Choose the sharing model when you create the cycle, on the manager review stage. You cannot change it after you create the cycle.
HR enables sharing (default)
Managers share directly
When managers can share
After a cycle admin enables sharing for their reviews
As soon as they submit their reviews
Who controls timing
Cycle admins
Each manager
Cycle admins can also share
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Use it when
You plan to calibrate, or you want all employees to get results at the same time
You do not plan to calibrate
Use HR enables sharing if you plan to calibrate. With Managers share directly, a manager can share a review before calibration changes are final. The employee then sees ratings that can change later.
The assigned manager submits the review. This creates the employee’s packet.
2
Enable manager sharing
With HR enables sharing, a cycle admin selects submitted reviews in Configure cycle > Sharing and chooses Enable manager sharing. With Managers share directly, this happens automatically after submission.
3
Share with the employee
The assigned manager opens the packet from Review packets to share on the cycle’s To Do page and selects Share with employee.
A cycle admin can share a pending or enabled packet directly from Configure cycle > Sharing, including when the assigned manager is unavailable. This also works after the cycle is completed, so you can still share packets that weren’t shared in time.After the cycle is completed, a cycle admin can still share packets that were not shared during the cycle. After the cycle is archived, sharing is not available.Windmill sends the employee a Slack notification with a View Review link when the packet is shared. Enabling manager sharing does not send a notification or give the employee access.
Cycle admins can inspect packets at any sharing status. The assigned manager and managers above the employee in the current org chart, including people with delegated access, can inspect them after manager sharing is enabled.Use Preview as employee to check the questions and PDF the employee will receive. Review comments can record changes that are needed. Unresolved comments trigger a warning but do not block sharing.Only the assigned direct manager can share an enabled packet. Managers above that manager can read it but cannot share it.
Locking is optional when enabling or completing sharing. On an active cycle, the sharing dialogs include Also lock reviews to prevent further edits (recommended). When this option is selected, the button changes to Enable manager sharing & lock or Share & Lock. On a completed cycle, the share dialog does not offer this option.Sharing and locking are separate. A lock alone does not give the employee access.
A manager review must be submitted before it has a packet to share. This workflow cannot share self, peer, or upward reviews on their own.The employee’s packet contains manager questions marked visible to employees. Optional questions can appear without answers.
Calibration submission does not share results with employees. Applied changes become effective immediately. Recommended changes become effective only after the assigned manager accepts them.Complete those actions before sharing final results. Windmill notifies affected managers about applied changes or shared recommendations. It does not send cycle admins a separate notification that packets are ready.
Employees see only manager-review questions marked visible to employees. Their packet does not include self, peer, or upward reviews, calibration comments, review comments, or sharing history.After any packet is shared, a cycle admin cannot change manager-question visibility for that cycle.Cycle admins can see all packet questions at any sharing status. The assigned manager and managers above the employee in the current org chart can see them after manager sharing is enabled.
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