This article explains how to run a review cycle that includes or excludes people with specific hire dates. Some use cases may include excluding employees still in their onboarding period from company-wide reviews or creating onboarding cycles specifically for team members who have recently joined your organization (e.g. within the past 90 days). Both scenarios are simple to set up with 15Five.
In this article, you will learn...
Access and availability
⛔️ Required access to Best-Self Review® and feature settings.
👥 This article is relevant to Review admins.
📦 This feature is available in the Perform and Total Platform pricing packages.
How to create a review cycle based on hire date🧑💻
Note
Before creating a review cycle, ensure that the "hire date" field is populated for employees. You can populate this field either one-off or via bulk import (preferred option).
- Click on Best-Self Review® in 15Five's main, left-hand navigation.
- Click the Create a new review cycle button.
- Fill out review cycle details as normal.
- When you get to the "Review participants" section, check the box next to the "Filter participants by hire date range" option. Select a date range, then decide whether you want to include or exclude people hired in the selected date range.
- If needed, you can further refine the participant list by checking the box next to "Only specific people or groups" and selecting the relevant groups or individuals.
- Finish filling out review cycle details, then create your review cycle. Only the people specified will be added as review cycle participants.