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Automatically Assign Periodic Reviews

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


We 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.

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