Scheduling Performance Reviews with the Fixed Date Schedule

With the Advanced schedule, you can schedule performance reviews for a group of employees simultaneously. The Advanced schedule has two options: scheduling reviews by Fixed Date, and scheduling reviews by Relative Date.

The Fixed Date schedule lets you schedule performance reviews with calendar dates and a dataset that defines all employees you want to give reviews to. The Fixed Date schedule also lets you choose calendar dates for the performance review’s launch date and the employee’s due date. It also lets you choose calendar dates for the reviewer’s due date, the start of the review period, and the end of the review period.

To schedule performance reviews with the Fixed Date schedule, you need to have the following:

A role with the Talent Administrator permission access level at Create or higher.
A role with the SuiteAnalytics permission to create an employee dataset.
The SuiteAnalytics feature enabled.

To schedule a performance review with the Fixed Date Schedule

Setup > Performance Management > Scheduler > New.
In the Name field, enter a name for the performance review schedule. This name should be meaningful to employees and reviewers that will complete the performance review.
In the Performance Review Template list, select the template to use for this performance review schedule.
Under Schedule Type, select Advanced Schedule. The Fixed Date option is selected by default under Launch Date Type.
In the Launch Date field, enter the date on which NetSuite sends reviews to employees. This date must be a future date. You can also click the calendar icon to choose a date from the calendar.
In the Employee Due Date field, enter the date by which employees should complete their self reviews. The employee due date must be before the review due date.
In the Review Due Date field, enter the date by which reviewers should complete the performance reviews.
In the Review Period Start field, enter the start date for the performance review period.
In the Review Period End field, enter the end date for the performance review period.
In the Dataset field, select the dataset that defines all the employees you want to schedule reviews for.

Tip:
Ensure the dataset includes your desired restrictions before you attach it to a performance review schedule. Datasets run regardless of your role restrictions. The performance review schedule also automatically excludes any employees who are not active and employees who have been terminated.
Click Save.

Watch the following help video for information about scheduling a performance review with the Fixed Date Schedule:

For more information on datasets, see Performance Management Dataset Templates.

To schedule a performance review with the Fixed Date Schedule

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