Create Review Cycle

Use Create Review Cycle to create a new Review Cycle.

Create a Review Cycle

1. Click HR Setup | Customizable Options | Performance Reviews.

2. Click Review Cycles. The Review Cycles screen displays.

3. Click Add Review Cycle.  The Define Review Cycle screen displays.

4. Complete the applicable fields in Step 1 and 2.  Step 3 will show a summary of your setup in Step 1 and 2.

• Enter a Cycle Name (Step 1)

• Enter if the Cycle recurs annually (Step 1)

• Select the types of reviews you want to include in this Cycle and the date range for completion (Step 1). Click Next.

• Select the review templates to include in the Cycle (Step 2).  Click Next.

• Review the Cycle setup (Step 3).  Click Done.