Settings


 

Review Cycle Settings

 

Overview

Your review cycle settings are what drive the review creation process. You have two choices, you can either go off of a review date that is set organization-wide or you can go off of employee anniversary date.

Important Note

  • You can override system settings on a per employee basis if you have a situation where an employee needs to be on a different cycle. How to set the override can be found in our article Override an Employee's Review Cycle Setting.

Instructions

  1. Navigate to Settings
    settings.png
  2. Select Review Settings 
    review_settings.png
  3. Select Review Create
    review_create.png
  4. View options
    review_settings.png
    • Automated Plan Creation: This will automatically create a review plan when an employee is created
    • Review Status on Create: When creating a review, this will be the status the review is automatically put into
    • Review Cycle: Choose to start the cycle based on Anniversary Date or Review Date
      • If you choose Review Date, create a Designated Date.
        designated_date.png
    • Introductory Review Cycle: This will set the review creation dates to a shorter cycle for the first review an employee has, the rest of the employee's review will be a full cycle
    • Cycle Type: This will determine the review dates and length
  5. Select Save Settings at the top of the page
    save_settings.png



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