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How to choose when employees should be scheduled for reviews

Choose if your employees should be scheduled for reviews before a shift, after a shift, during a shift, or on a day they do not work

How to choose when employees should be scheduled for employee reviews

 

1. From the DASHBOARD, select EMPLOYEE REVIEW from the left-side pop-out menu.

2. Click on REVIEW SETTINGS in the top-right corner.

3. In the section HOW SHOULD WE TRY TO SCHEDULE REVIEWS, choose one of the following options:

  • Back-To-Back (Before a shift) - This would attempt to schedule reviews directly before an employee's scheduled shift
  • Back-To-Back (After a shift) - This would attempt to schedule reviews directly after an employee's scheduled shift
  • During a shift - This would attempt to schedule reviews during an employee's scheduled shift
  • On a Free Day - This would attempt to schedule reviews on a day that an employee has no scheduled shifts
  • Weekdays Only
  • Weekends Only

4. Multiple selections can be made. The system will consider all options that are selected.

5. Choose the green SAVE button in the bottom-right corner.