{"id":438,"date":"2021-02-17T19:38:29","date_gmt":"2021-02-17T19:38:29","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=438"},"modified":"2023-03-08T15:01:53","modified_gmt":"2023-03-08T15:01:53","slug":"why-do-i-need-to-close-my-review-cycle-and-how-do-i-do-this","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/why-do-i-need-to-close-my-review-cycle-and-how-do-i-do-this\/","title":{"rendered":"Why do I need to close my review cycle and how do I do this?"},"content":{"rendered":"\n<p>It is important to close a Review Cycle once the reviews have been completed. Closing a cycle will allow any future goals to be available for the next review cycle to be included as future goals, depending on the end date of that goal.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Important:&nbsp; Once you close a review cycle, employees will no longer be able to make changes to their reviews and you will no longer be able to reopen the forms for changes.<\/p>\n\n\n\n<p>To close a review cycle, navigate to <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\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"250\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-1024x250.png\" alt=\"\" class=\"wp-image-2294\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-1024x250.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-300x73.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-768x187.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-50x12.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-60x15.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8-100x24.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2022\/12\/image-8.png 1147w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>In the <strong>Tool Box<\/strong>, select <strong>Workflow Steps<\/strong>. In <strong>Step 1<\/strong>, select <strong>All Employees.&nbsp;<\/strong><\/p>\n\n\n\n<p>Click the <strong>Completed<\/strong> in the <strong>Current Review Cycle<\/strong> list and <strong>Closed<\/strong> in the <strong>New Review Cycle <\/strong>list to close out all complete reviews. <strong>Save<\/strong> from the <strong>Tool Box<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"441\" height=\"221\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-70.png\" alt=\"\" class=\"wp-image-440\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-70.png 441w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-70-300x150.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-70-50x25.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-70-60x30.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/02\/image-70-100x50.png 100w\" sizes=\"auto, (max-width: 441px) 100vw, 441px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>It is important to close a Review Cycle once the reviews have been completed. Closing a cycle will allow any future goals to be available for the next review cycle to be included as future goals, depending on the end date of that goal.&nbsp;&nbsp; Important:&nbsp; Once you close a review&#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-438","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\/438","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=438"}],"version-history":[{"count":2,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/438\/revisions"}],"predecessor-version":[{"id":2295,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/438\/revisions\/2295"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=438"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=438"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}