Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR payroll plans: Premium, Platinum
Available for the following User Access level: Admin    

The Review Period feature is the engine that drives your performance management cycles and probationary schedules. It allows you to automate review frequencies, set hard deadlines (lock-out dates), and send automated reminders to your team across different provincial hubs.

By centralizing these periods, Canadian Admins can monitor real-time progress and generate comprehensive compliance reports to ensure all performance evaluations align with organizational standards.

Prerequisites: Building Your Framework

Before you can launch a review period, you must create these three elements in order:

1. Rating Scale: The metrics used to measure performance (e.g., a 1–5 scale).

2. Review Question: The specific queries that form the criteria (e.g., "Has the employee met their Q3 KPIs?").

3. Review Template: The overall document framework that combines scales and questions.

1. Creating a Review Period

Setting up a review period involves defining the timeline and assigning the relevant Canadian employees.

1. Navigate to Settings: Click the Settings (cog) menu on the left-hand sidebar.

2. Access Review Hub: Under General Settings, select Review Settings and click the Review Periods tab.

3. Initiate New Period: Click Add New Review Period.

4. Define the Timeline: Enter a Title and choose your date logic:

   • Fixed Dates (On): Used for company-wide annual or quarterly reviews. Input specific Start, End, and Lock out dates.

     • Tip: Use the Lock out date to provide a grace period after the official deadline.

   • Relative Dates (Fixed Off): Ideal for rolling probationary periods. Input the length in Months and Days.

5. Select Your Blueprint: Use the Templates dropdown to select the pre-built Canadian performance template.

6. Configure Scoring: Toggle Overall Score or Weighted Questions based on your scoring requirements.

7. Assign Managers and Staff:

   • Managers: Toggle Primary manager, Secondary manager, or both.

   • Employees: Use Add all employees or the Search bar to select individuals, teams, or specific Canadian locations.

8. Finalize: Click Save.

   • Note: An automatic email notification is sent to employees immediately upon saving.

2. Daily Management and Reporting

Track participation and manage data as the review deadline approaches.

• Send Reminders: Open the review period and click Remind All to nudge employees who haven't completed their drafts.

• View and Print: Click on any active review period to see details. Use the Print button to generate a physical or PDF copy of the review status.

• Download Reports: Click the Download CSV dropdown to export a Summary Report (high-level completion) or Full Report (detailed answers).

3. Handling Manager Changes

If an employee’s primary manager changes during an active review, the platform ensures historical data is preserved.

1. Update Profile: Go to the employee's Employment Details and update the Manager field.

2. System Impact: The new manager is automatically assigned to current and future reviews. Historical reviews (past end dates) will still show the previous manager.

3. Note Preservation: Any notes saved by the previous manager remain visible to the new manager and Admins in the Reviews tab of the employee's file.

4. Maintenance and Removal

• Update: Open a review period and click Update to change dates or add additional users.

• Archive: Click Actions > Archive to hide completed periods. To see them again, check the Show Archived Review Period box.

• Delete: Use Actions > Delete only for periods created in error. You must confirm this action twice.

Explore Related Content

• Employee Goal Setting Report: See which Canadian team members have active OKRs linked to their reviews.

• Goal Progress Reporting: Track the real-time headway made on assigned professional goals.