Reviews can be scheduled automatically or created manually:

Automatic Scheduling:

  • Templates can be set to auto-create reviews
  • Reviews are created based on the schedule
  • Example: Annual reviews created every January
  • System sends notifications when reviews are due

Manual Creation:

  • Admins can create reviews manually
  • Useful for ad hoc reviews
  • Select employee, template, and dates
  • Review is created immediately

Rescheduling Reviews:

  • Reviews can be rescheduled if needed
  • Change the due date or review period
  • System adjusts notifications accordingly
  • Original schedule is kept in history

Review Dates:

  • Review Date: When the review period covers
  • Due Date: When the review should be completed
  • Completion Date: When the review was actually completed

Notifications:

  • Employees receive notifications when reviews are created
  • Managers receive reminders for pending reviews
  • Overdue reviews trigger additional reminders
  • Completion notifications are sent to all parties

Best Practices:

  • Set realistic due dates
  • Allow enough time for thorough reviews
  • Send reminders for approaching deadlines
  • Track completion rates