Step 3: Create and Manage Review Periods

Before you can create a review period, you must have the required Performance Review template already created. 

1. Go to Performance > Performance reviews.
2. Click the Review Periods tab, then click + Create New Period button.
3. Complete the General Settings and Dates section. 
4. Enter a Name, description (optional) and upload relevant files (optional).
5.  Choose your review type:
   • Fixed Dates: Choose this option to define a fixed start and end date for all employees within this review cycle. 
   • Continuous: Run a continuous review cycle with rolling periods as each employee is added. Employees can be added manually or via workflows.
6. Click Next. 
7. Use the Templates dropdown to select your pre-built performance template.
8. Click Next.
9. Select Employees and Reviewers. 
10. Click Next. 
11. Select the Visibility you desire:
    Employee visibility: Choose whether and when employees can view responses from their reviewers.
    Manager access to published responses: Control which users can view published responses. Assigned reviewers always have access regardless of these settings.
12. Click Create Review Period.

• Update: Open a review period and click Edit Review Period to change dates or add users.
• Archive: Click Actions > Archive to hide completed periods. Use the "Show Archived Review Period" checkbox to view them.
• Delete: Use Actions > Delete for periods created in error. This requires double confirmation.

If an employee’s primary manager changes during an active review:

1. Update the Manager field in the employee's Employment Details profile.
2. The new manager is automatically assigned to current and future reviews.
3. Historical reviews (past end dates) will still show the previous manager.
4. Saved notes remain visible to the new manager and Admins in the Reviews tab.