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Scheduling Performance Reviews

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

Once a Performance Review has been completed, you'll have the opportunity to schedule the next one. 

To schedule the next review, just click Yes and further options will become available. 

Enter a title for the new review, a next review period and when you'd like to be reminded. 

The system will suggest the next review period dates based on the dates you input for the original review. For example, if the review you just completed was for Q1, the next review period will automatically populate with Q2 dates. 

Once you're happy with the details click Continue. 

This will then create a new review doc with the relevant dates. You can open this review now, or come back to it at a later date. 

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