{"id":406,"date":"2021-02-17T18:52:36","date_gmt":"2021-02-17T18:52:36","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&p=406"},"modified":"2023-03-08T15:02:34","modified_gmt":"2023-03-08T15:02:34","slug":"creating-a-review-cycle","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/creating-a-review-cycle\/","title":{"rendered":"Creating a review cycle"},"content":{"rendered":"\n

When creating a review cycle, you have two choices of the type of review. An anniversary<\/strong> review is chosen if the employee’s hiring date anniversary will be used to define the review period. A custom<\/strong> review for if you want to set the dates of the review period yourself. This guide is for the custom review cycle.\u00a0<\/p>\n\n\n\n

Navigation<\/h2>\n\n\n\n

Go to the Administration<\/strong> menu item.  Click on Cycle-Based Reviews.<\/strong><\/p>\n\n\n\n

Click on the New Review<\/strong> button on the right to create a new review period.<\/p>\n\n\n\n

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Complete the Review Period Information<\/h2>\n\n\n\n

Complete the following review period details:<\/p>\n\n\n\n

Review Details<\/strong><\/h4>\n\n\n\n

Type in an appropriate name for the review period.<\/p>\n\n\n\n

Select a review period type Custom<\/strong> for the review period.<\/p>\n\n\n\n

If you are creating a review cycle for testing purposes, also check the Test Review<\/strong> checkbox. Checking this box allows for the review cycle to be deleted as well as any reviews associated with the test cycle. For more information about test reviews, see How do I create test reviews and why?<\/a><\/p>\n\n\n\n

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Ratings<\/strong><\/h4>\n\n\n\n

Choose if this review cycle will be using 1\/2-star increments<\/strong> by checking the checkbox. If not selected, the reviews will only rate in whole star increments.<\/p>\n\n\n\n

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Custom Review<\/strong><\/h4>\n\n\n\n

Select your Review Period Start Date<\/strong> and Review Period End Date<\/strong>. This will be the period of time that the employees’ performance will be evaluated.<\/p>\n\n\n\n

Enter Review Cycle Start Date<\/strong> and Review Cycle End Date<\/strong>. These dates span the amount of time in the appraisal process that occurs at the end of the review period.<\/p>\n\n\n\n

Enter a Review Due Date <\/strong>that signifies the date the face-to-face review should be complete. This date should occur before or on the review cycle end date.<\/p>\n\n\n\n

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Review Workflow <\/strong><\/h4>\n\n\n\n

Choose the Review Cycle Workflow<\/strong> (process) for this review period. Appraisers are always included in the process; employees and endorsers are optional.<\/p>\n\n\n\n

Check Include Notification Emails<\/strong> if you want emails to be sent to affected personnel during each review cycle step. You can preview the emails after making the section.<\/p>\n\n\n\n

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Employee Exclusions <\/strong><\/h4>\n\n\n\n

By default, all employees are automatically included in the review period. If you need to exclude some employees from having a performance review, specify which employees are to be excluded from this review period by using the Add<\/strong> buttons next to the exclusion criteria. For example, if you would like to exclude employees from the review based on Job Code, you would select the Add<\/strong> next to the job code. Select the Job title then click the Add<\/strong> button.<\/p>\n\n\n\n

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You can exclude based on multiple criteria; Name, Organization Level, Job Code, Supervisor, and\/or a Hire Date Range.<\/p>\n\n\n\n

Excluded employees will appear below in an excluded list:<\/p>\n\n\n\n

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You can chose to run a pre-review audit after saving which will allow you to identify any issues that will prevent a cycle from kicking off such as missing or terminated appraisers, missing review templates, or invalid job codes. <\/p>\n\n\n\n

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Save your Review Period Information<\/h2>\n\n\n\n

Use the Save<\/strong> icon at the bottom of the page to save this review period.<\/p>\n\n\n\n

If you have selected to run a Pre-Review audit report, you will be able to identify and correct errors before kicking off the cycle.  To save the review and make corrections uncheck the Pre-Review Audit report selection.<\/p>\n\n\n\n

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<\/p>\n","protected":false},"excerpt":{"rendered":"

When creating a review cycle, you have two choices of the type of review. An anniversary review is chosen if the employee’s hiring date anniversary will be used to define the review period. A custom review for if you want to set the dates of the review period yourself. This…<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[22],"ht-kb-tag":[139],"class_list":["post-406","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-review-cycle-management","ht_kb_tag-performsmart"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/406","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=406"}],"version-history":[{"count":6,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/406\/revisions"}],"predecessor-version":[{"id":2304,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/406\/revisions\/2304"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=406"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=406"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=406"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}