Schedule Focal Reviews

When you schedule a Focal type review cycle, Dayforce displays fields that allow you to define the start and end of the review period. Focal reviews aren’t tied to any specific event in the employee’s career.

To schedule Focal type review cycles:

1. Go to Performance Setup > Review Setup.
2. Click the Review Cycles tab.
3. Select the Focal review cycle you want to schedule and add steps to.
4. Click the Review Schedule tab.
5. Enter the start and end dates for the review period in the From and To fields.
6. Select any of the following options:
   • Add Managers from the review period: This checkbox gives access to all managers from the review period so they can view and complete the employee review. For example, if an employee's manager changed during the review period, this option allows the former manager to access and participate in the review.
   • Allow Managers to mark review items as Not Applicable: This checkbox allows managers/peers to mark individual goals, competencies, and development plans as not applicable so that they are excluded from an employee's review.
   • Allow Managers to view comments saved as draft by their employees: This checkbox allows managers to access the review comments and ratings that were autosaved, saved as draft, or previewed by their employees in performance reviews for the review cycle. When the checkbox is cleared, managers can see employee review input only after the review has been submitted.
   • Display historical ratings and comments: This checkbox enables a history icon that employees and managers can click to view historical final ratings and comments. The From field is provided to specify the date from which the history is available.
7. In the Specify steps in the Review Form section, select the review steps you want to include in the review cycle:
   • Employee Self Review
   • Manager Review
   • Employee Signature
   • Manager Signature
8. Note: You must add either the Employee Self Review or Manager Review step.
8. Complete the following fields for each of the review steps you selected:
   • Start Date: Specify the date the step starts.
   • Due Date: Specify the date the step is due to be completed.
   • (Optional) Instruction: Enter customized instructions for each review step.
   • (Optional) Signature Statement: Enter customized signature statements for employees and managers. The default signature statement is "I agree".
9. Click Save.