Automated rules allow admins to automatically create one-time or recurring review cycles for their employees based on employee start date. Admins can edit an automated rule once it has been created.
Note: All edits will reflect in future reviews created by the automated review. To learn how to make edit to an existing automated rule review cycle, read Edit an Automated Rule Review Cycle.
- Navigate to Admin > Reviews > Performance reviews > Automated Reviews.
- Select to enter the desired automated rule.
- Click Settings > Edit rule.
Setup
Edit options available
- Rule name
- Reviewees: Update rule to include All employees vs. Specific employees
- Cadence: Update the number of days in the rule cadence
- Review directions: Add or remove the manager summary
Edit options unavailable
- Cadence: Edit from a one time cadence to repeating and vice versa
- Review directions: Add or remove review directions
Configuration
- All Templates: Switch review templates for future review cycles
- Downward review:
- Switch review templates for future review cycles
- Update the manager sequence
- Update the review visibility for managers
- Update whether managers can end the review cycle
- Update review deliverables
- Self review:
- Switch review templates for future review cycles
- Upward review:
- Switch review templates for future review cycles
- Update review deliverables
- Peer review:
- Update who can nominate peers for peer selection
- Update limit of peer selections
- Allow reviewers to decline invites
- Share the self reviews of the reviewee to the reviewer
- Update review deliverables
Schedule
- Schedule: Update the schedule to Manual or Automatic
- Notification: Edit the launch notification