Employees receive a notification when their manager (or HR) shares their review packet with them. They’ll get a link to view it right away.
Yes. You have complete control over which packets to share and when. You can share them one at a time, in groups, or all at once. This is helpful if some reviews are ready before others.
HR can share packets directly with employees, skipping the manager step. This ensures employees still get their reviews even if their manager is no longer with the company.
Yes. Unlock the review (if locked) and make your changes. However, employees will continue to see the old version. To update what employees see, HR must revoke access and then share the review again from the Admin Dashboard.