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Filter Reviewees by Start Date

When creating a review cycle, you can use a start-date cutoff to include only employees hired on or before a selected date.

Written by Adam

Filter Reviewees by Start Date

  1. Navigate to the Admin > Performance > Reviews.

  2. Select the Create cycle button to generate a new review cycle.

  3. Name the review cycle, and then use the Save & continue button to proceed to the Reviewees page.

  4. Select Specific employees on the Reviewees page.

  5. Select the filter bar followed by the Start Date field.

  6. Use the Calendar to pick the desired date.

  7. Use the checkboxes to choose your reviewees

  8. Select Add reviewees to include them in the cycle.

  9. Select Save & continue button to save your reviewees and move on to the next step.

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