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Exclude Participants from a Onboarding and Anniversary Review Cycle

When configuring a review cycle, administrators can select one or more participant groups to build the list of employees who will participate in the review or they can include all employees

To provide greater flexibility, administrators can now exclude specific employees from the entire organization without modifying the underlying participant groups.

Excluded participants are removed from the aggregated participant list for that review cycle only.

Configure Excluded Participants

During the Participants step of the Review Cycle Builder:

  1. Select 'Include Employees' or 'Select Groups'

  2. Click on 'Manage' for configuring the Excluded Participants list.

  3. A list of all employees included in the aggregated participant list is displayed.

  4. Select the checkbox next to each employee you want to exclude from the review cycle.

  5. Continue with the remaining review cycle configuration steps and publish the review cycle.

The selected employees will be excluded from the final participant list for that review cycle.

This can be viewed from Manage Reviews > Review > Summary

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