Lattice

Edit the Settings for Automated Rules

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

Edit an Automated Rule Review Cycle

How to switch a review template for an employee's review cycle in an automated rule?

Automated rules can help you manage recurring review cycles, such as a review for recent hires that automatically triggers based on start ...

Pause Automated Rules

As an admin, you can edit specific settings for Automated Review Rules. The Audit Log allows you to view the changes made in a Review Cycl...

The Audit Log for Automated Review Rules

Adam Kroboth

Edit Automated Rule Reviews 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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