Appraisd can be configured to automatically create new reviews as soon as an existing review is completed or at a set date before the review due date. You also can have multiple review cycles on your account if sections of your organisation follow different timelines for their reviews.
Here's an example of a custom review cycle:
- It shows the date at which the cycle begins - cycles are always 12 months long.
- There's a diagram showing the two reviews that take place during the year.
- The turquoise one is the next review in the series, according to today's date. Any new reviews created now will be titled "End-of-Year Review" and will be set with a due date of 1st January.
So you can have all reviews set up for 1st August, but nearer the time you can adjust individual dates to suit the people conducting them. You can also remove unnecessary reviews or set up additional reviews on an ad-hoc basis throughout the year, such as probationary reviews or check-ins.
Relative review cycles
We can also set-up relative review cycles based on the start-date of the user. These are especially useful for probation reviews and allows you to automate this process. Alternatively, you may wish to hold your annual reviews one year after an employee starts at your organisation rather than having one due date for everyone.
Setting up review cycles
Please contact firstname.lastname@example.org to set up your review cycle. We will need the following information:
- Names of your review groups (one for each cycle you need)
- Title of each review
- Which form each review should use (this can either be the same for everyone in the cycle or it can be the default form assigned to each employee)
- When each review should be created in the system (this can either be immediately when the previous review is closed or a certain number of days prior to the due date)
- Workflow for each review
- Due date of each review
- Which check-in forms should be available for each review group
Once we've created your cycle, you will need to assign your employees into the correct review group corresponding with the cycle/s. The review group tells this system which review cycle they should follow.
You can do this by going to the Admin Centre > People. Then you can 'edit' your users and select the correct review group from the field on the pop-up.
Your users will not be set-up with reviews automatically unless they are assigned to a cycle.
Using review groups to determine which quick-review forms users have access to
If you create multiple cycles, you can also use them to determine the check-in forms a user has access to. You don't need to have any automatic reviews set-up in order to use review groups for this. Once we add the groups for you, you can assign the forms by going to Admin Centre > Review Groups and toggling on the required forms under each review cycle.
In this example, all those in the Australia review group can choose from the current work and wellbeing check-in forms when they click on the start a check-in button. For more info on enabling check-ins, please see our check-in help page.
Using review cycles to determine which objectives are shown in a review
In addition to defining a series of reviews in the year or assigning check-in forms, review cycles can help with the following:
- Governing which objectives are shown in a review. For example, your review cycle could run from 1st July 2019 to 30th June 2020, with all your objectives due between those dates. However, you may have your end of year review on 10th July 2020. This means your review takes place outside of your review period. So, we've configure Appraisd to ensure that when you complete your review form, you are shown the objectives from the correct period to review.
- Adding a year filter to various charts to enable you to easily view the results and statistics across a particular review period, rather than just the calendar year.
- Grouping objectives into years on the Objectives page to make it clearer which review period they belong to.
To do this you'll also need to configure our 'restricting objectives to your review cycle' feature.