Bulk review assignment works by linking a review to one or more Groups. When a User becomes a member of a selected Group, they’re assigned the review automatically. Here’s how it works at a glance:
- Groups must be set up in Learn LMS and made available for assignment in Perform
- Assignments can be one‑off or automatically applied to future Group members
- Perform checks for new Group members once every 24 hours and assigns reviews accordingly
- Automatic assignments continue until the review’s due date has passed
Note that it is also possible to bulk assign objectives to Groups of Users.
We'll cover:
- How to make a Learn Group available for Bulk assignment in Perform
- How to Bulk assign reviews in Perform
- How to check previous assignments
- Comparing Fixed Date assignment and Dynamic date assignment
How to make a Learn Group available for Bulk assignment in Perform
The first step is to specify in Learn LMS any Groups that should be available for bulk assignment of objectives. The review assignment is then made in Perform.
- Browse to the Group area of Learn admin:
- Browse the list of Groups and select the Group that you would like to make available for objective assignment in Perform
- Scroll to the end of the 'Details' page. Select 'Yes' to make this Group visible in Perform:
- Select Submit to save the changes
How to bulk assign reviews in Perform
Now you're ready to make the bulk assignment in Perform.
- Navigate to Perform:
- Select Bulk assignments from the admin menu:
- Select New bulk assignment. You will see a list of Groups in Learn LMS that have been made available for Group assignment in Perform (see steps 1-3)
-
Select the Group or Groups to assign a Review. Note: if a user is a member of multiple Groups, they may be assigned the review multiple times. Check out Comparing Fixed Date assignment and Dynamic date assignment for more information:
- Select Assign
- Select Review to assign a review:
- Select Next
- Choose the review template to assign:
- Select a Dynamic or Fixed Due date for the review. See below for a comparison of Fixed and Dynamic due dates:
- Select Assign reviews
- Select Yes, proceed with this assignment if you're satisfied with the assignment details. Note that bulk assignments cannot be cancelled once started and cannot be undone:
- Note that it may take a while for the reviews to be processed, so please do not attempt the upload again. Check back in a few hours to confirm it's been successful
How to check previous assignments
To review bulk-assigned reviews, navigate to the 'Bulk assignment' area of Perform. There are two tabs - Assignments and Rules.
Assignments
All assignments - with either Fixed or Dynamic due dates - will be listed here, along with the date and time the assignment was completed:
Rules
Whenever an objective/review is auto-assigned, a rule is created and listed in the 'Rules' section. At any point, a Perform administrator can delete a rule if it is no longer required.
- Emails will not be sent
- Reviews cannot be set to share responses
Comparing Fixed Date assignment and Dynamic date assignment
Bulk assignment rules allow you to automatically assign reviews to users who belong to specific Groups.
Whenever a user becomes a member of a Group included in a bulk assignment rule, they are assigned a review -unless the rules for fixed due dates prevent a duplicate.
The system's behavior depends on whether the rule uses a fixed or a dynamic due date.
Fixed Due Date Assignment
With a Fixed due date, all reviews created by the rule share the same, specific calendar date.
Key behaviour
- A User receives a review when they join a Group covered by the bulk assignment rule.
- If the user later joins another Group with the same fixed‑date rule, the system checks whether they already have a review due on that date. If they do, no new review is assigned.
Example
- Group A and Group B both use a bulk assignment rule with a fixed due date of 31 December.
- Jon joins Group A, so he is assigned a review due 31 December.
- Days later, Jon joins Group B.
Result:
Jon already has a review due on 31 December, so no additional review is created.
Dynamic Due Date Assignment
With a dynamic due date, the due date is calculated relative to when the user is assigned the review (e.g., “30 days from assignment”).
Key behaviour
A user receives a review each time they join a Group associated with a dynamic‑date bulk assignment rule.
Because the due date is recalculated at the time of assignment, the system treats each group membership event as a new assignment opportunity.
Example
- Group A and Group B both use a bulk assignment rule with a dynamic due date
- Jon joins Group A, and receives a review with a dynamically calculated due date
- Days later, Jon joins Group B
Result
Jon is assigned another review, with a newly calculated dynamic due date (based on the date of assignment).
Use cases for Dynamic date assignment
Automatically schedule probation reviews relative to an employee’s start date (for example, 90 days after
joining). This ensures reviews happen on time for every hire, reducing manual tracking and supporting
consistent onboarding decisions.
Align check-ins to rolling review cycles rather than fixed calendar dates for the whole org. This enables
managers to have more relevant, timely conversations that reflect recent performance and priorities,
improving engagement and momentum throughout the year
Trigger a review based on key events such as a role change or internal move. This might include a monthly check-in to assess how the employee is settling into the role, set development goals, or support a short probation period for the new position. The outcome is earlier expectation-setting, faster ramp-up, and development goals that remain aligned to current responsibilities.
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