When creating an automated review cycle creation rule, you may want to set up the rule to automatically launch review cycles without the admin needing to login to Lattice. To set this up, follow the steps below:
Step 1: Navigate to the Reviews Section on your Admin Panel. Select "Automation" from the left side navigation bar.
Step 2: Click into an existing rule or create a new automation rule.
For more information on creating automated review cycle rules, check out these articles:
- Using Automated Rules for One-Time Onboarding Reviews
- Using Automated Rules for Recurring Review Cycles
Step 3: Click into the Launch Settings Section and turn on the toggle next to "Launch review cycles automatically."
Review cycles will be generated in your Lattice account 7 days before they are set to launch.
Note: If you auto-launch a review on a timeline, the manager of the reviewee will be able to progress the review to the next phase(s) of the cycle.
Want to prevent a one-off cycle from launching? Learn more here!