Manager Sharing in Probation Reviews

Managers can now share a completed Manager Review directly with the employee in Probation Processes. Previously, the only way to give an employee a copy of their probation review was for the manager to manually export it as a PDF and send it outside the platform.

What's new:

Admins get two new controls for each probation process:

• Admins can enable sharing separately for each probation process.
• Admins choose which questions can be shared for each Manager Review step. All questions are unshared by default.
• Managers can share one completed Manager Review at a time, after the review conversation has happened.
• The employee sees only the questions selected for sharing.
• Sharing status is visible to managers while writing and viewing a review, including which questions may be shared, have been shared, or will remain private.
• Admins can update sharing settings while a process is in draft, scheduled, or live status.