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Scheduling Performance Reviews

Applicable packages Leave Time HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

A performance review can be created from the Performance > Reviews section on the Module using the create Review option near the top right.

This will take you to the Review configuration page where you can set the review up according to your requirements and designate to which employees the review is related and assigned to.

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

To schedule the next review, just click Schedule Next Review Button and further options will become available. 

Enter a title for the new review, the 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. 

This will then appear on the relevant employee's scheduled reviews page where they can complete it at the required time.

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