Set your review to repeat
When creating a review shell, you have an option to select whether or not you want the review to repeat. This option is found next to the Days to Complete field.
To use this tool effectively, the repeat function works off of the initial scheduled date. For example, if an employee is hired on 1/1/2020, and we are scheduling a review 90 days from the hire date, that review will occur on 4/1//2020. A repeat category of “Annually” will run the review on 4/1/2021.
Value |
Logic |
Use Case |
---|---|---|
None |
The job should not pick up this review to send to anyone. |
|
Every 30 days |
Count 30 calendar days after the review date before sending the next review. |
Review date set for March 31 and Repeat set to Monthly. The review should send on March 31 and then send against on April 30 and then on May 30 |
Every 90 days |
Same as above but +90 calendar days |
|
Every 180 days |
Same as about but +180 calendar days |
|
Annually |
Increment year value by one year before running the next review. |
If the review date is set to February 28, 2019, and set to annual then send the next review on February 28, 2020 |