How to setup automatic reviews in keka?

The review process is when managers assess employees' achievements and progress toward goals. By comparing performance to expectations, providing feedback, and measuring contribution to company goals, reviews play a vital role in appraisals. Managers must be aware of job expectations, monitor behavior and results, compare them to expectations, and measure alignment for effective performance evaluation.

For most organizations, the review cycles occur at the same frequency every year. These reviews can be Quarterly, half-yearly, or yearly. In Keka, you can set up automatic review cycles to be created based on the frequency selected and use those to run your review cycles.

To set up an automatic review cycle go to Performance (1) and select Reviews (2). Then under Review Groups (3) select Add New Review Group (4).

In the Setup Review group window, give the Review Group name (5). Under How does your Review cycle work? (6), select if the review for the employees in the review group should start based on the Date of joining or at the same time for all employees. 

Then select the Frequency of the review and when the auto-create Cycle starts from (7) based on the frequency selected the system will auto-create the cycles. Lastly, select the employee Who will manage the review Group (8). Once done click Next (9).

In the next step under Add Employees select Add Employee (10).

In the page use the Filters (11) available if required and select the employees you would like to add to the review group using the Check Box (12). Once done, click Add (13) to add the employees.

Once the employees are added click Complete (14).

This will create a new review cycle which will trigger review cycles as per the frequency set based on the review cycle start date.

Hope it is now clear on how to create an automatic review cycle in Keka. Need more help? You can check our other articles available or Contact us!