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Rolling Reviews for Trainees

edited Mar 3, 2021 7:30PM in Performance Management 1 comment

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We are looking to add performance reviews to our Trainee program.

We would like for the Trainees to set goals for each cycle and have the manager of that cycle complete a review evaluating the goals and performance. The review periods will change based on the cycle so it may have to be manually triggered. 

Is there a way to create a review that will trigger a new entry or a fresh document on a set basis or manually. We are hoping there is a way that the Trainee and Manager can add to the same review - for example Cycle 1 reviews launch on X date, Cycle 2 reviews would launch a month later etc. but they are all linked to the same record and each review is just adding an additional entry to the record. 

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