Scheduling the Person Review

  1. From the Person record, in the person tree on the left side of the record, click the Active Review link.
  2. Click the Review tab.
  3. Click Action > Edit.
  4. Change any of the following defaults as needed:
  5. Review Purpose - Enter the name of the review as it appears in the Person record.
  6. Interval - Specify how frequently the review occurs.
  7. Advance Notice - Specify how far in advance the manager is notified that the review is due.
  8. To route the review upon clicking the Save button, check the Start Approval checkbox.
  9. Click the Save button.

See Also

Routing the Person Review

Performing the Person Review

Closing the Person Review

Aborting the Person Review

Person End User Steps

     

 

 
Friday, March 20, 2020
12:26 PM