Close Reviews


 

Handle the Next Review Cycle

Overview 

There are three (3) different ways that you can handle closing a review and opening the next cycle review. If you are going off anniversary date, options 1 or 2 will be the best choice. If you are going off of review date and need to update reviews in bulk, then Bulk Updates (Option 3) is the best choice.

Option 1

Review close-out through the Employee Screen

  1. Verify Employee Setup
  2. Close the previous review
  3. Create the next review 
    • Check Review for accuracy (dates, milestones, and factors)

Option 2

Review close-out through the Manage Review Screen

  1. Verify Employee Setup
  2. Close the previous review
  3. Create the next review
    • Check Review for accuracy (dates, milestones, and factors)

Option 3

Review close-out through Bulk Updates. This is only recommended when you have many reviews, in order to make the process worth the wait. The Bulk Create process runs every 30 minutes and sends an email once daily. For more information on the mechanics of this process, view our article Bulk Create Reviews.

  1. Verify Employee Setup
  2. Close the reviews using Bulk Status Change
    • Use this process to set the review period to close.
  3. Bulk Create Reviews
    • Check Reviews for accuracy (dates, milestones, and factors)



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