Currently, an Admin can only add a co-planner to the review cycle level, which grants the co-planner access to all of the reviews the Reviewer has to conduct for that cycle. This creates privacy challenges for our customers, as most of the time the co-planner should only see specific users' reviews.
This update makes the co-planner functionality more granular with the ability to add co-planners on the review level.
Enabling Co-planners
Admins can add co-planners to all profiles as they need. In order for a reviewer, on the other hand, to invite co-planners to a review, it must first be enabled in the performance review profile. While creating the profile or editing an existing inactive profile, select the Reviewer can invite Co-Planner checkbox under Review's cycle.
Co-Planner Notifications
In the left navigation, make sure you are in the Academy Workspace.
When in the Academy Workspace, select Development Admin for all Development Administration options.
Select Notifications and then select Academy.
Finally, under the Performance Reviews Tab, Invite a co-planner.
Assigning Co-planners
To assign a Co-planner to a review, make sure that the desired co-planners have the Performance Review permission.
In the left navigation, make sure you are in the Team Workspace.
Then under Performance Reviews select Manage Co-Planners.
Select View within the profile.
Search for and check the box(es) of the appropriate review(s), and select Add Co-Planner.
Search for and select the desired individual in the window that appears.
Removing Co-Planners
To remove a co-planner, select the arrow in the appropriate profile.
Then select Remove.
Reviewing Co-Planner Reviews
As a co-planner, access your reviews by selecting My Co-Planner Reviews in the Team Workspace, search for the desired profile, and select Review Now.
Complete your review, and save when finished.
Practical FAQ:
Are there any limitations on the co-planners org structure?
No, there are no structure limitations for co-planners. All someone needs to be a co-planner is the Performance Reviews permission for any of the jobs associated with them.
Why can the co-planner cannot see the reviewer/reviewee their assessments?
This is by design.
Why can the user not see the co-planner's review?
A co-planner is someone who can share input with the reviewer, so that the reviewer has all information needed to complete the review. As such, the co-planner's notes are only displayed to the reviewer as they may contain information the user should not see.
As a workaround, if you want these notes to be shown to a user, you can ask the reviewers to add those to the review.