In this article, we’ll explain how to set up automatic review reassignment in Perform so you can keep regular check‑ins and wellbeing reviews running smoothly with less manual admin.
This feature keeps recurring reviews happening consistently without managers needing to set them up each time, making it ideal for ongoing or informal check‑ins that don’t follow a fixed annual cycle and reducing repetitive admin for both managers and HR teams.
Key things to know:
- New reviews are created automatically as soon as the previous one is completed
- You choose the due‑date rules for each follow‑up review (e.g., X days after the last review)
- Reminder settings can be customised so managers and employees stay on track
Steps to set up auto-reassignment of a review template
- Select Template builder from the Perform admin menu:
- Select New to create a new template, or open an existing review
- Select an option in the Automatic reassignment options. Note that the due date for the new review will be based on the completion date of the previous review:
- Select Reminder notifications if required. Note that a Sign-off section must be included in the review for this to work:
For more information about Perform notifications, view Perform - Global settings
Get deeper learning in The Academy
View Create and publish a review template, and see how to add Average ratings and hidden questions in The Academy for best practice advice, and hints and tips from the Kallidus team for building review templates.
For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course. Discover the latest insights, tips and industry news on the Kallidus blog.
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