Set up your automated rule to launch reviews automatically
Before you start
Configuring automated rules to auto-launch review cycles is a great way to save time as an Admin. When cycles are created they'll proceed on the preset timeline. No Admin button clicking is necessary to launch or end each cycle.
Note that automated rules generate review cycles 7 days before the anniversary date of the reviewee when they're set to auto-launch. Please enter each employee's start date into Lattice more than 7 days in advance of the trigger for the automated rule to ensure that their review cycles are created.
Reminders to complete the review will be sent to reviewees 2 days before the review cycle is set to end.
Note: Lattice will look to the admin's browser's timezone to establish when the events on a timeline sequence occur and not the admin's profile time zone or company's default timezone.
For more information on creating automated review cycle rules, check out these articles:
Enabling auto-launch
