Automatic to-dos for HR review

When you create a new employee review in Core HR, an automatic to-do is created for the reviewer. A separate reminder notification appears for both the reviewer and the employee on the due date of the review.

Attributes for this automatic to-do are:

  • Start Date: Date of the review
  • End Date: Due date of the review
  • Remind on: Date of the review
  • Description: Performance review for <employee name> | Start Date :<start date> | Due Date: <due date>

For the reviewers:

  • an automatic to-do is created
  • notification is sent when the review is assigned to them
  • reminder notification is sent on the day of the review - 1 day
  • to-do reminder notification is sent on the day of the review

For the employees:

  • notification is sent when the review is created for them
  • reminder is sent on the day of the review
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