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Duplicate an Automated Rule Review Cycle

Automated Rules use an employee's start date to generate the review and occasionally, if the start date is missing, the review will not be...

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Written by Adam Kroboth

Automated Rules use an employee's start date to generate the review and occasionally, if the start date is missing, the review will not be generated. Admins can duplicate a review cycle created by an Automated Rule to run one-off cycles for those employees.

Note: Duplicating an Automated Rule review cycle will create an Org Chart.

  1. Navigate to Admin > Performance > Reviews.

  2. Navigate to the Automated tab > Select the Automated Rule.

  3. Select any employee's already created review cycle.

  4. Within the review cycle, select the ellipsis (...) > Duplicate review cycle.

  5. Within the new draft, choose the employee as the only reviewee.

  6. Follow the on-screen instructions to make any desired changes > Publish the new cycle.

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