Skip to Main Content
Community Feedback

We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.

More information on the status of submitted ideas can be
found here

Status New Idea
Created by Kylie Smart
Created on Jun 1, 2022

Performance Review step changes to be influenced by subsequent step logic

Allow shrink across multiple stages of the review to account for completion of reviews past their due date and allow the step change logic of any step to override the step change logic of the prior step.


So one step can change on click by manager or employee, but if no one clicks, then the system stays in that phase up until the step change of the next step which is set to change on a due date - for example a 'journaling' step.

This means administrators don't have to manually progress people who aren't participating as intended (maybe on a Joint Venture, etc).

What is the business process you are trying to achieve?

Per case support 00276038, I need to account for review participants who just don't do the review. After several reminders have been sent, the review just needs to progress into the next 'action' orientated step.


Currently a Review process proceeds as per:

Settling in and ongoing feedback (no action required)

12-week review (action required within a 2 week period or it will be overdue)

Ongoing feedback and discussion (no action required)

6-month review (action required in a 2 week period or it will be overdue)

Review complete (no action required, but the system needs to conclude the review and send out a notification that the review is complete despite no action from either party)


Reviews are getting stuck in incomplete action stages and not moving past the inactive steps on those steps 'Due Dates'

  • Attach files