The Scheduling tab allows you to have reviews created automatically for employees according to a schedule of your choosing. The Scheduling feature will create all review forms for Reviews that have multiple reviewers, such as an Employee & Manager Review.
- From the Actions drop-down menu, click Add Scheduling.
- Enter the following information:
- Choose an Eligibility Rule from the dropdown box. This allows you to have the Review Form scheduled only for specific employees, e.g. ones in certain departments, positions, etc. (Required) Note: the default rule is All Employees.
- In the Frequency dropdown menu, choose the option that matches your scheduling needs. The Frequency options are set and cannot be created by an administrator. See Frequency details below. (Required) Note: this determines the time of year the Review Form will be distributed.
Frequency Additional Entry Annually on the specified Month and Day
Enter Month and Day, e.g., January 1
Annually on the Employee Hire Date
No additional entry needed
Annually on the Employee Alternate Service Date 1
No additional entry needed
The specified number of days following the Employee Hire Date
Enter the number of Days
The specified number of days following the Employee Alternate Service Date 1
Enter the number of Days
- Select a Workflow for the Frequency (Optional) Note: While it is optional to select a workflow, it should be selected. Employees and Managers will be alerted to complete their Review by using a workflow.
- Click Save when finished.
Additional Information
- To edit an existing schedule, click on the Frequency in the list.
- To delete a schedule, use the checkbox on the far right of a schedule, then from the Actions drop-down menu, click Delete Selected Record(s).
- A Review Form can have multiple Frequencies associated with the Form.