{"id":434,"date":"2021-02-17T19:37:20","date_gmt":"2021-02-17T19:37:20","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=434"},"modified":"2025-12-24T20:03:38","modified_gmt":"2025-12-24T20:03:38","slug":"how-do-i-move-a-review-that-is-in-progress-to-a-different-stage","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/how-do-i-move-a-review-that-is-in-progress-to-a-different-stage\/","title":{"rendered":"How do I move a review that is in progress to a different stage?"},"content":{"rendered":"\n<p>The administrator can manually move review forms to a different step in the workflow process once a review cycle has already been launched by navigating <strong>Administration \u2192 Cycle-Based Reviews \u2192 <em>Review Name <\/em>\u2192 Manage icon<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"115\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29.png\" alt=\"\" class=\"wp-image-1530\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29.png 971w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29-300x36.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29-768x91.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29-50x6.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29-60x7.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-29-100x12.png 100w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/figure>\n\n\n\n<p>In the <strong>Tool Box<\/strong>, select <strong>Workflow Steps<\/strong>.&nbsp;&nbsp; In <strong>Step 1<\/strong>, select <strong>Individual Employees <\/strong>and find the employee whose review needs to move back in the cycle. Place a check next to their name.&nbsp;&nbsp; Next in<strong> Step 2<\/strong>, select the <strong>New Review Workflow Step<\/strong> and <strong>Save<\/strong> in the <strong>Tool<\/strong> <strong>Box<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"888\" height=\"320\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30.png\" alt=\"\" class=\"wp-image-1532\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30.png 888w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30-300x108.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30-768x277.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30-50x18.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30-60x22.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-30-100x36.png 100w\" sizes=\"auto, (max-width: 888px) 100vw, 888px\" \/><\/figure>\n\n\n\n<p>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"656\" height=\"319\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-32.png\" alt=\"\" class=\"wp-image-1534\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-32.png 656w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-32-300x146.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-32-50x24.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-32-60x29.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/06\/image-32-100x49.png 100w\" sizes=\"auto, (max-width: 656px) 100vw, 656px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The administrator can manually move review forms to a different step in the workflow process once a review cycle has already been launched by navigating Administration \u2192 Cycle-Based Reviews \u2192 Review Name \u2192 Manage icon. In the Tool Box, select Workflow Steps.&nbsp;&nbsp; In Step 1, select Individual Employees and find&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[22],"ht-kb-tag":[139],"class_list":["post-434","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\/434","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=434"}],"version-history":[{"count":5,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/434\/revisions"}],"predecessor-version":[{"id":4200,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/434\/revisions\/4200"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=434"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=434"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}