Performance Management – Reviews Scheduler Dataset Template

This dataset template includes all active employees and employees that have not been terminated enabling you to create performance reviews for all your active employees at once.

Dataset Configuration

The Performance Management – Reviews Scheduler dataset includes fields from the employee record type that provide relevant information about your employees for creating their performance reviews. This dataset contains the following record fields, formulas, and criteria:

Root Record Type

Data Grid

Custom Formula Fields

Criteria Filters

Employee

The following fields are included in the dataset:

  • Entity ID

  • Email

  • Supervisor

  • Job Title

  • Department

  • Location

  • Subsidiary

The following custom formula fields are included in the dataset:

  • Supervisor is Active & Non-Terminated

  • Employee is not Terminated

The following criteria is used to filter the dataset:

  • Is Inactive is false

  • Employee is not Terminated is true

To edit a dataset, see Editing a Dataset.

General Notices