With Teamflect's review automation feature, when your employees complete their first 30-60-90 days at the company, you can automatically send them the first 90-day review. You can use the same automation scenario for the same reviews based on employee hire date.
Step 1
To set up this review automation, first, go to Teamflect Admin Center https://admin.teamflect.com
Step 2
Find "Modules" on the left navigation bar and click the "Reviews" tab.
Step 3
Click "Review Templates" and find the probation review template you'd like to start a cycle with.
Step 4
When the page opens, you will see the existing templates in the dropdown menu. Please choose the “90-day Review,” select a scenario, and click the "Start" button to set up automation.
Once you review the content of the template on this page, click on the ''Start'' button at the bottom again.
There are 3 scenarios in the opened window.
Please choose “New hire automation (employees who complete their FIRST X days.”
To set up this automation, first set the cycle name. Then select how many days after the employee's hire date the review should be submitted. According to that scenario, you should write 90 in this section because you want to send the review after the first 90 days have passed.
You can check the “Only send to users who logged in to Teamflect” box if you want to send this review only to users logged into Teamflect.
Step 5
Then set the time and timezone to send the review. If you have a note for the review participants, you can optionally add it. Your automation is now ready. You can save this automation by clicking the "save automation" button.
