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 an 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
   
   
2. Select Review Settings 
   
   
3. Select Review Create
   
   
4. View options
   
   
   • 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.
   • 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