Learners, managers, and approvers can open the PDF of a performance review directly from the review lists, without opening each review first. A Download PDF icon button is shown next to each review you are allowed to open as a PDF, and the PDF opens in a new browser tab.
Where the Download PDF Icon Is Available
- Learner Workspace > Development > Performance Reviews: your own reviews.
- Team Workspace > Performance Reviews > Team Performance Reviews: the reviews you complete as a reviewer or manager, on both the Open and Completed tabs.
- Team Workspace > Performance Reviews > My approvals: the reviews waiting for your approval as an approval manager or HR approval manager.
The icon appears on every eligible review item in these lists.
Opening a Review PDF Using the Icon
- Go to the page that lists your reviews.
- Find the review you want. Reviews with the same profile title or the same reviewee each have their own icon.
- Hover over the Download PDF icon to see its tooltip, then select it.
- The review PDF opens in a new browser tab.
Each time you select the icon, the PDF opens in another new tab. The PDF always belongs to the review in the row or card where you selected it. Whether the browser displays the PDF or saves it depends on your browser or PDF viewer settings.
When the Icon Is Shown
The icon follows the same PDF visibility rules that apply inside the review.
Learner Workspace
- Shown for reviews in the Completed self-review, Completed manager review, and Pending Sign off from employee states.
- Not shown for a Draft self-review, when you have not yet completed your self-review.
Team Performance Reviews
- Shown to eligible reviewers and managers in every state: Draft, Calibration phase, Pending Approval, Pending Approval from HR manager, Approved and pending release from manager, Not Approved, Pending Sign off from employee, and Completed.
My approvals
- Shown to the eligible approval manager for reviews in the Pending Approval state.
- Shown to the eligible HR approval manager for reviews in the Pending Approval from HR manager state.
What the PDF Contains
The PDF opened from a list is the same Performance Review PDF you can open from inside the review. It has the same data and formatting for the same person, role, review type, and review state.
- A learner opening a completed self-review sees self-review data only.
- A learner opening a completed manager review, or a review pending sign off, sees the manager review data that is visible to the learner.
- A reviewer or manager sees the review data that is visible to them. If the review profile setting During the performance review process Manager can see the Self-performance review of employees is off, the PDF does not include the employee's self-review data.
- An approval manager or HR approval manager sees the full review data visible for that approval step, regardless of learner-facing or reviewer-facing profile settings.
Downloading the PDF on the Review Summary Page
The Download PDF button on the Review Summary page appears as an outlined button with a download icon. It is available from the summary page of a review in the Learner Workspace, Team Performance Reviews, and My approvals.
Important Notes
- Opening a PDF does not change the status of the review, any responses, approvals, or sign offs, and it does not send any notifications.
- If the PDF cannot load in the new tab, the browser or PDF viewer follows its usual loading behavior.
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