People data vs review data

Each user can be assigned:

• a default manager
• a default second manager
• a default sign-off
• a default review form
• a default workflow
• a job description
• an admin group
• administration/moderator rights

However, this information does not necessarily carry over to their reviews and they can be set-up with reviewers and workflows that are different from their defaults. This is especially relevant if a change in reporting lines takes place after a review has been set up. The review will retain the details it had when it was set up in order to respect the privacy of the people involved so the content isn't suddenly visible to the new manager. If you need to update this, it has to be on the review itself as well as within the user's details.

Note: Please read our help page on changing a reviewer mid-way through a review cycle, before making any changes. 

Editing a user

Editing a review