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Keep source information private

Review writing support uses information the author can access. Sources can include 1:1 notes, private notes and feedback, goals, past shared reviews, Company Knowledge, and connected work records. Authors can also add notes, observations, documents, and voice-note transcripts to their private writing session. Sources keep their original access rules. Shared reviews contain the questions and answers, not the source records themselves.

Read reviews during a cycle

Managers at every level above an employee in the saved cycle reporting line can read the submitted reviews about that employee. Cycle admins can read every review in the cycle. See Who can see reviews and when for each role and phase. You can’t see peer, upward, or manager reviews about yourself, whatever your role. You see your own manager review after it’s shared with you.

Download PDFs

Only a cycle admin can create and download the packet PDF ZIP export. The requester must still be a cycle admin at download time. An authorized manager or cycle admin can download a completed manager review as a draft PDF. The reviewee cannot download that draft. After sharing, the employee can download the employee packet PDF. It includes only the stages and questions in their employee packet.

Delegated and external access

During a cycle, delegation and the current org chart give no access to reviews. Delegated access covers only the manager packet, once sharing is enabled for people within the delegated reporting line. Cycle-wide review access, organization progress, bulk sharing, and packet exports need cycle-admin access. Calibration details, pre-reads, and reviewee data need membership in that calibration. Management actions need a facilitator. There is no limited external review role or public review link. Packet export downloads require the authenticated cycle admin who requested the export and a valid download token.

Access changes

Access to reviews during a cycle uses the saved cycle reporting line. Review packets use the saved cycle reporting line, the current org chart, and delegation. Changing the org chart does not reassign the writing task or change access inside the cycle. Reassigning a primary manager review changes its writer and saved cycle manager, which moves access to the new manager. Sharing grants employee access to their employee packet. Revoking sharing removes that access. Locking affects editing only. Completing the cycle stops writing and doesn’t change who can read reviews. Calibration membership gives access to that calibration and its reviewees. It does not grant cycle-wide access or share results.