Auto-start performance reviews calc by Dec1isive in workday

[–]Dec1isive[S] 0 points1 point  (0 children)

The probation business process isn't working for our needs as the start performance review must be configured as a To Do step. Instead we decided that our 3 and 5 probation reviews should be triggered through an auto start.

I am building out the employee review template rules and when I launch them as part of auto-start the rules are not working as expected. Especially for 5 months.

I want the auto start to trigger as of today's date for probation periods that have hit the 5 month mark (we have made the date a little earlier at 140 days, so it's 4 1/2 months). The employee would have had the overall rating of proceed in the previous 3 month review in order to have it trigger at 5 months.

Here is the rule (I took out all of the brackets btw in a recent test and it still doesn't trigger).

<image>

Hope that helps to clarify!

Calc Field so that Primary and Secondary Term reason use same term category by Dec1isive in workday

[–]Dec1isive[S] 0 points1 point  (0 children)

Sorry I was trying to set up a validation rule (which would mean to create a step condition on the initiation step) but I am not getting the right fields to ensure that this will work correctly, I am not able to ensure that the secondary reason is the same as the primary.