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Performance FAQ

Answers to common questions about Workleap Performance reviews: data retention, review cycles, reminders, managers, and what employees see.

What happens to performance data when a user is deactivated?

  • A deactivated member’s performance data is kept until the member is deleted.

  • If a user is deleted, the performance reviews written about them are permanently removed to meet GDPR requirements. Reviews they wrote about other people are not removed with them.

How do I see which users haven't completed their review(s)?

Open the review cycle's details by selecting it from the Manage cycles or Review cycles page, or from the Home page. The reviewees list in the Progression tab shows each participant's review status. You can export this list if needed.

Can I export performance review data from the legacy add-on in Workleap Officevibe?

This FAQ does not cover the legacy add-on. If you used it in Officevibe and need your performance data, contact Workleap Support.

How do manager and employee changes affect performance reviews?

Manager changes:

Employee changes:

  • New employees are not added automatically to a review cycle that has already launched. A Collaborator or Executive adds them with the Add reviewees action. Cycles scheduled by hire date admit new hires on their own, when their review date arrives.

  • Removing someone from a team does not take them out of a launched cycle. If a Collaborator or Executive removes someone as a reviewee, the reviews already written about them are kept but no longer appear in the cycle.

Can I edit a review after submission?

  • Yes, participants can edit reviews after the due date (until the review cycle is locked).

  • Once an Executive or Collaborator locks a review cycle, users can no longer edit or submit new review data.

  • Once a reviewee acknowledges their review, no one can edit or submit reviews about them.

Should I duplicate a review cycle or create a new one for mid-year reviews?

It depends on your intent for the review cycle:

  • Duplicate a review cycle for a consistent structure and similar purpose.

  • Create a new review cycle to make a new format or tailor it for a different audience.

How are automatic notifications triggered?

Users receive notifications when they are added to or removed from an active review cycle. Peer reviewers are also notified if a reviewee they were assigned to is removed. Notifications are sent immediately by email or Slack in English or French.

Are reminders sent to participants who haven't completed their evaluation(s)?

Yes. Participants receive reminders:

  • 3 business days before the due date.

  • On the due date.

  • 1 business day after the due date (if still incomplete).

Can I submit an evaluation with unanswered questions?

Yes, but only if the unanswered questions are optional.

When creating a review cycle, questions can be:

  • Required - must be completed to submit.

  • Optional - can be skipped.

What notification channels are supported?

Notifications are sent via email or Slack.

Can more than one Direct Manager complete a manager review?

Yes. You can assign a temporary Direct Manager for a cycle.

  • Only one review can be submitted per employee.

  • If both managers edit the review, the latest version is saved.

  • Both are listed in the review header for visibility.

What if a participant has no Direct Manager?

  • The employee can still complete a self-review.

  • Executives and Collaborators can assign their peers for a peer review.

  • No manager review is submitted unless you assign a temporary Direct Manager.

Can I assign multiple Direct Managers at once?

Yes. Use bulk provisioning to assign multiple Direct Managers at once.

Can a former manager fill out a manager review for employees who used to be on their team?

Yes. Assign the former manager as a temporary Direct Manager for that cycle. This provides:

  • Full access to complete the review.

  • Both managers shown in the header.

  • A preserved review history.

Can I export all responses for a specific employee?

Yes. Export all responses, then filter by employee in your spreadsheet.

Can employees acknowledge their review?

Yes, if the review cycle requires it. When you set up the cycle, turn on the formal acknowledgment setting. Employees then select Acknowledge on their shared review.

You cannot change this setting after the cycle is launched.

What can employees see in their reviews?

By default, employees can see:

  • Their self-review.

  • Their manager review (once shared).

  • Peer reviews (only if enabled during review cycle setup).

Direct Managers and Executives can always see reviewer names regardless of settings.

Can team members review their Direct Manager?

Yes. Add an Upward review to the cycle, so the people who report to a manager can give feedback about them.

Note: Upward review responses are not shared with the manager, unless you decide to share them.

Why can’t employees see their manager review?

Manager reviews are not visible until shared with the reviewee.

To share a review:

  • The Direct Manager must open the review in Workleap Performance and choose to share it with the reviewee.

    • If needed, an Executive can open the review and select Export PDF.

How much does Workleap Performance cost?

Visit our pricing page for general pricing.

For a custom quote, contact your Account Manager or email sales@workleap.com.

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