When setting up a Performance review cycle, you’ll be faced with the access level and sharing options available.
It’s important to take into consideration that reviews can be accessed by others only after submission. Until then, they will remain in draft, and only the reviewer (the person answering the form) will have access to them. Once a review is submitted, depending on the options selected in the setup, they may be available for sharing or not. Sharing a review can happen when you submit it (by ticking the sharing option and then clicking submit) you may have the chance to share it at the same time, or choose to do it afterward.
Any shared review will be immediately available.

Self reviews:
Access
- "Allow managers to access self review before completing their manager review" (by default, the reviewing manager will only be able to view the employee's self review once they complete their manager review form for the employee): allows the manager to have access to their direct reports self reviews before they submit the manager review.
Manager reviews:
Notifications
- "Notify cycle owner when manager review is complete": sends a notification to the cycle owner(s) when the manager review is completed.

Share
Employees will receive an email like this when the Manager review is shared with them:

- "Block manager from sharing review with reviewee": doesn't give managers the option to share the review with their teams;
- "Automatically share manager reviews with reviewees when cycle ends": you can select this option if you want all manager reviews to be shared by the system at once when the cycle is ended (whether managers have individually shared them or not - this would not work if the cycle is stopped);
- "Allow manager to share review before a reviewee submits their self review": this option would allow managers to finish and share their reviews before their direct reports submit the self reviews;
- "Require reviewee to acknowledge they've seen manager's review": will send the employees an email notification that their Manager review is available and needs acknowledgment in the review page.

Peer reviews:
Anonymity
(Note: A minimum of 3 peers is required per reviewee to preserve anonymity)
- Set peer reviews as anonymous - On/Off (beware this can't be changed after the cycle is launched)
Invite
- "Allow reviewees to invite peers": allows the employees being reviewed to select the people they will be reviewed by.
Share
- "Allow manager to share peer review with reviewee": allows the direct manager of the reviewed employee to share the Peer review with them;
- "Allow peer to share peer review directly with reviewee": allows the reviewer to share the Peer review with the reviewed employee;
- "Automatically share peer reviews with reviewees when the cycle ends": shares all the Peer reviews at once when the whole cycle ends (either they have been already shared or not).
Upward reviews:
Anonymity
(Note: A minimum of 3 peers is required per reviewee to preserve anonymity)
- Set upward reviews as anonymous - On/Off (beware this can't be changed after the cycle is launched)
Share
- "Allow manager to share upward review with reviewee": allows the direct manager of the reviewed employee to share this review with them (if the reviewed employee is a manager, then it would be the manager's manager sharing this);
- "Allow direct report to share upward review directly with reviewee": allows the reviewer to share the Upward review with their direct manager;
- "Automatically share upward reviews with reviewees when the cycle ends": shares all the Upward reviews at once when the whole cycle ends (either they have been already shared or not).
Custom reviews:
Share
- "Allow manager to share [custom] review with reviewee": allows the direct manager of the reviewed employee to share the Custom review with them;
- "Allow [custom] to share review directly with reviewee": allows the reviewer to share the Custom review with the reviewed employee;
- "Automatically share [custom] reviews with reviewees when the cycle ends": shares all the Custom reviews at once when the whole cycle ends (either they have been already shared or not).

