The Manage Scheduled Reviews tool will mass create forms automatically, based on the set of criteria you choose. These forms can be generated by either Focal date (all users selected will have forms created yearly with the same review date) or Anniversary date (users selected will have forms created yearly based on their hire date). In addition, one time forms (such as New Hire Forms, for example) can also be created using this feature.
There are four primary uses of the Schedule Mass Form Creation function.
- Anniversary Date
For organizations that base their performance review process on the employee anniversary (or hire date). This is typically the day of the year that any given employee began their employment with the company and will vary from one employee to the next.
- New Hire Review
Often used by companies to plan, track and evaluate the performance of new hires during their probationary period. If, at the end of the 90 day period, an employee is not performing to expectations the company has a document to support a defensible dismissal of that employee.
- 90 Day Review
A 90 Day review can be used for planning, monitoring and evaluating current employees in a new job that came about as a result of a promotion, demotion, or lateral move. At the end of the 90 day period, the employee and manager can better evaluate the employee’s fit for the position and make informed decisions as to next steps.
- Focal (or Annual) Review
The annual review is typically at the end of the performance cycle or fiscal year-end. Some companies have formal mid-year and/or quarterly reviews that can also benefit from this option. In fact, the more frequent and complicated the scheduling process is, the more benefit this option provides as it ensures that the right forms are going out to the right employee populations at the right time.
- SAP SuccessFactors Performance Management
- SAP SuccessFactors 360 Multi-Rater
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