How to Schedule a performance review to Automatically Start?

Discover how to simplify the process of performance reviews by automating the scheduling and specifying the frequency.

1. Log in to GoCo and navigate to your Performance app from the company home page or from the navigation tabs on the left side of your screen.

2. At the top of the page click on the "Templates" tab

3. Here on the Templates page locate the Performance Review you would like to automate. Click the ellipses button to the right & select "Edit".

3. You'll immediately be taken to the "Settings" page of the template. Expand the section labeled "Schedule" 

Now click the "+ Add Schedule" button.  

4. You will come to a drop-down menu where you can select specific or all team members, and the schedule you would like this review to be scheduled to start. 

If you choose to select specific team members, you will be redirected to select from the available filters. 

5. Once your team members are selected, set up your frequency, start date, & start time. Notice the dropdown menu has several options for you to choose from if you wish to put a review on a recurring schedule (Daily, Weekly on, Monthly on, Yearly on, Yearly on Work Anniversary, etc.)

6. Click "Save", and you're all done! 

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Email help@goco.io or reach out to your Client Success Team if you have any other questions!

Happy Hiring! 🦖

Updated 9.13.24