Review cycles/groups and automatic review setup

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:

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 support@appraisd.com 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.