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Rolling Reviews for Trainees

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

Content

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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