Filter Reviewees by Start Date

When creating a review cycle you must select reviewees. In many cases, you will want to select reviewees by tenure to omit new hires from the review cycle. When selecting a desired date, any reviewees that have started on or before that date will be included within the review cycle.

Filter Reviewees by Start Date

1. Navigate to the Admin > Reviews > Performance reviews page.
2. Use 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. Click the Add reviewees button to include them in the cycle.
9. Use the Save & continue button to save your reviewees and move on to the next step.