Importing reviewer ratings

When using performance ratings for employees, it's important to apply consistent standards across the organization. A common practice to achieve this is to calibrate and adjust ratings based on conversations between different managers and HR.

With Small Improvements, you as an admin can easily export, change, and import ratings, allowing for maximum flexibility in your calibration process.

How to bulk update reviewer ratings

Follow these steps to import and update reviewers' overall ratings in any cycle that's currently in progress:
  1. Navigate to the Company view in your lefthand sidebar menu, open the Reviews tab, and click the arrow icon to open the administration page of the cycle you want to edit.
  2. Next, open the Admin drop-down and choose "Import Reviewer Ratings."
  3. In the import pop-up, select the Excel or CSV file that includes the new reviewer ratings. The file you import has to include the columns "Reviewer LoginID" (users' email addresses) and "Overall Reviewer Rating" (new ratings).
  4. Review the information on the confirmation screen before clicking the "Change Ratings" button. The confirmation screen tells you how many ratings will change, how many will remain the same, and whether there are any issues with the imported ratings. Confirm twice to complete the import.

Template

To bulk update ratings, you can import an Excel or CSV file from a previous Review Cycle export or use one of the following templates:

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