How to configure the "End" date for the assessments while initiating the review?

Category: Performance allows users to configure the end date for the assessment while initiating a new review using the Review Scheduler option.

Why this feature?

  • By using the option Review Scheduler we can set different end dates for each assessment. 
  • Users can reopen the assessment if it is not completed within the timeframe.

Step 1

Navigate to Performance → HR Administration → Performance Reviews from the left menu. Click on the icon to initiate a new review.

Step 2

While initiating a new review scroll down below and enable the toggle for the option Review Scheduler. You can set an end date for different levels of assessments. 

Note: You can set end dates for Self, Peer, Manger, Matrix Manager, Secondary Reviewer Assessment and Employee Sign-off. You can also set end dates by editing an active Performance Review.

Step 3

If the user did not perform the assessment before the end date. HR can give access to the specific user to reopen the assessment.

Related Blog Post

To learn the process of initiating a new review, click here.

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