Dynamics Community Forum Thread Details

Worker Review Process Error

Hi Talent Community,

I've worked through the process determined from Microsoft's own process for Performance Reviews with the workflow: Worker Review:

When the review is created, it’s set to the Not started status. The review is editable by anyone.
Once the employee presses the Begin review button, the review is set to the In progress status. The employee then begins to add content. At this point, the manager can no longer view the review document.
The employee changes the status to Ready for review.
The manager can add comments and ratings. At this point, only the manager can see the review.
The manager changes the status to Final review, so that both the manager and the employee can see the review and discuss it. You can specify in the parameters whether or not the review can be edited at this point. This step is also optional if the manager simply wants to share the review with the employee and mark it as Complete when they are finished.
After the sign-offs are completed, the status is changed to Complete. At this point, the review can’t be changed.

This process does not appear to be working as I (as the employee who created the review and worker assigned to the review) cannot edit the status field once Begin Review has been selected and the manager is able to view the performance review record regardless of status: