Set when checks fall due, and how often you see each person
For Manager, Owner
- Open Settings, then Checks & tasks.
- Under Task deadlines, choose the day weekly tasks are due, the day monthly tasks are due, and the month yearly tasks are due. Tap Save deadlines.
- Under How often you see each person, set how often supervision and appraisal happen, and how long probation runs. Tap Save.
- For the monthly returns, go back to Your home. Under Monthly returns, set the due day for each and tap Save due days.
When it’s done
“Task deadlines saved”, “Saved — new reviews will use these” and “Due days saved”. Checks and Today use the new dates.
If it doesn’t work
- It says it couldn’t save: try again.
- A review already booked kept its old date: that’s expected. Only new reviews use the new gap.