Automation Rule review cycles have a number of unique notifications when compared to review cycles that are manually created on the Reviews Auditing page.

Notifications by Launch Settings

When you configure your Automation Rule, you can choose to automatically launch the review, or generate a draft.

The toggle button for this setting is on the "Launch settings" page of the automation rule module.  On this screen, you can write your launch notifications in advance for peer selection (if peer reviews are enabled) and review writing.  When auto-launch is enabled, you can set a timeline for each stage of the review.  In the example below, peer selection will automatically close after 1 business day and then review writing will begin.  

With Auto-Launch Off

Admins will receive the below notification to "Finish Setup" of the review when auto-launch is disabled.

You'll then find the automated review on the reviews auditing page with a status of "Draft" in the "Finish Setup" stage.  You can make final edits to the draft if necessary, and then manually launch the cycle at a time of your choosing.

After the "Finish Setup" notification, this review will generate the same notifications as a non-automated review.

With Auto-Launch On

Admins will receive the below notification when auto-launch is enabled. 

Reviews set to automatically launch generate 7 days in advance.  The notification specifies the day it becomes active - in this example, the review will launch on November 15th.

You as the Admin will receive additional reminder notifications before the review proceeds through each stage on the timeline you've set.  You can see examples of this reminder for peer selection (if you're including peer reviews), review writing, and the end of the review below.  

The notifications to managers and direct reports during peer selection and review writing will be the same as for non-automated reviews, which you can see in this article on the 360° review process.

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.

Did this answer your question?