When creating an automated 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 "Auditing" under the "Reviews" section in your Admin panel
Step 2: Click into an existing rule or select "Create a new automated 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: In the "Sequence" section of the set-up, select "Automatic", input the timeline days and compose a launch notification
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.