Configure an Automated Rule to Automatically Launch Review Cycles

Set up your automated rule to launch reviews automatically

Configuring automated rules to auto-launch reviews allows cycles to proceed on the preset timeline.

Before you start

• When automated rules are set to auto-launch, reviews are generated 7 days before the start date of the review cycle. If the employee's start date is less than 7 days before the automated rule is set to trigger, the review will not be created.
• Reminders to complete the review will be sent to reviewers 2 days before the review cycle ends.
• Lattice will look to the admin's browser's timezone to establish when the events on a timeline sequence occur. Lattice does not consider the admin's profile time zone or the company's default timezone.
• For more information on creating automated review cycle rules, read:
  • Using Automated Rules for One-Time Onboarding Reviews 
  • Using Automated Rules for Recurring Review Cycles

Enable automatic automated rules

1. Navigate to Admin > Reviews > Performance reviews.
2. Enter the Automated rules tab.
3. Select an existing rule or click Create automated rule to create.
4. Within the Schedule section, select Automatic.
5. Enter your desired Launch times and Timelines, and compose your notification(s).
6. Click Save & Continue to continue creating the automated rule.