Automated rules allow admins to automatically create one-time or recurring review cycles for their employees based on employee start date. Admins can edit review cycles created by an automated rule.
Learn how to edit the automated rule in Edit an Automated Rule.
Navigate to Admin > Performance > Reviews > Automated Rules.
Select to enter the desired automated rule.
Select to enter the desired review cycle within the rule.
Select Edit review cycle in the top right corner.
Edit options available
Rule name: Edit the automated rule name
Configuration:
Add or remove the manager summary
Update the manager sequence
Update the review visibility for managers
Update whether managers can end the review cycle
Update who can nominate peers for peer selection and advance peer settings
Update the deliverables for review directions
Templates: Switch or edit review templates
Edit options unavailable
Cadence: Edit from a one time cadence to repeating and vice versa
Reviewees: Update rule to include All employees vs. Specific employees
Review directions: Add or remove review directions
Schedule: Update the schedule to Manual or Automatic
Notification: Edit the launch notification