How to initiate review based on joining date?

Not all organisations follow the same review timeline. While many run performance reviews on a January–December or April–March cycle, others prefer reviews to align with each employee’s date of joining.

Keka supports this flexibility. You can create a review cycle that automatically schedules reviews based on each employee’s joining date—annually, semi-annually, or quarterly.

Steps to initiate review based on joining date

1. Go to the Performance module.

2. Click on the Reviews tab.

3. Under Review Cycles, click Create Review Cycle.

   

4. In the setup window, go to How does Review happen in your organisation.

5. Select Review happens based on employee joining date.

6. Under How often does the review occur and when does it take place?, choose:

   • Quarterly

   • Half-Yearly

   • Yearly

7. Select the Review Cycle Start Year.

8. Click Next to continue.

   

9. In the Map Employees step, select who should be part of this review cycle.

10. You can:

    • Select the month for which you want to release the review cycle.

      

    • Choose from the displayed list, or

    • Use the Map Employee search to find specific employees.

      

11. Click Save to finalise employee mapping.

Example: If employee joins in January, then review happens for that employee in every January.

Notes & Tips

Tip: Joining-date-based cycles are ideal for organisations with rolling hiring dates or probation-based evaluations.

This is how you create a review cycle that starts reviews based on the joining date of the employees. Need more help? You can refer other articles available or fill out this form for additional assistance.