You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Automatically Assign Periodic Reviews

Received Response
11
Views
5
Comments
edited Jul 14, 2016 4:58PM in Performance Management (TBE) 5 comments

Summary

We have recurring bi-monthly reviews that I would like to automate

Content

We currently handle this process outside of the system.

Purpose:  We have bi-monthly employee one-on-one meetings.  They aren't always done reliably, so we want to add a process to document them. 

How do I....

  • I'd like to set this up so that the reviews are automatically assigned on a bi-monthly basis.  So, for example, I'd like to set up 1 review form to use for documenting the conversations and have it automatically assigned every other month. (Think of setting up a recurring meeting in Outlook)
  • I'd like to pull a specific section from our annual review form into the review.  Is there a way to pull a section from a completed review?  So for simplicity's sake, I don't want managers to have to look through an entire performance review each time - but instead focus on the "Development" section of our annual review form.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!