Adding a performance review period

Modified on Tue, 01 Aug 2023 at 01:35 PM

Follow these steps:

1. Click on HR in the left hand side navigation and click on "Settings" (You need to be an HR manager to see this setting)

2. Look to the 2nd half of the Settings screen under Performance Review Periods.

3. Add a name for your performance review (eg. Q2 2019 Review).

4. Add a Review Period date (eg. 12 December 2019 to 31 December 2019).

5. Add a review closing date. This date must be after the end date you set above for the review period date (eg. 1 January 2020).

6. Once you have entered the info for steps 3 - 5, click save. 

See below for an example:

7. You will now see your review period at the bottom, which you can edit or delete by selecting the icons. 

***Note*** This area also shows you the total number of reviews added as well as the number of assessments for this review period.

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