Be able to change or add survey/performance participants once launched
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Guillermo Hernández Díaz
And please be able to edit answers by admins.
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Antonela Batista
coincido. al igual que se debería actualizar los equipos
Lucie Lavina - Product Expert
Lucie Lavina - Product Expert
Lucie Lavina - Product Expert
Hola Laura,
Si es recurrente, se pueden añadir más participantes para el próximo ciclo de evaluación. Sino, no se puede añadir participantes una vez enviada. Añado tu voto a la propuesta! Gracias,
Lucie Lavina - Product Expert
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Laura Whitworth
Adding my user case here as advised by Lucie.
I would also like to be able to change performance participants once launched. We have a number of performance reviews that take place throughout onboarding new starters:
- Expectations and Goals Setting (in the first two weeks of employment)
- Probation check-in (3 months into employment)
- Probation review (6 months into employment)
If I have a new starter that joins on 1st November, I need to set up Expectations and Goals Setting so that they can have that meeting in their first two weeks. If I then have another new starter joining on the 15th November, I would then have to set up a new Expectations and Goals Setting.
If there are any other changes, e.g. a Manager leaves before completing one of these meetings with a new starter, then I would need to replace them on the performance, but there's no way for me to do this, so I would have to set up yet another performance meeting.
Thanks!
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Alice Fisico
Laura Whitworth: I agree! It'd be useful to have a specific rule that allows deciding when we need to add a new participant. For example after 30 days from the start day. Very useful for the periodic evaluation during the Employee lifecycle feedback.
Laura Molina Ibañez
Be able to change participants and also managers once the performance is launched.
Lucie Lavina - Product Expert
Hi!
We have improved a bit this functionnality,
You can now add participants once a form (survey/review) has been launched if you have chose the DYNAMIC option (Form created by selecting a group of participants such as a location or a team, not a manual selection).
Important :
In a recurring & dynamic Form, a participant added after the form was launched will be added to the current cycle only. If you want this participant to be part of the next cycles, you must also add that user to the dynamic group or keep on adding that user manually for every cycle.
Please if you have any doubt or question, do not hesitate to contact us at support@factorial.co
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Lenka Ondrasikova
Lucie Lavina - Product Expert: Hello Lucie,
thank you for this improvement. As we are selecting manually the participants, it would be great if we could add them also as manual selection.
thank you
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