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 automatically creates a new review when the previous one is completed, helping you maintain continuous review cycles and timely follow‑ups.
Automatic reassignment lets you control the new due date, choose reminder settings, and ensure recurring reviews happen consistently without extra work from managers or HR teams. It’s especially useful for ongoing or informal reviews that don’t follow a fixed annual schedule.
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.
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