Performance Review Task Details - Extend Due Dates

You can modify the actual date the step is due or the workflow due date for a step that is either In Progress or Not Started. You can also extend the due dates for the overall review task itself.

The updated dates only appear to users in In Progress or Not Started status. For tasks assigned to peer groups or direct reports, the due date can be reset for one or more specific users in the group. The reopened steps in the task list have a Reopened status and display regardless of the expired/completed checkbox.

If you reset a review, the workflow for the review appears in a pop-up.

  • To extend the overall due date of the review, in the upper section, click the Extend Review Dates link.
  • To extend due dates for an employee, click the Reset Review icon in the Options column.

Once the new dates are defined, all affected reviews that are Not Started or In Progress are updated.

EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Performance Review Step Due Date

This email is triggered when a performance review task is due. If this email is sent to the recipient group "Reviewer" then only the users that have received performance reviews will receive the email. This email is conditional so that it only includes the users who are in progress or have not started. Note: When customizing this email for a self-review step, this email cannot be sent to "Reviewer" because the system considers this user the reviewee.

This email can be set up as a reminder to go out before the due date. The reminder will not be sent to reviewers that have already completed the review.

The due date for performance review tasks is defined for each reviewer group on step 2 of creating a performance review task. This date is not necessarily the same as the task end date for it may occur before the task ends. Reviewers will not be locked out of the task on the task due date unless it is the same date as the task end date.

Reviewee will not receive any step email other than the self step and Similarly, a reviewer cannot receive any email for a Reviewee step.

Note: Email Digest emails do not include past-due notifications for optional or locked performance review steps after the step due date.

 Performance Management

Note: If system default emails are configured and enabled for the performance review step for which a due date is being reset, then the Performance Review Step Due Date email is the only email that would be affected. The date on which the email fires is dependent upon how the email is configured in Email Administration. If custom emails are configured for the performance review step, then it would be necessary to review which emails are configured and how they are set up to determine if there are any other emails that would be affected by resetting the due date.

Best Practices

For best practice information regarding performance reviews: See Best Practices - Performance Review Task Administration.