How to set up a Performance Automation Rule?

Set up performance rules which meet your company’s performance policies allowing the system to do the work so you don’t have to.

1. Navigate to Performance Settings via Company Settings or the Performance module
2. Add performance automation in the Performance Automation section 
3. Give the Rule a name and pick the review type
4. Choose the frequency and when it should be sent
5. Determine if a self assessment is required and select the template that will be sent
6. Do the same for the Manager Review Template
7. Select completion timeframes
8. Toggle on the Review Meeting required if a meeting is needed
9. Attach the employees that this rule applies to
10. Hit Submit to save it

Add another rule if required, employees can have more than one performance rule