Our Quick How-To Tutorial
Quick Steps
- Navigate to Perf Mgmt > See All Reviews.
- Locate the relevant review.
- Click the Reassign icon alongside the review.
- Select the new reviewer from the list.
- Click Reassign.
Need More Detailed Help?
The method of reassigning reviewees differs depending on if you are reassigning your own reviewees, or doing it on behalf of other staff.
Please Note: Headteachers and Performance Management Moderators can reassign all reviewees. A reviewer is only able to reassign a reviewee that is currently assigned to them.
There are a couple of different ways in which you can reassign a reviewee.
Reassigning Reviewees via Performance Management
On your main Perspective toolbar, navigate to Perf Mgmt then click See All Reviews.
Either expand the relevant review status by clicking on it, or narrow your search to the individual you need, by using the Reviewee menu. Click Find Reviews when you have selected your reviewee.
When you have located the correct review, click the Reassign button alongside it.
When you click the Reassign button, you will be prompted to select the new reviewer from the dropdown. Make a selection before clicking Reassign.
Please Note: Reassigning someone will also move last years review to the new reviewer, if it was not closed. If it was closed last year, it will remain under the old reviewer.
A confirmation message will appear to confirm that the reviewee has been reassigned to your chosen reviewer.
Reassigning Your Own Reviewees via the Dashboard
On the Perspective homepage, click the Reviewing tab on your Personal Dashboard.
Locate the reviewee you would like to transfer to a new reviewer and click the Reassign option next to their name. You will then be prompted to choose a new reviewer for them. Once you have done this, click Reassign.
If the new reviewer doesn’t appear in the drop-down list when reassigning, it is because they haven’t been set up as a reviewer in your system yet. See this guide for more information on how to set a reviewer.