Scheduling Performance Reviews with the Relative 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 Relative Date schedule lets you choose review due dates and a review period that are in relation to the date the review is launched.

You can schedule reviews based on an employee group dataset that defines all the employees you want to give reviews to. Instead of choosing calendar dates, you can enter an offset number of days relative to the day the review is launched. You can enter a number of days for the following fields:

Employee Due Date After Launch (Days)
Review Due Date After Launch (Days)
Review Period Start Before Launch (Days)
Review Period end Before Launch (Days)

To schedule performance reviews with the Relative 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 Relative Date schedule:

Go to 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.
Under Launch Date Type, select Relative Date.
In the Employee Due Date After Launch (Days) field, enter the number of days after the performance review has launched to be the employee’s due date.
In the Review Due Date After Launch (Days) field, enter the number of days after the performance review has launched to be the reviewer’s due date.
In the Review Period Start Before Launch (Days) field, enter the number of days before the performance review launches to be the start of the review period.
In the Review Period End Before Launch (Days) field, enter the number of days before the performance review launches to be the end of the review period.
In the Dataset field, select the dataset that includes 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.

For example, you can create a performance review schedule to send out probationary performance reviews on the ninetieth day after an employee’s start date. If your performance review launches on August 25, your field values can be:

Review Period Start Before Launch (Days): 90
Review Period End Before Launch (Days): 1
Employee Due Date After Launch (Days): 14
Review Due Date After Launch (Days): 28

When the performance review scheduler runs on August 25, a performance review will be created with the following dates:

Review Period Start Before Launch (Days): May 27
Review Period End Before Launch (Days): August 24
Launch Date: August 25
Employee Due Date After Launch (Days): September 8
Review Due Date After Launch (Days): September 22

Watch the following help video for more information on scheduling performance reviews with the Relative Date Schedule:

Watch the following help video for more information on using dataset templates with the Relative Date Schedule:

To schedule a performance review with the Relative Date schedule:

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