How to use automated rules to create recurring review cycles
This article covers the following topics:
Before you start
To create a repeating review cycle, you will need to enable this feature by following the Enabling Automated Reviews. Please note, we will use the employee's start date to automatically generate review cycles at recurring intervals.
Create a recurring rule
Step 1: Navigate to Admin > Reviews > Auditing.
Step 2: Select Create automated rule.
Step 3: Select Repeating.
Please note, you will select when the first initial review cycle will be generated and how often you want the review cycle to be triggered. If the automated rule will be annual, you will want to create the first review 12 months after the employee's start date and have the review cycle repeat every 12 months afterwards.
Select reviewees (participants)
Step 1: Select either All employees or Specific employees.
If you only want to include a subset of reviewees, the participant selector allows you to filter and select employees based on manager, department, or custom attribute. Learn how to create custom attributes in Managing Custom User Attributes.
Please note when selecting reviewees, you will be presented with a preview of the following 10 employees that the rule will be triggered for.