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How do I bulk edit Performance Reviews?
How do I bulk edit Performance Reviews?
Updated over a week ago

Editing your team's or organization's Performance Reviews individually can be time-consuming. Whether you want to change the Due Date or update the review cycle information, bulk editing the reviews will save you time.

Currently, the Bulk Edit option ONLY allows for updates to Due Date and Review Cycle information. The Bulk Edit does NOT allow you to update the objectives, core values or their weightings. This feature is currently restricted to Admin and Super users only.

Read below for more details on how to Bulk Edit your team's reviews.

1. Access the Bulk Edit option using the Bulk Edit icon in the top right side of the Team Reviews table.

2. Select the appropriate records or Select All and then select the Bulk Edit menu option to the right.

3. In the Bulk Edit window, select the appropriate options and select Proceed. Use the "Keep Existing" option if you do not wish to make a change to that field.

4. Next you need to confirm your selection. You may applying changes to 100s or 1,000s of records and let's be honest; we have all clicked the wrong button before. So before we apply your changes, we ask you to confirm and give you the option to edit the selection or cancel the request.

Congratulations! Once you apply your changes your Reviews are updated.

5. You will see a success banner at the top of the screen confirming your changes were applied. This banner also includes an UNDO option. (The UNDO option is only available until you refresh your screen.)

If you need to restore reviews back to their original state after refreshing the page please reach out to support for assistance. Restoring records may have some limitations.

Need to delete some reviews? Click here for more details.

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