The frequency of performance reviews is determined by the Performance Review Repeat option in the policy.
Performance review dates use the Year Start Day and Year Start Month in the policy as the base date.
When a performance review is completed, the Next Performance Review Date in the team member record is calculated using the following rules:
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If the Next Performance Review Date is currently empty, the value is calculated by repeatedly adding the value of Performance Review Repeat to the Created Date of the completed Performance Review until the date is in the future.
For example, if:
Field Value Policy: Year Start Day 1 Policy: Year Start Month January Policy: Performance Review Repeat 12 (months) Team member record: Start Date 15 March 2023 Team member record: Next Performance Review Date blank Performance review record: Created Date 1 October 2023 Performance review record: Status Completed After the completion of the performance review created on 1 October, the new Next Performance Review Date is calculated by adding the Performance Review Repeat (12) to the Created Date. The new Next Performance Review Date is therefore 1 October 2024.
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If the Next Performance Review Date already holds a value, the new date is calculated by repeatedly adding the value of Performance Review Repeat to the current value until the date is in the future.
For example, if:
Field Value Policy: Year Start Day 1 Policy: Year Start Month January Policy: Performance Review Repeat 6 (months) Team member record: Next Performance Review Date 15 May 2023 Performance review record: Created Date 15 November 2023 Performance review record: Completed Date 30 November 2023 In this example, the team member has completed a November performance review in the previous year, but missed the current year's May review, as shown by the Next Performance Review Date being set to May. At the completion of the current year's November review at the end of the month, the calculation for Next Performance Review Date starts from the current value: 15 May. Adding 6 months to it gives 15 November, which is already in the past, so another 6 months is added to result in 15 May 2024.
Performance review end date
Performance Review End Date for Performance Overview in WX is calculated as follows:
Performance period start date + Performance Review repeat - 1 day.
For example, if the start date is 1 January and the repeat is 12 months, this calculation sets the Performance Review End Date as 31 December and enables Performance Overview to display objectives within the appropriate Performance Review period.