When you include Upward Feedback in a review cycle, the system automatically assigns all direct reports as default feedback providers for their respective managers.
Currently, there is no setting to automatically exclude specific employee groups (such as interns, trainees, or temporary staff) from upward feedback while keeping them in self-reviews or peer reviews. However, you can easily manage this manually without affecting their other review activities.
Key Takeaways
Direct reports are automatically added to upward feedback when the feature is enabled for a cycle.
Admins can manually remove specific direct reports from upward feedback after the review cycle goes live.
Removing an employee from upward feedback only removes their manager review—it will not impact their self-review or peer reviews.
Step-by-Step: Removing Direct Reports from Upward Feedback
Allow your review cycle to go live as usual.
Go to your active review cycle dashboard and access the manager feedback/upward feedback section.
Locate the managers and manually remove the direct reports (e.g., interns or trainees) you do not wish to participate in upward feedback.
Go to Admin > Manage > Search a Manager > Edit Reviewers > Save
Confirm your updates.
Once removed, those employees will no longer see the prompt to evaluate their manager, but they can still complete their self-assessment and participate in peer feedback seamlessly.
Need Further Assistance?
If you have a large number of employees to remove or need help verifying your review cycle setup, feel free to reach out to our Customer Support team!