What Are Participants in a Review?

In Factorial, participants in a performance review include:

• Reviewees: Employees being evaluated.
• Reviewers: Individuals providing the evaluation.

Understanding Participant Roles

Different roles have varying permissions within the review process:

• Employees: Can view and complete their assigned reviews.
• Managers: Can evaluate their direct reports and may have access to their team's review progress.
• Administrators: Have full access to create, manage, and monitor all reviews and participants.

How Are Participants Defined in a Review?

1. Define Participant Roles in the Review Types Step

During the review creation flow, you'll find a step called Review Types. Here, you choose who will evaluate whom:

• Self-review: Employees evaluate themselves.
• Manager to direct reports: Managers evaluate their team members.
• Direct reports to manager: Team members evaluate their manager.
• Peer review: Colleagues evaluate one another.

2. Select Who Will Participate in the Audience Step

In the Audience step of the review setup, you define who will be involved:

• Entire company: All employees are included.
• Specific teams or locations: Select by team, department, or site.
• Custom selection: Manually choose individual employees.

How to Edit Participants After Creating the Review

If you've already created the review and need to change the participants:

1. Go to the Sidebar and click on Performance
2. Select the Review you want to edit
3. At the top right, click Edit Review
4. Navigate to the Audience section
5. From here, you can:
   1. Change the group of people involved
   2. Add or remove specific employees