How to Create an Automatic Review Cycle for Probation and Contract Evaluations

Article author
Learning Center Mekari
  • Updated

With Talenta Performance, you can access the Review Cycle feature. By using this feature, Superadmins can create automatic review cycles to simplify the management of probation and contract evaluations. Before creating an Automatic Review Cycle, you can create Template Settings as explained here.

Below is a guide on how to create an Automatic Review Cycle for Probation and Contract Evaluations in Talenta Performance.

  1. Log in to review.talenta.co.

  2. In the "Reviews" menu, click the Review Cycle submenu.
  3. Click “Create new cycle”.

  4. In the Create your cycle pop-up, select “Evaluation review” and enter the cycle name in the empty Cycle name field. Then, click “Create”.
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  5. The Review Cycle page will appear as shown below.

    Description:

    No. Column/Button Name Description
    1. Edit button This button functions to bring you back to the Create your cycle pop-up page to change the cycle name.
    2. Employment status You can select the cycle's purpose based on the employment status Probation or Contract. This choice will automatically determine which employees are included in the cycle.
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    3. Filter of your employee(s) If the probation or contract evaluation process will be conducted specifically based on employee details, you can use this filter. Choose filters based on Organization, Branch, Job position, or Job level.
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    4. Option filter Select specific options or sub-categories based on the filtering criteria set in number 3. You can customize your employee filter by checking the checkbox.
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    5. Review start You can determine when the review period will start based on how many days before the probation or contract ends. Choose 7, 14, 30 days, or Custom.
    6. Re-include employees with extended employment period Select the checkbox if you want to re-include employees whose employment period has been extended through an official transfer into the new timeframe of the evaluation within the same cycle.
    7. Review methods Select the evaluation methods you want to use (such as Manager review, 360-degree review, Team review, or Self review) by toggling the switch (toggle) and clicking Manage to configure the details.
    8. Publish score after Choose when to publish the final evaluation score, either when the review is complete (Complete review), at the end of the review period (Review period end), or both (Both).
    9. Use approval on review period Select the checkbox to enforce an automatic approval flow during the upcoming review period.
    10. Score adjustment This section functions as an automatic final score adjustment controller based on attendance data, leave, or reprimands by toggling the switch (reprimand) and clicking Manage.
    11. Reviewer can decide the employment status Select the checkbox to allow reviewers to decide the employee’s employment status and specify the details in the Define the status section.
    12. Lock review after submission Select the checkbox to automatically lock the evaluation form after the reviewer submits the evaluation results so the data cannot be changed.
  6. Save your changes by clicking "Submit".

  7. Your Review cycle has been saved and you can view its details.
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  8. You can click “Actions” to open the following options.
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    Description:
    - View detail: Select to see the details of the Review cycle.
    - Stop automatic cycle: Select to stop the automatic cycle.
    - Lock/unlock review result: Select this to unlock/lock the review result. This function only appears for cycles using the lock review option.
    - Delete: Select to delete the Review cycle.

Important
- You can only create 1 automatic review cycle per purpose, meaning if you have already created a probation cycle, you cannot create a new probation cycle if the previous one has not been stopped.
- Cycle details will automatically be added on day H+1 after you finish creating the cycle if there are new employees on that day.

That is the guide on how to create an automatic Review Cycle for Probation and Contract Evaluations in Talenta Performance. In the next step, you can view the cycle report results. Learn how to view Reports here.