1. How do I create performance templates and documents in Redwood experience?
  2. Create Review Periods

Create Review Periods

You need to create a review period and associate it in your performance template.

Review periods are business periods that you use to measure performance and achieve results. They enable you to organize your processes into time bound business cycles. For example, you can create a review period for the Financial Year 2020 as FY2020.
  1. Go to My Client Groups > Performance > Review Periods.
  2. Click Add.
  3. In the New Review Period page, enter the following details.
    FieldValue
    Name Unique name for the review period.
    Description Brief description for the review period.
    Start Date Start date of the review period.
    End Date End date of the review period.
    Status Select if you want the review period to be used.
  4. Click Create.