Automatically Assign Periodic Reviews
SummaryWe have recurring bi-monthly reviews that I would like to automate
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.