Changing questions / scoring
You cannot add or remove questions or edit the default scale in an ongoing cycle. However, you can still adjust who should answer specific questions by (un)checking the different target groups for each section / question. To do so, go to the questions section of the ongoing review cycle ('Reviews' tab > 'Cycles,' click on the relevant cycle name > 'Questions' on the left-hand side). Once there, you can edit who answers each question by ticking on or off the checkbox next to each perspective ('Reviewee,' 'Manager,' 'Peer,' 'Direct report'). To find these options for custom questions, please click the settings wheel icon next to the question.
If you include company-wide or team-specific competencies via Leapsome's competency matrix, you can still update the competency assignments based on current teams and roles, if any roles or competency assignments have changed. If you click this button, the change will become active immediately in the current cycle (otherwise, the change will only be reflected in the next cycle).
You can also change whether a score or comment is optional or required in an ongoing cycle.
Please note: Adding/removing weights from an active cycle is not possible once the cycle is active. If you would like to add weights to a cycle, you would need to add weights to the questions in the template and launch a new cycle.
If you do have goals included in your review cycle, these will be updated automatically as eligible goals are checked continuously until the review is completed. This is when the cycle is closed, or either reviewee or manager has completed their assessment.
If you notice that an eligible goal is not showing in an assessment, you either reopen the cycle, or ask both the affected Reviewee and their manager to 'Edit' the assessment again, in case it has already been completed. Only after both Manager and Reviewee made their assessments editable again, all new, eligible goals will appear in the assessment.
Changing the visibility
You can also change who can see what in an ongoing review. To do so, navigate to the cycle dashboard ('Reviews' tab > 'Cycles,' click on the relevant cycle name > click 'Visibility' on the left-hand side) and update the visibility accordingly. Important: Please do not change visibility without communicating the change to participants directly.
Making changes to an active automation rule
When changes are made to one-off automation, the new rule is re-evaluated as soon as the change is saved on Leapsome. The users that were previously included in the rule will not be included again by the automation.
Similarly, when changes are made to recurring automation, the new rule is re-evaluated as soon as the change is saved on Leapsome. Anyone that matches the conditions in a given time window will be included (Note: participants will be added based on the new rule even if they were included shortly before based on a different rule set).
Changing a question in a cycle through the template
If you would like to change the wording of a question in an active cycle, you would need to do so through the template level. Navigate to reviews > templates > select the template > questions. Once saved, these changes to the question will affect all cycles created with that template. If changing the wording is going to change the meaning of the question, please create a new question in the template instead. If you create a new question, this new question will not be added to all the past and present cycles that were created from the template and will only affect future cycles. Therefore the only changes you can make to questions in an active cycle, are correcting spelling or making the question more clear.