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Edit an Automated Rule Review Cycle

Dianmarie
  • Updated

Automated rules allow admins to automatically create one-time or recurring review cycles for their employees based on employee start date. Admins can edit a review cycle created by an automated rule once created. 

Learn how to edit the automated rule in Edit an Automated Rule.

  1. Navigate to Admin > Reviews > Performance reviews > Automated Rules.
  2. Select to enter the desired automated rule.
  3. Select to enter the desired review cycle within the rule.
  4. Click Edit review cycle in the top right corner.

Edit options available

  • Rule name: Edit the automated rule name
  • Configuration:
    • Add or remove the manager summary
    • Update the manager sequence
    • Update the review visibility for managers
    • Update whether managers can end the review cycle
    • Update who can nominate peers for peer selection and advance peer settings
    • Update the deliverables for review directions
  • Templates: Switch or edit review templates

Edit options unavailable

  • Cadence: Edit from a one time cadence to repeating and vice versa 
  • Reviewees: Update rule to include All employees vs. Specific employees
  • Review directions: Add or remove review directions
  • Schedule: Update the schedule to Manual or Automatic
  • Notification: Edit the launch notification

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