Step 1: Setup
In this step, you define how the Anniversary Review cycle is triggered and how frequently it should occur for employees based on their anniversary dates.
Frequency Configuration
You can configure how often reviews are initiated relative to each employee’s anniversary date. This allows organizations to align review cadence with tenure milestones.
Available options include:
Quarterly – Reviews are triggered every three months from the employee’s anniversary date
Every 6 Months – Reviews occur twice a year based on the anniversary cycle
Yearly – Reviews are conducted once per year on the anniversary date
This automated scheduling ensures that reviews are consistently triggered without requiring manual intervention.
Click Next to proceed.
Step 2: Process
In this step, you define how the review will be conducted. This includes selecting assessment types, enabling additional components, and choosing how templates are applied.
1. Assessment Types
Select the types of evaluations that will be included in the review. Each type represents a different feedback perspective:
Self Review – Employees evaluate their own performance
Manager Review – Managers assess their direct reports
Contributor Review – Peers provide feedback on collaboration and performance
Upward Review – Employees provide feedback on their managers
2. Optional Components
Enhance the review by enabling additional components:
Employee Total Score – Calculates an overall score based on responses
Goals (Assessment / Creation)
Assess existing goals
Create new goals during the review
Competencies – Evaluate employees against defined competency frameworks
3. Template Selection
Choose how templates will be applied across the selected assessment types:
One Template – A single template is used across all review steps (recommended for consistency)
Multiple Templates – Different templates can be assigned per review step
Note:
Template Control (advanced template overrides by department, position, or location) is not available for Anniversary Reviews.
Click Next to proceed.
Step 3: Participants
In this step, you define the population of employees who will be included in the review cycle.
Unlike calendar-based reviews, Anniversary Reviews are automatically driven by employee anniversary dates. However, you can still define the participant base.
Participant Selection Options
Create List
Build a participant list manually by selecting employees.
Ideal when you want full control over who is included.Upload List
Upload a predefined list of employees using a supported CSV format.
Recommended when participant data is prepared externally.
This step ensures that only relevant employees are included in the anniversary-based review cycle.
Click Next to proceed.
Step 4: Settings
In this step, you configure how the review process operates across different reviewer roles and scoring behavior.
The configuration is consistent with standard review cycles and includes:
Reviewers
Configure settings for Self, Manager, Contributor, and Upward reviews, including approvals and delegationScore Weight
Define how each review step contributes to the overall scoreScore Visibility
Control how scores are displayed and who can view themGoal Review
Configure goal assessment and/or goal creation settings
Click Next to proceed.
Step 5: Timeline
In this step, the review schedule is automatically generated based on each employee’s anniversary date.
Fixed Timeline Behavior
Review events are automatically scheduled relative to the anniversary date
Open and Close events cannot be modified
The system ensures a consistent and structured timeline across all participants
Automated Notifications
Notifications are automatically triggered based on event timing
Includes email and in-app alerts with direct access to review tasks
This ensures all participants are informed and aligned with the review schedule.
Click Next to proceed.
Step 6: Summary
The Summary step provides a complete overview of your review configuration before launch.
Review the Following Sections:
Setup
Process
Participants
Settings
Timeline
Carefully verify all details to ensure accuracy.
Final Action – Launch the Review
Click Launch Now to initiate the review cycle.
Once launched:
The review will follow the configured schedule
Participants will receive automated notifications
Reviews will be triggered based on anniversary dates