Automated rules

Let's say your organization wants to run a one-time review cycle for every new employee 90 days after their start date or during their 60-90 days probationary period. You could use our normal "Create Review Cycle" tool, but you'd have to manually create a new review cycle for each individual employee at their 90-day mark.

Fortunately, you can create Automated Rules to automatically generate new review cycles for each employee based upon their start date or probationary period.

In this example, we want to launch a review cycle for each employee belonging to a specific department after 90 days.  We'll walk you through creating an Automated Rule for this scenario below. To create a probation review cycle you will follow the same steps as for the following scenario.

Viewing, managing, and creating automated rules

You can view, manage, and create automated rules for review cycles creation within the "Auditing" tab of the Reviews page.  Once in the "Auditing" tab you will want to  navigate to the "Automated Rules" heading.

Click "Create new automated rule" to begin.

Giving a name to your automated rule and configuring the trigger

In this example let’s name our “90-Day Check-In”.  In the next part we'll set when we want review cycles to be automatically generated. We want this review cycle to be generated one time for this employee, so we'll select "One-time” as opposed to “Repeating”.  From here, you will be able to select how long after an employee starts you would like the review to be triggered. For example, you can trigger the rule to trigger 90 days after an employee's start date.  

Selecting Reviewees

In the next section we can configure which groups of employees this trigger will apply to.  As in standard review cycles you can elect to include all employees or specific individuals based on filters. You can use filters to select employees by department, manager, or any custom fields that you have configured for your organization (Custom Field examples here of Office Location and employee Level).  You can apply multiple filters to make the trigger as specific as necessary to meet your needs.  In this example, we will select “all employees” to receive onboarding reviews. You will be presented with a preview of the next 10 employees that the rule will be triggered for.

For all steps after Reviewees other than scores* you can refer to the normal process of how to create a review cycle.  

*The difference with scores in automated reviews is that there can be no calibration and no weighted scores included in an automated review cycle*

Note: When setting an automatic sequence, you will set the number of business days each phase will stay open for. Each preceding phase will end at the same time the next phase begins.

Use automated rules to streamline review cycle generation

In this instance, we created an automated rule to generate a one-time review cycle 90 days after each employee starts at our organization. If an employee starts on January 5th 2018, the draft review cycle will be created on April 6th 2018 at 12am.

Using an automated rule can help streamline the review process when reviews need to be done on an employee-by-employee basis. 

Questions? Feel free to reach out to our support team at [email protected]  or by clicking on the chat icon located on the bottom right of your screen.

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