![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-navigate-to-cycle-based-reviews.jpg\")
<\/figure>\n\n\n\nNavigate to the Manage icon<\/h3>\n\n\n\n
On the far right of the review cycle the employee is a part of, click the Manage icon<\/strong>.<\/p>\n\n\n\n In the Tool Box<\/strong>, click Appraiser Update<\/strong>.<\/p>\n\n\n\n For this example:<\/p>\n\n\n\n A. Enter the \u201cincorrect\u201d or currently assigned appraiser\u2019s last name, first name, and\/or employee ID number. Please note that you do not have to enter all three fields and can also enter just the first few letters of the employee\u2019s name. A. Enter the \u201ccorrect\u201d or new appraiser\u2019s last name, first name, and\/or employee ID number. Please note that you do not have to enter all three fields and can also enter just the first few letters of the employee\u2019s name. Uncheck any employee who should not have their appraiser updated. Please note that any red outlines will indicate that a change cannot be made to the employee in red because an employee cannot appraise themselves.<\/p>\n\n\n\n Click the save icon in the Tool Box<\/strong>. If your review cycle includes the endorser workflow step, continue to step 4.<\/p>\n\n\n\n There are three options: Keep the currently assigned endorser, select a new endorser by selecting their name, or use the new appraiser\u2019s supervisor. Once you\u2019ve selected an option, click Next<\/strong>.<\/p>\n\n\n\n Uncheck any employee who should not have their endorser updated. Please note that any red outlines will indicate that a change cannot be made to the employee in red because an employee cannot appraise themselves.<\/p>\n\n\n\n Click the save icon in the Tool Box<\/strong>.<\/p>\n\n\n\n After your cycle has been launched, you can change the appraiser and\/or endorser on any performance reviews that are in a live cycle. Note that doing so will not change any employee records; the assigned supervisor or alternate reviewer for an employee will remain unchanged until the employee profile is…<\/p>\n","protected":false},"author":16,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[22],"ht-kb-tag":[139],"class_list":["post-3977","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-review-cycle-management","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/3977","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=3977"}],"version-history":[{"count":5,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/3977\/revisions"}],"predecessor-version":[{"id":4202,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/3977\/revisions\/4202"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=3977"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=3977"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=3977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-navigate-to-manage-icon-1024x215.jpg\"){kind=icon}
<\/figure>\n\n\n\nNavigate to the Appraiser Update link<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-navigate-to-appraiser-update.jpg\")
<\/figure>\n\n\n\n\n
Step 1: Enter the \u201cincorrect\u201d or currently assigned appraiser information<\/h3>\n\n\n\n
B. Click Search<\/strong>.
C. Select the incorrect appraiser\u2019s name.
D. Click Next<\/strong>.<\/p>\n\n\n\n![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-enter-incorrect-appraisers-information-1024x188.jpg\")
<\/figure>\n\n\n\nStep 2: Enter the \u201ccorrect\u201d or new appraiser’s name<\/h3>\n\n\n\n
B. Click Search<\/strong>.
C. Select the correct appraiser\u2019s name.
D. Click Next<\/strong>.<\/p>\n\n\n\n![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-enter-correct-appraisers-information-1024x180.jpg\")
<\/figure>\n\n\n\nStep 3: Select the employee\u2019s name that requires an appraiser update<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-select-the-employees-name.jpg\")
<\/figure>\n\n\n\nSave appraiser changes or update endorser<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-save-appraiser-changes.jpg\")
<\/figure>\n\n\n\nStep 4: Select the new endorser<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-step-4-1024x69.jpg\")
<\/figure>\n\n\n\nStep 5: Select the employee\u2019s name that requires the endorser update<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-step-5-1.jpg\")
<\/figure>\n\n\n\nSave the appraiser and endorser changes<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2025\/02\/Update-an-appraiser-on-a-live-review-save-appraiser-and-endorser-changes.jpg\")
<\/figure>\n","protected":false},"excerpt":{"rendered":"