There are probably a few different ways to do this, but I would recommend the following setup:
- On the Employee table, create some field that you can use to flag an Employee who has been reviewed during this period (possibly as simple as a checkbox or as complex as a child table that tracks all reviews throughout the employee's time at the company)
- On the Employee table, I would create a report that is filtered to show Employees that meet the following criteria:
- [Manager] is the current user
- [Hire Date] is more than 10 days ago AND [Hire Date] is less than 20 days ago
- [Initial Review Flag] is False
- On the Manager Dashboard, add a Report Widget and select the report you just built
This setup requires the Manager to keep track of their direct reports and puts the responsibility of knowing when someone is due for review on them.
If you need to have an email generated and sent to the Managers, you can do this as a Reminder, but it is not as flexible as other Email formats and will simply send a list of the Employees that meet the criteria you setup in your Reminder. My recommendation for Email would be to still setup the report as I outlined above and then setup a Report Subscription.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 /
http://datablender.io/------------------------------
