Choose a sharing model
Choose the sharing model when you create the cycle, on the manager review stage. You cannot change it after you create the cycle.
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.
Share a submitted review
Submit the manager review
The assigned manager submits the review. This creates the employee’s packet.
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.
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.
Check the packet before sharing
Cycle admins can inspect packets at any sharing status. The assigned manager and managers above the employee 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.
Lock the review when ready
Locking is optional when enabling or completing sharing. 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.
Sharing and locking are separate. A lock alone does not give the employee access.
Share only submitted manager reviews
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.
Finish calibration before sharing
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.
Check what each recipient can see
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 can see them after manager sharing is enabled.
