Automated rules

Let's say your organization wants to run a review cycle for every employee a month before their yearly work anniversary.  You could use our normal "Create Review Cycle" tool, but you'd have to manually create a new review cycle for each individual employee ever year. 

Fortunately, you can create "Automated Rules" to automatically generate review cycles for each employee at recurring intervals based on their start date.

In this example, we'll run a yearly review starting on the employee's 11th month and every 12 months thereafter . Let's create an automated rule that repeatedly generates review cycles according to this criteria.

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 “Yearly Anniversary Reviews”.  In the next section we'll set when we want review cycles to be automatically generated. We want this review cycle to be generated every year, so we'll select "Repeating” as opposed to “One-time”.  From here you will be able to select how often you want this review cycle to be triggered and when you want the first cycle to be triggered.  In our example we will select the first review to be created 11 months after the employee's start date and will repeat every 12 months thereafter.  The automation then will trigger on the 11th month, the 23rd month, the 35th month and so on, one month before the employees yearly anniversary dates.

Select 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 anniversary 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 being 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 recurring review cycles starting on the 11th month and recurring every 12 months thereafter. If an employee starts on January 5th 2020, the draft review cycle will be created on December 6th 2020 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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