How Do I Schedule An Employee For Regular Reviews?

Review schedules are inserted from the Schedule Review section of the screen.
  1. Select the desired employee from the drop-down lists at the top of the screen.
  2. Enter the First Review Date. This is the date from which the review will be scheduled to recur, based on the selected Review Frequency.
  3. Select the Review Frequency from the drop-down menu. The Review Frequency is the schedule upon which the review will recur.
    Example:
    If the First Review Date is set to "07/01/2002," and the Review Frequency is set to "Annually," the performance review will be scheduled to reoccur on July first of every year.
  4. Click on the [SAVE] icon to add the review schedule.
Note: Scheduled performance reviews and follow ups can be viewed in a calendar format from the HR Main sub-tab.