The Review Period defines the duration of assessment, such as Apr–Mar (financial year) or Jan–Dec (calendar year). Goals are set for the specified review period, and assessments can be conducted monthly, quarterly, half-yearly, or annually, with achieved targets mapped accordingly.

Most companies follow the financial year (Mar–Apr), while a few follow the calendar year (Jan–Dec). Conducting performance reviews on a quarterly basis can be highly effective in identifying top-performing employees.

The steps to set up the review period are as follows:

To set up a review period

1. Navigate to Admin > Most Popular Configurations > Review period

You will get to see the new review period creation space.

2. Give a unique display name for your review (e.g. Q1 2021, Jan 2021, Jan – Mar 2021, the Fiscal year 2021-2022) .The Display name will appear in the concerned employee's goals and competencies and performance metric

3. Select the required review plan type. The available review plan types include the Performance Appraisal Plan (PAP), End of Project Review Plan, IDP, PIP and Survey

4. The Performance Appraisal Plan is the first key process that ensures the employees receive performance for the achievement of goals and IDP is the evaluation plan for the employee to develop an individual plan for the coming year

5. Set From & To Date for the beginning and ending of the review period.

6. Select the required review frequency and appropriate date range

For example, if you select Quarterly, then From / To Date will be prompted for the respective 4 quarters Quarter-1, Q Quarter-2, Quarter-3, and Quarter-4. If you select Half Yearly, then From / To Date will be prompted for mid-review and annual

7. To save the review period settings, click Save

8. To edit the existing review period, just click the edit icon   relevant to a row

Any changes to the review period should be updated prior the respective process cycle initiation in order to have it reflected.

PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.