Automated rules allow admins to automatically create one-time or recurring review cycles for their employees based on employee start date. Admins can edit an automated rule once it has been created.
Note: All edits will reflect in future reviews created by the automated review. To learn how to make edit to an existing automated rule review cycle, read Edit an Automated Rule Review Cycle.
Navigate to Admin > Performance > Reviews > Automated Reviews.
Select to enter the desired automated rule.
Select Settings > Edit rule.
Setup
Edit options available
Rule name
Reviewees: Update rule to include All employees vs. Specific employees
Cadence: Update the number of days in the rule cadence
Review directions: Add or remove the manager summary
Reminders: Change the reminder to be a default or custom reminder.
Edit options unavailable
Cadence: Edit from a one time cadence to repeating and vice versa
Review directions: Add or remove review directions
Manager sequence: When managers can submit their reviews.
Configuration
All Templates: Switch review templates for future review cycles
Downward review:
Switch review templates for future review cycles
Update the review visibility for managers
Update whether managers can end the review cycle
Update review deliverables
Self review:
Switch review templates for future review cycles
Upward review:
Switch review templates for future review cycles
Update review deliverables
Peer review:
Update who can nominate peers for peer selection
Update limit of peer selections
Allow reviewers to decline invites
Share the self reviews of the reviewee to the reviewer
Update review deliverables
Schedule
Schedule: Update the schedule to Manual or Automatic
Notification: Edit the launch notification