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How to Choose When Employees Should Be Scheduled for Reviews

Set when employee reviews should be scheduled based on their shifts.

How to choose when employees should be scheduled for employee reviews

 

Configure Review Scheduling

  1. From the Dashboard, click Employee Review in the left-side menu.

  2. Click Review Settings in the top-right corner.

  3. Under How Should We Try to Schedule Reviews, select one or more options:

    • Back-to-Back (Before a Shift) – schedules reviews before a shift

    • Back-to-Back (After a Shift) – schedules reviews after a shift

    • During a Shift – schedules reviews during a shift

    • On a Free Day – schedules reviews on a day without a shift

    • Weekdays Only

  4. Click Save.