Onboarding Review Cycle | Paychex Flex Engage

Step 1: Setup

In this step, you define when the Onboarding Review will be triggered relative to an employee’s hire date. This allows organizations to capture feedback at key milestones during the onboarding journey.

Timing Configuration

You can configure review triggers based on specific timeframes before or after an employee’s hire date.

Available options include:

X Days Before Hire Date – Schedule a review prior to a milestone (useful for pre-onboarding check-ins)
X Days After Hire Date – Trigger reviews shortly after joining to capture early feedback
X Months After Hire Date – Schedule reviews at later onboarding milestones (e.g., 3-month or 6-month reviews)

This flexible configuration ensures that feedback is collected at meaningful stages of the employee’s onboarding experience.

Click Next to proceed.

Step 2: Process

In this step, you define how the onboarding review will be conducted, including evaluation types, additional components, and template selection.

1. Assessment Types

Select the types of evaluations to include:

Self Review – New hires reflect on their onboarding experience and performance
Manager Review – Managers assess the employee’s early progress and alignment
Contributor Review – Peers provide feedback on collaboration and integration
Upward Review – Employees share feedback on their manager’s support during onboarding

2. Optional Components

Enhance the review with additional elements:

Employee Total Score – Provides an overall performance score
Goals (Assessment / Creation)
- Evaluate progress on any initial goals
- Create new goals for continued development
Competencies – Assess performance against defined competencies

3. Template Selection

Choose how templates are applied across review steps:

One Template – Use a single template for all assessment types
Multiple Templates – Assign different templates per review step

Note:
Template Control (advanced template overrides by department, position, or location) is not available for Onboarding Reviews.

Click Next to proceed.

Step 3: Participants

In this step, you define the population of employees included in the onboarding review cycle.

Participants are typically determined based on hire date, but you can still control inclusion.

Participant Selection Options

Create List
Manually select employees to include in the review cycle.
Ideal when you want precise control over onboarding cohorts.
Upload List
Upload a predefined list of employees using a CSV file.
Useful when onboarding groups are managed externally.

This ensures that only relevant employees are included in the onboarding review process.

Click Next to proceed.

Step 4: Settings

In this step, you configure how the review operates across different reviewer roles and how scoring is handled.

This setup is consistent with standard review cycles and includes:

Reviewers
Configure rules for Self, Manager, Contributor, and Upward reviews, including approvals and delegation
Score Weight
Define how each review step contributes to the overall score
Score Visibility
Control how scores are displayed and who can view them
Goal Review
Configure goal assessment and/or goal creation

Click Next to proceed.