Reviews


 

Review Dates

Overview 

Every review has a Start Date and End Date. The performance of the employee should be evaluated on the entire length of time between the start date and end date of the review. 

The review dates are separate from the review status and the review period

Calculating Review Dates

Review dates are calculated off of system settings or the override available on the employee record. 

Introductory Reviews

The review dates for an introductory review will only be calculated if you have the Introductory Review Cycle turned on. The first review will be the introductory review, the second review will be the catch up to the normal cycle, and the third review will be back on the normal cycle. 

For example, if you have the following settings:

  • Designated Review Date: January 1st
  • Introductory review Cycle: 60 days
  • Cycle Type: Annual

Then the first 3 reviews will be calculated like so:

  • 1st Review: 1/1/2018 - 3/2/2018
  • 2nd Review: 3/3/2018 - 12/31/2018
  • 3rd Review: 1/1/2019 - 12/31/2019

Monthly Reviews

Monthly Reviews will create reviews for exactly one (1) month. It is not recommended to use feedback milestones or introductory reviews if you are on a monthly review cycle. 

For example, if you have the following settings:

  • Designated Review Date: January 1st
  • Introductory review Cycle: N/A
  • Cycle Type: Monthly

You first 3 reviews will look like this:

  • 1st Review: 1/1/2018 - 1/31/2018
  • 2nd Review: 2/1/2018 - 2/28/2018
  • 3rd Review: 3/1/2019 - 3/31/2019

Quarterly, Semi-Annual, and Annual Reviews

Quarterly, Semi-Annual, and Annual Reviews calculate in the same fashion as monthly reviews except they use three (3) month, six (6) month, and twelve (12) month time frames for their calculations.

You may want to use introductory reviews or feedback milestones with these settings. You can learn more about milestones by visiting our article about milestones

Note: When creating a new review, it will use the previous review (if any) plus system settings to set the review dates for you. These can always be edited if needed.




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