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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. The flow depends on how you configured sharing when creating the cycle: If HR enables sharing (default)
  1. Managers submit their reviews (HR may choose to lock after all reviews are in)
  2. HR enables sharing (usually after calibration)
  3. Managers share packets with their direct reports
  4. Employees view their packets
If managers share directly
  1. Managers submit their reviews
  2. Managers can immediately share packets with their direct reports
  3. Employees view their packets

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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 only see questions marked as Visible to employee during cycle setup. Questions you disabled for employee visibility stay private to managers and HR. 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 enables sharing (or immediately, if your cycle uses “managers share directly”), here’s what managers do:
1

Review the packet

Managers can view each direct report’s packet in their To-Do page. Use Preview as Employee to see the exact packet the employee will receive, including only the questions marked as visible to employee.
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 receives a notification and can view their packet in their To-Do section 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 be notified on Slack and can access their 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 - Freeze manager reviews to prevent edits during calibration. Employees can’t see their packets yet, but reviews are locked so managers can’t make changes while HR calibrates ratings. Share without locking - Employees can view their packets, but managers can still edit. Any changes managers make will appear in the employee’s packet the next time they view it. Good for more lightweight or continuous feedback cultures. Lock and share - Freeze reviews and share them at the same time. Use this if you haven’t locked yet and want to prevent further edits before employees see them.
If you share without locking, any new submissions managers make will appear in the employee’s packet immediately. Lock reviews before sharing if you want employees to see a fixed, finalized version.

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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

If reviews are locked, employees see a fixed version. To update what they see, you’ll need to unlock, make changes, and either revoke and re-share, or leave unlocked so changes appear automatically. If reviews are not locked, any new submissions will appear in the employee’s packet the next time they view it.

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To update a locked review

1

Unlock the review

From the Admin Dashboard, unlock the review so it can be edited.
2

Make your edits

Managers can edit their own reviews, or HR can make updates.
3

Decide how to proceed

You have two options:
  • Leave unlocked: Changes will appear in the employee’s packet automatically. Good if you expect ongoing updates.
  • Lock again: If you want to freeze the updated version, lock it. Note that locking alone doesn’t push changes to employees who already viewed the old version. You may need to notify them to check again.

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Revoking access

If you need to completely remove an employee’s access to their packet (for example, to make significant corrections before they see it), use Revoke Access 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. Any changes will appear in the employee’s packet the next time they view it.

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What if I need to make changes after locking?

If you need to edit a locked review:
  1. Unlock the review from the Admin Dashboard
  2. Make your changes and submit
  3. If the review has already been shared, the new submission will appear in the employee’s packet automatically (since it’s now unlocked)
  4. Lock again when ready if you want to freeze the updated version

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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 frozen but employee can’t see it yet), or share without locking (employee can view the packet and will see any new submissions from managers).
Yes. Employees receive a Slack notification when their manager (or HR) shares their review packet with them.
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) so the manager can make edits and resubmit. If HR needs to change ratings, create a new calibration. If the review stays unlocked, the new submission will appear in the employee’s packet the next time they view it.
If reviews aren’t locked, employees will see the latest version whenever they view their packet. This means if a manager submits an update or calibration changes are made, those changes appear immediately in the employee’s packet. Lock reviews before sharing if you want employees to see a fixed, finalized version.
If your company uses “HR enables sharing,” HR needs to enable sharing first, usually after calibration is complete. Check with your HR team on timing.
Some questions may be marked as not visible to employees. These are internal questions (like promotion readiness) that your company uses for managers and HR only.