Worxmate

Help Center > Frequently Asked Questions > PMS Review Cycle / Automation>How can I automate the start and end of PMS cycles?

How can I automate the start and end of PMS cycles?

Step 1: From the Homepage, Navigate to the “settings”:

How do I set eligibility criteria for review participation? Step 1

Step 2: From the performance Module stay on “review “tab and click on “Create Reviews”:

How do I set eligibility criteria for review participation? Step 2

Step 3: Select the Review cycle preference:

How do I set eligibility criteria for review participation? Step 3

Step 4: Select the Parameter on which the review cycle will continue:

How do I set eligibility criteria for review participation? Step 4

Step 5: Select the Organization level that will review the Cycle:

How do I set eligibility criteria for review participation? Step 5

Step 6: Click on the Preview & configure:

How do I set eligibility criteria for review participation? Step 6

Step 7: A Review cycle preview window will appear where you can edit the dates of stages and once the HR Sign off stage is done the review cycle will automatically gets close. And click on Initiate, the cycle will start automatically.

How can I automate the start and end of PMS cycles? Step 7
This is the final window of initiated Review Cycle

How can I automate the start and end of PMS cycles? Final