Reviews Scheduler by Relative Date Dataset Template

This dataset template can be used for scheduling performance reviews by dates that are relevant and meaningful to you.

Dataset Configuration

The Reviews Scheduler by Relative Date dataset includes fields from the employee record type that provide relevant information about your employees for creating their performance reviews. The dataset contains the following record fields, multiple custom formulas, and criteria:

Root Record Type

Data Grid

Custom Formula Fields

Criteria Filters

Employee

The following fields are included in the dataset:

  • Entity ID

  • Hire Date

  • 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

  • Today is 30 Days After Hire Date

  • Work Anniversary + 30 Days is Today

  • Work Anniversary is Today

The following criteria is used to filter the dataset:

  • Is Inactive is false

  • Employee is not Terminated is true

  • Work Anniversary is Today is True

To edit a dataset, see Editing a Dataset.

Related Topics

General Notices