Set up Reminder for Employees due for Review

If the Payroll feature is enabled, there is a standard Reminder that can be added to the Reminders portlet. The name of the reminder is Employees to Review. To set this up on the Reminders portlet:

1. Navigate to Home > Reminders > Set up
2. Click on Add Standard Reminders
3. Choose Employees to Review > Done > Save
4. Navigate to Home > click the Refresh button on the Reminders portlet

If the Payroll feature is not enabled, create a custom reminder by creating first an Employee Search:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Employee as the search type
3. Mark the box for Available for Reminders
4. On the Criteria tab, add a filter for Next Review Date and enter a criteria (for example, within this week)
5. On the Results tab, add the Next Review Date as a column
6. Enter an appropriate name for the search
7. Save

Then add the search as a custom reminder on the Reminders portlet:

1. On the Home dashboard > Reminders portlet, click the dropdown arrow and click Setup
2. Click Add Custom Reminders
3. Select the search you created in the steps above
4. Click Done
5. Click Save
6. Refresh the Reminders portlet

Note: Make sure that the Next Review Date is entered on the Employee Record