Create and Launch a Review Cycle

This article explains how to create a performance review cycle in Ausmed Perform. You’ll learn about the different cycle types, how to add activities, enrol staff, and activate the cycle to automatically assign performance review tasks.

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Who this applies to

• Users with access to Ausmed Perform
• Users with Organisation Manager or Team Manager permissions

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In this article

• What is a review cycle?
• Types of cycles
• Steps to create a cycle
• How to add activities
• How to enrol staff
• How to activate a cycle

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What is a review cycle?

A cycle is a schedule that determines when and to whom performance review activities will be assigned.

Each cycle includes:

• One or more activities (e.g., meetings, self-assessments)
  
  
• Rules for timing and enrolment
  
  
• Progress tracking and reporting features
  
  

Once a cycle is activated, Ausmed Perform automatically handles the assignment of tasks based on the cycle rules.

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Types of cycles

Cycle Type	When to Use
Once Only	Used for one-off reviews like probation or induction. Assigned once per staff member.
Annual on Enrolment	Automatically assigns tasks every year from the enrolment date (e.g., work start date).
Annual on Selected Dates	Fixed schedule (e.g., all reviews begin on July 1). Best for organisation-wide reviews.

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Steps to create a cycle

1. Go to Reviews > Cycles
   
   
2. Click Add Cycle
   
   
3. Choose your cycle type (Once Only, Annual on Enrolment, or Annual on Selected Dates)
   
   
4. Add a Cycle Title (e.g., “Probation – Support Staff” or “Annual Review 2025”)
   
   
5. Set any date or duration settings (e.g., “July 1” start, or “12 months after enrolment”)
   
   
6. Click Next
   
   

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How to add activities

1. In the cycle creation screen, select Add Activities
   
   
2. Choose one or more activities (must be published)
   
   
3. Set timeframes:
   
   
   • When it should be assigned (e.g., 1 month after start)
     
     
   • How long the staff and manager have to complete it
     
     
   • For self-assessments: also set how long the manager has to review it
     
     
4. Click Confirm
   

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How to enrol staff

1. Click Add Users
   
   
2. Choose staff by name, job role, team, or location
   
   
3. Select the enrolment date
   
   
   • For once-only or enrolment-based cycles: this determines when tasks are assigned
     
     
   • For fixed-date cycles: staff will be enrolled into the current or next review period
     
     
4. Click Enrol
   
   

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How to activate a cycle

Once you’ve added activities and enrolled users:

1. Review the cycle setup
   
   
2. Click Activate Cycle
   
   
3. The system will automatically send out tasks based on the rules you’ve set
   
   

You can monitor:

• Schedule – to confirm timing of task assignment
  
  
• Enrolments – to check which staff are included
  
  
• Progress – to see if tasks are scheduled, open, overdue, or completed
  
  

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Task status definitions

Status	Meaning
Scheduled	Tasks exist but have not been released yet (no email sent)
Open (staff)	Assigned to staff and ready to complete
Open (manager)	Waiting for manager action
Overdue	The due date has passed for staff or manager
Completed	All required actions have been completed
Skipped	Tasks were manually skipped (won’t be reassigned)