Note: Only Super Admins/Admins/Team Leads can do this.

Want to mark the end of someone's probation period or upcoming performance review? We'll remind you!

To set a Key Date for a specific Team Member:

  1. Go to the team member's profile.

  2. Go to their Personal Details tab

  3. Go to their Key Dates section on the right hand side

Here you can see all existing Key Dates as well as add a new Key Date

Screen Recording 2022-01-06 at 12.36.37 pm

To add a new Key Date:

  1. Select 'New Type' under the Key Date Section

  2. Create a name for the date type and confirm by clicking on 'Add Date type'

  3.  Select on 'Add Key Date'.

  4. Select the Key Date type and enter the date.

  5. Confirm by clicking 'Assign Key Date'.

Screen Recording 2022-01-06 at 12.39.08 pm

It's a date!

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