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
Co-Planner notifications can be found by selecting the Development Admin Workspace. Then on the left under Notifications, 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.
Then navigate to the Manage Co-planners section by heading to the Team Workspace, then under Performance Reviews on the left, 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.