Lattice

Automated rules allow admins to automatically create one-time or recurring review cycles based on employee start date for their employees....

Create Automated Rules for Recurring Review Cycles

Create Automated Rules for Onboarding and Probation Reviews

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...

Duplicate an Automated Rule Review Cycle

During the setup of an Automated Rule review, admins can configure reminders to be sent to reviewers before the end of the review phase. 
...

Automated Reminders for Automated Reviews

Delete Automated Rules

Set up your automated rule to launch reviews automatically
Configuring automated rules to auto-launch reviews allows cycles to proceed on ...

Configure an Automated Rule to Automatically Launch Review Cycles

Before you start
Before you plan to launch your drafted automated review, make sure to review all sections of your automated rule. Section...

Launch a Drafted Automated Review

You may need to prevent an automated review cycle from launching automatically if the rule is configured to auto-launch cycles. After canc...

Cancel an Upcoming Automated Review Cycle set to Automatically Launch

Problem 
Retroactively add an employee to an automated review rule
Need to add reviewees manually to an automated rule.
Resolution 
There ...

Include a Reviewee in a Missed Automated Rule Review

Adam Kroboth

Set up an automated rule to create reviews based on employees' start dates

Create an Automated Rule 

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