New article
Recently updated
Scheduling a People review
Who is this article for?Users responsible for managing People.
Person Review Add permissions are required.
If your employees or external contacts are required to be reviewed at regular intervals, you can schedule a review against their People record.
This article shows you where you can schedule a People review.
1. Scheduling a review
To schedule a person review:
- Access the People module.
- Select People.
- Open a user record.
- Switch to the Reviews tab.
- Click Edit (Pencil icon).
- Click Add Review.
- Select a Review Type.
- Assign the Reviewer.
- Set a Due Date.
- Click OK.
1. Scheduling a review
To schedule a person review:
- Access the People module.
- Open a user record.
- Expand the Reviews section.
- Click Add.
- Select a Review Type.
- Assign the Reviewer.
- Set a Due Date.
- Click OK.