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
- Navigate to the Admin > Reviews > Performance reviews page.
- Use the Create cycle button to generate a new review cycle.
- Name the review cycle, and then use the Save & continue button to proceed to the Reviewees page.
- Select Specific employees on the Reviewees page.
- Select the filter bar followed by the Start Date field.
- Use the Calendar to pick the desired date.
- Use the checkboxes to choose your reviewees
- Click the Add reviewees button to include them in the cycle.
- Use the Save & continue button to save your reviewees and move on to the next step.